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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1033 | 1033 | 1122 | 957 | 1302 | 1513 |
Fund Return | 3.3% | 3.3% | 12.22% | -1.45% | 5.41% | 4.23% |
Place in category | 92 | 92 | 92 | 59 | 100 | 65 |
% in Category | 50 | 50 | 44 | 40 | 77 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.12B | 2.31 | 4.81 | 5.01 | ||
Templeton Growth R | 54.26M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 294.24M | 7.14 | 5.25 | 3.98 | ||
Templeton Growth A | 8.24B | 7.05 | 4.94 | 3.63 | ||
Templeton Growth Adv | 188.59M | 7.09 | 5.18 | 3.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World A | 27.72B | 3.40 | -2.73 | 7.87 | ||
American Funds SMALLCAP World R6 | 24B | 3.50 | -2.36 | 8.28 | ||
American Funds SMALLCAP World F2 | 9.39B | 3.46 | -2.47 | 8.16 | ||
Old Westbury Small & Mid Cap Strate | 8.41B | 4.54 | -2.14 | 5.32 | ||
Oppenheimer Global Opportunities A | 1.71B | -1.57 | -12.52 | 6.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
OneSpaWorld Holdings Ltd | - | 2.17 | - | - | |
Asics Corp | JP3118000003 | 2.05 | 7,145.0 | +1.55% | |
Integer Holdings Corp | - | 2.01 | - | - | |
Alamo Group Inc | - | 2.01 | - | - | |
Brunello Cucinelli | IT0004764699 | 1.78 | 96.05 | -0.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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