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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1003 | 1078 | 1215 | 1449 | 1499 |
Fund Return | 4.43% | 0.35% | 7.85% | 6.71% | 7.7% | 4.13% |
Place in category | 88 | 144 | 293 | 226 | 282 | 183 |
% in Category | 24 | 35 | 85 | 69 | 93 | 96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.09B | 3.50 | 4.73 | 5.56 | ||
Franklin Rising Dividends A | 17.92B | 2.67 | 7.83 | 10.48 | ||
Franklin Rising Dividends C | 760.19M | 2.55 | 7.03 | 9.65 | ||
Franklin Rising Dividends R | 168.96M | 2.63 | 7.56 | 10.20 | ||
Franklin Rising Dividends R6 | 3.27B | 2.72 | 8.18 | 10.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 55.56B | 3.57 | 8.66 | 8.12 | ||
American Funds Capital World Gr R6 | 35.51B | 3.62 | 9.03 | 8.48 | ||
American Funds Capital World Gr I | 15.56B | 3.59 | 8.91 | 8.37 | ||
DFA Global Equity I | 8.83B | 2.12 | 8.85 | 9.42 | ||
Templeton Growth Adv | 190.61M | 4.48 | 6.97 | 4.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.00 | 378.77 | -1.17% | |
Alphabet A | US02079K3059 | 3.68 | 162.76 | -2.60% | |
Rolls-Royce Holdings | GB00B63H8491 | 3.48 | 771.40 | -1.23% | |
Amazon.com | US0231351067 | 3.31 | 193.89 | -2.51% | |
UnitedHealth | US91324P1021 | 3.12 | 481.52 | +0.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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