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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 1070 | 1179 | 1146 | 1333 | 1394 |
Fund Return | 6.98% | 6.98% | 17.87% | 4.66% | 5.91% | 3.38% |
Place in category | 215 | 215 | 210 | 261 | 286 | 191 |
% in Category | 59 | 59 | 63 | 75 | 95 | 97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.74B | 2.31 | 4.81 | 5.01 | ||
Templeton Growth Adv | 181.98M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R6 | 283.72M | 7.14 | 5.25 | 3.98 | ||
Templeton Growth A | 7.97B | 7.05 | 4.94 | 3.63 | ||
Franklin Rising Dividends A | 18.48B | 7.47 | 9.45 | 10.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 54.88B | 8.17 | 5.92 | 7.90 | ||
American Funds Capital World Gr R6 | 33.96B | 8.27 | 6.29 | 8.26 | ||
Templeton Growth Adv | 181.98M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R6 | 283.72M | 7.14 | 5.25 | 3.98 | ||
Templeton Growth A | 7.97B | 7.05 | 4.94 | 3.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Rolls-Royce Holdings | GB00B63H8491 | 5.02 | 418.95 | +0.42% | |
Alphabet A | US02079K3059 | 3.49 | 158.27 | +1.27% | |
Target | US87612E1064 | 2.96 | 166.53 | -0.35% | |
Union Pacific | US9078181081 | 2.75 | 236.29 | +0.78% | |
Samsung Electronics Co | KR7005930003 | 2.69 | 78,600 | +4.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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