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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1095 | 1000 | 1142 | 1321 | 1469 | 1853 |
Fund Return | 9.5% | -0.02% | 14.17% | 9.71% | 7.99% | 6.36% |
Place in category | 134 | 118 | 138 | 39 | 89 | 79 |
% in Category | 83 | 71 | 87 | 29 | 66 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.36B | 10.25 | 5.96 | 5.63 | ||
Franklin Rising Dividends Adv | 3.95B | 16.76 | 7.51 | 11.20 | ||
Franklin Rising Dividends A | 17.45B | 16.49 | 7.24 | 10.92 | ||
Franklin Rising Dividends C | 763.48M | 15.70 | 6.44 | 10.09 | ||
Franklin Rising Dividends R | 166.36M | 16.22 | 6.97 | 10.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.68B | 10.72 | 9.53 | 8.23 | ||
Franklin Mutual Global Discovery Z | 2.79B | 9.74 | 9.99 | 6.63 | ||
Franklin Mutual Beacon Z | 1.94B | 14.16 | 7.49 | 7.34 | ||
SEI Global Managed Volatility A (SI | 1.82B | 19.72 | 10.33 | - | ||
Artisan Global Value Institutional | 1.91B | 14.56 | 9.91 | 8.12 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Elevance Health | US0367521038 | 2.29 | 366.59 | +0.17% | |
AerCap Holdings NV | NL0000687663 | 2.28 | 95.19 | +0.70% | |
Medtronic | IE00BTN1Y115 | 2.25 | 80.75 | -0.35% | |
Charter Communications | US16119P1084 | 2.23 | 348.70 | -0.80% | |
BNP Paribas | FR0000131104 | 2.18 | 57.31 | -0.30% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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