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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1029 | 1140 | 1235 | 1729 | 2984 |
Fund Return | 3.42% | 2.85% | 13.96% | 7.28% | 11.57% | 11.55% |
Place in category | 517 | 1315 | 1301 | 1151 | 1005 | 658 |
% in Category | 37 | 93 | 95 | 89 | 84 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.41B | 1.32 | 3.57 | 5.73 | ||
Franklin Rising Dividends A | 19.08B | 3.40 | 6.94 | 11.17 | ||
Franklin Rising Dividends Adv | 4.26B | 3.42 | 7.20 | 11.45 | ||
Franklin Rising Dividends C | 825.75M | 3.33 | 6.14 | 10.34 | ||
Franklin Rising Dividends R | 181.75M | 3.38 | 6.67 | 10.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.67 | 412.22 | +0.60% | |
Broadcom | US11135F1012 | 3.66 | 235.04 | +4.52% | |
Visa A | US92826C8394 | 3.06 | 351.23 | +0.92% | |
Stryker | US8636671013 | 2.87 | 392.60 | +0.31% | |
UnitedHealth | US91324P1021 | 2.84 | 533.37 | +1.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Neutral |
Technical Indicators | Sell | Strong Sell | BUY |
Summary | Neutral | Sell | Neutral |
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