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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1116 | 1004 | 1116 | 1137 | 1511 | 2226 |
Fund Return | 11.6% | 0.4% | 11.6% | 4.37% | 8.61% | 8.33% |
Place in category | 122 | 178 | 122 | 196 | 223 | 88 |
% in Category | 24 | 39 | 24 | 51 | 55 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.55B | 7.12 | 3.38 | 5.50 | ||
Franklin Rising Dividends A | 19.18B | 10.82 | 3.58 | 10.33 | ||
Franklin Rising Dividends Adv | 4.31B | 11.11 | 3.84 | 10.60 | ||
Franklin Rising Dividends C | 829.81M | 10.00 | 2.80 | 9.50 | ||
Franklin Rising Dividends R | 184.38M | 10.54 | 3.32 | 10.05 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.89B | 12.39 | 5.74 | 8.67 | ||
DFA US Small Cap Value I | 16.88B | 9.57 | 7.93 | 8.61 | ||
DFA US Targeted Value I | 13.89B | 9.33 | 7.55 | 9.16 | ||
Vanguard Small Cap Value Index I | 6.23B | 12.41 | 5.75 | 8.68 | ||
Pear Tree Polaris Small Cap Ord | 3.97B | 8.69 | 5.18 | 6.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Chart Industries | US16115Q3083 | 2.96 | 211.59 | +0.07% | |
The Hanover Insurance | US4108671052 | 2.87 | 153.09 | -1.69% | |
Mattel | US5770811025 | 2.84 | 18.64 | -2.20% | |
First Interstate BancSystem | US32055Y2019 | 2.76 | 32.95 | -1.64% | |
Columbia Banking | US1972361026 | 2.74 | 27.90 | -0.46% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Buy | Neutral | Buy |
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