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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 1017 | 1113 | 1151 | 1315 | 1320 |
Fund Return | 1.65% | 1.65% | 11.26% | 4.81% | 5.63% | 2.81% |
Place in category | 323 | 323 | 270 | 175 | 226 | 150 |
% in Category | 80 | 80 | 72 | 54 | 69 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.74B | 2.31 | 4.81 | 5.01 | ||
Templeton Growth A | 8.02B | 7.05 | 4.94 | 3.63 | ||
Templeton Growth Adv | 182.77M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.2M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 285.68M | 7.14 | 5.25 | 3.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 40.59B | 3.13 | 5.14 | 4.02 | ||
Fidelity Series International VVV | 15.07B | 7.88 | 9.25 | 5.12 | ||
Vanguard International Value Inv | 13.94B | 4.01 | 2.91 | 4.20 | ||
DFA International Value I | 8.95B | 6.95 | 8.91 | 4.74 | ||
Oakmark International Institutional | 8.65B | 0.15 | 0.34 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Samsung Electronics Co | KR7005930003 | 5.69 | 78,000 | +0.65% | |
BP | GB0007980591 | 4.94 | 515.80 | +1.26% | |
Shell | GB00BP6MXD84 | 4.17 | 33.75 | +0.04% | |
Taiwan Semicon | TW0002330008 | 3.60 | 772.00 | -2.28% | |
Lloyds Banking | GB0008706128 | 3.56 | 52.06 | -0.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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