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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1125 | 1125 | 1315 | 1171 | 1383 | 1535 |
Fund Return | 12.47% | 12.47% | 31.53% | 5.41% | 6.7% | 4.38% |
Place in category | 19 | 19 | 2 | 224 | 268 | 184 |
% in Category | 4 | 4 | 1 | 67 | 90 | 94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30B | 2.31 | 4.81 | 5.01 | ||
Templeton Growth Adv | 186.91M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.74M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 291.37M | 7.14 | 5.25 | 3.98 | ||
Templeton Growth A | 8.17B | 7.05 | 4.94 | 3.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 55.94B | 8.17 | 5.92 | 7.90 | ||
American Funds Capital World Gr R6 | 34.52B | 8.27 | 6.29 | 8.26 | ||
Templeton Growth Adv | 186.91M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.74M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 291.37M | 7.14 | 5.25 | 3.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Blacklined Positions | - | 16.59 | - | - | |
Amazon.com Inc | - | 6.66 | - | - | |
Rolls-Royce Holdings | GB00B63H8491 | 6.14 | 418.10 | +2.85% | |
Microsoft Corp | - | 5.21 | - | - | |
Alphabet Inc Class A | - | 5.13 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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