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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1121 | 1121 | 1301 | 1136 | 1315 | 1388 |
Fund Return | 12.1% | 12.1% | 30.11% | 4.33% | 5.64% | 3.33% |
Place in category | 22 | 22 | 10 | 270 | 291 | 192 |
% in Category | 4 | 4 | 2 | 78 | 97 | 97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.93B | 2.31 | 4.81 | 5.01 | ||
Templeton Growth A | 8.12B | 7.05 | 4.94 | 3.63 | ||
Templeton Growth Adv | 185.17M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.85M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 289.36M | 7.14 | 5.25 | 3.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 55.2B | 8.17 | 5.92 | 7.90 | ||
American Funds Capital World Gr R6 | 34.55B | 8.27 | 6.29 | 8.26 | ||
Templeton Growth Adv | 185.17M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.85M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 289.36M | 7.14 | 5.25 | 3.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Blacklined Positions | - | 15.68 | - | - | |
Amazon.com | US0231351067 | 6.76 | 178.86 | +2.21% | |
Rolls-Royce Holdings | GB00B63H8491 | 5.81 | 407.50 | -1.36% | |
Microsoft | US5949181045 | 5.00 | 395.12 | +1.49% | |
Alphabet A | US02079K3059 | 4.87 | 163.79 | +0.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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