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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1089 | 1252 | 1256 | 1475 | 1910 |
Fund Return | 13.91% | 8.93% | 25.2% | 7.89% | 8.08% | 6.68% |
Place in category | 143 | 8 | 162 | 7 | 153 | 116 |
% in Category | 73 | 5 | 83 | 5 | 84 | 86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.81B | 9.70 | 5.90 | 5.54 | ||
Templeton Growth Adv | 197.25M | 9.77 | 6.04 | 4.35 | ||
Templeton Growth R | 53.95M | 9.37 | 5.50 | 3.83 | ||
Templeton Growth R6 | 296.46M | 9.79 | 6.09 | 4.43 | ||
Templeton Growth A | 8.24B | 9.55 | 5.76 | 4.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.21B | 18.80 | 5.76 | 10.63 | ||
JHVIT Strategic Equity Allocation T | 7.36B | 17.50 | 8.53 | 9.98 | ||
JPMorgan Investor Growth A | 4.65B | 16.38 | 7.42 | 9.67 | ||
Franklin Mutual Shares Z | 4.21B | 13.90 | 7.84 | 6.60 | ||
Franklin Mutual Shares A | 2.85B | 13.66 | 7.56 | 6.33 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.57 | 225.37 | +0.42% | |
Medtronic | IE00BTN1Y115 | 2.45 | 92.24 | +2.73% | |
Chevron | US1667641005 | 2.43 | 150.75 | -0.30% | |
Novartis ADR | US66987V1098 | 2.39 | 117.18 | +0.58% | |
Bank of America | US0605051046 | 2.34 | 42.32 | -0.66% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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