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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1025 | 1112 | 1198 | 1342 | 1574 |
Fund Return | 3.63% | 2.54% | 11.2% | 6.21% | 6.06% | 4.64% |
Place in category | 188 | 269 | 302 | 209 | 282 | 183 |
% in Category | 42 | 75 | 87 | 67 | 92 | 96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.49B | 1.32 | 3.57 | 5.73 | ||
Franklin Rising Dividends A | 18.66B | 2.67 | 7.83 | 10.48 | ||
Franklin Rising Dividends C | 791.63M | 2.55 | 7.03 | 9.65 | ||
Franklin Rising Dividends R | 175.96M | 2.63 | 7.56 | 10.20 | ||
Franklin Rising Dividends R6 | 3.41B | 2.72 | 8.18 | 10.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.92B | 3.57 | 8.66 | 8.12 | ||
American Funds Capital World Gr R6 | 36.62B | 3.62 | 9.03 | 8.48 | ||
American Funds Capital World Gr I | 15.93B | 3.59 | 8.91 | 8.37 | ||
DFA Global Equity I | 9.17B | 2.12 | 8.85 | 9.42 | ||
Templeton Growth Adv | 195.41M | 4.48 | 6.97 | 4.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.00 | 393.31 | -0.90% | |
Alphabet A | US02079K3059 | 3.68 | 173.86 | +0.88% | |
Rolls-Royce Holdings | GB00B63H8491 | 3.48 | 801.40 | -0.42% | |
Amazon.com | US0231351067 | 3.31 | 199.25 | -0.72% | |
UnitedHealth | US91324P1021 | 3.12 | 493.48 | +1.18% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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