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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1019 | 1095 | 1200 | 1685 | 2742 |
Fund Return | 2.8% | 1.89% | 9.48% | 6.27% | 11% | 10.61% |
Place in category | 1283 | 1298 | 1356 | 834 | 864 | 578 |
% in Category | 85 | 86 | 95 | 62 | 71 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.83B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth A | 8.19B | 3.37 | 2.55 | 3.18 | ||
Templeton Growth Adv | 188.93M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.04M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 293.17M | 3.47 | 2.85 | 3.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.26 | 415.13 | +0.23% | |
Roper Technologies | US7766961061 | 4.05 | 532.76 | +1.17% | |
Stryker | US8636671013 | 4.01 | 341.09 | +0.17% | |
Linde PLC | IE000S9YS762 | 3.98 | 394.800 | +0.15% | |
Visa A | US92826C8394 | 2.86 | 272.46 | +0.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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