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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1065 | 1034 | 1211 | 1092 | 1524 | 1952 |
Fund Return | 6.48% | 3.43% | 21.11% | 2.99% | 8.79% | 6.92% |
Place in category | 100 | 111 | 66 | 112 | 82 | 30 |
% in Category | 62 | 78 | 47 | 75 | 62 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.03B | 2.85 | 3.61 | 4.77 | ||
Templeton Growth Adv | 190.88M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 54.54M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 296.26M | 7.84 | 3.57 | 3.85 | ||
Templeton Growth A | 8.26B | 7.71 | 3.26 | 3.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.48B | 7.44 | 6.57 | 8.24 | ||
Franklin Mutual Global Discovery A | 5.35B | 5.13 | 7.05 | 6.05 | ||
Franklin Mutual Global Discovery Z | 3.24B | 5.24 | 7.31 | 6.32 | ||
SEI Global Managed Volatility A (SI | 2.02B | 7.41 | 6.27 | - | ||
Artisan Global Value Institutional | 1.78B | 9.74 | 5.83 | 7.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.07 | 194.36 | -2.63% | |
Shell | GB00BP6MXD84 | 4.04 | 32.69 | -0.06% | |
Ferguson | JE00BJVNSS43 | 3.92 | 15,650.0 | +0.55% | |
Medtronic | IE00BTN1Y115 | 3.70 | 81.95 | -1.43% | |
Johnson Controls | IE00BY7QL619 | 3.65 | 70.55 | -0.34% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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