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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1076 | 1054 | 1213 | 1093 | 1436 | 1377 |
Fund Return | 7.62% | 5.44% | 21.35% | 3% | 7.5% | 3.25% |
Place in category | 200 | 63 | 172 | 240 | 270 | 185 |
% in Category | 55 | 14 | 50 | 71 | 89 | 96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.19B | 2.85 | 3.61 | 4.77 | ||
Templeton Growth Adv | 191.6M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R6 | 297.44M | 7.84 | 3.57 | 3.85 | ||
Templeton Growth A | 8.3B | 7.71 | 3.26 | 3.51 | ||
Franklin Rising Dividends R | 180.49M | 5.00 | 5.95 | 10.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.22B | 8.72 | 4.25 | 7.57 | ||
American Funds Capital World Gr R6 | 34.7B | 8.87 | 4.60 | 7.93 | ||
Templeton Growth Adv | 191.6M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R6 | 297.44M | 7.84 | 3.57 | 3.85 | ||
Templeton Growth A | 8.3B | 7.71 | 3.26 | 3.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Rolls-Royce Holdings | GB00B63H8491 | 4.55 | 456.90 | -0.28% | |
Alphabet A | US02079K3059 | 4.12 | 174.45 | -1.29% | |
Target | US87612E1064 | 3.13 | 146.00 | +0.60% | |
Micron | US5951121038 | 2.99 | 130.94 | +0.67% | |
UnitedHealth | US91324P1021 | 2.75 | 490.69 | -2.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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