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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 1071 | 1185 | 1166 | 1370 | 1477 |
Fund Return | 7.14% | 7.14% | 18.54% | 5.25% | 6.5% | 3.98% |
Place in category | 203 | 203 | 202 | 232 | 272 | 186 |
% in Category | 57 | 57 | 61 | 68 | 91 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.74B | 2.31 | 4.81 | 5.01 | ||
Templeton Growth Adv | 183.79M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.42M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth A | 8.05B | 7.05 | 4.94 | 3.63 | ||
Franklin Rising Dividends R | 179.26M | 7.41 | 9.17 | 10.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 55.63B | 8.17 | 5.92 | 7.90 | ||
American Funds Capital World Gr R6 | 34.44B | 8.27 | 6.29 | 8.26 | ||
Templeton Growth Adv | 183.79M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.42M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth A | 8.05B | 7.05 | 4.94 | 3.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Rolls-Royce Holdings | GB00B63H8491 | 5.02 | 407.30 | -2.33% | |
Alphabet A | US02079K3059 | 3.49 | 159.13 | +0.55% | |
Target | US87612E1064 | 2.96 | 165.37 | -0.68% | |
Union Pacific | US9078181081 | 2.75 | 232.01 | -1.81% | |
Samsung Electronics Co | KR7005930003 | 2.69 | 76,300 | -2.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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