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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1053 | 1124 | 1088 | 1297 | 1413 |
Fund Return | 3.47% | 5.28% | 12.42% | 2.85% | 5.35% | 3.52% |
Place in category | 197 | 63 | 195 | 218 | 277 | 187 |
% in Category | 53 | 15 | 58 | 63 | 91 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.14B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth Adv | 190.88M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.78M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth A | 8.31B | 3.37 | 2.55 | 3.18 | ||
Franklin Rising Dividends A | 18.89B | 2.71 | 6.00 | 10.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.62B | 4.87 | 3.63 | 7.45 | ||
American Funds Capital World Gr R6 | 34.85B | 4.97 | 3.99 | 7.81 | ||
Templeton Growth A | 8.31B | 3.37 | 2.55 | 3.18 | ||
Templeton Growth Adv | 190.88M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.78M | 3.29 | 2.29 | 2.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Rolls-Royce Holdings | GB00B63H8491 | 4.55 | 449.40 | -0.40% | |
Alphabet A | US02079K3059 | 4.12 | 176.40 | +0.81% | |
Target | US87612E1064 | 3.13 | 147.10 | +1.29% | |
Micron | US5951121038 | 2.99 | 132.67 | +2.46% | |
UnitedHealth | US91324P1021 | 2.75 | 503.61 | -0.90% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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