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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1056 | 1220 | 1111 | 1476 | 1459 |
Fund Return | 7.84% | 5.57% | 22.02% | 3.57% | 8.1% | 3.85% |
Place in category | 193 | 56 | 159 | 204 | 250 | 181 |
% in Category | 53 | 12 | 45 | 64 | 85 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.16B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth A | 8.25B | 3.37 | 2.55 | 3.18 | ||
Templeton Growth Adv | 190.46M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.4M | 3.29 | 2.29 | 2.92 | ||
Franklin Rising Dividends A | 18.67B | 2.71 | 6.00 | 10.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.47B | 4.87 | 3.63 | 7.45 | ||
American Funds Capital World Gr R6 | 34.33B | 4.97 | 3.99 | 7.81 | ||
Templeton Growth Adv | 190.46M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.4M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth A | 8.25B | 3.37 | 2.55 | 3.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Rolls-Royce Holdings | GB00B63H8491 | 4.55 | 456.33 | -0.41% | |
Alphabet A | US02079K3059 | 4.12 | 176.97 | +0.14% | |
Target | US87612E1064 | 3.13 | 146.26 | +0.78% | |
Micron | US5951121038 | 2.99 | 131.02 | +0.73% | |
UnitedHealth | US91324P1021 | 2.75 | 497.70 | -0.84% |
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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