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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1056 | 1220 | 1109 | 1472 | 1448 |
Fund Return | 7.83% | 5.61% | 21.96% | 3.51% | 8.04% | 3.77% |
Place in category | 194 | 55 | 161 | 210 | 252 | 182 |
% in Category | 53 | 12 | 45 | 66 | 86 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.02B | 2.85 | 3.61 | 4.77 | ||
Templeton Growth R | 54.8M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 297.66M | 7.84 | 3.57 | 3.85 | ||
Templeton Growth A | 8.3B | 7.71 | 3.26 | 3.51 | ||
Franklin Rising Dividends A | 18.82B | 5.11 | 6.22 | 10.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.09B | 8.72 | 4.25 | 7.57 | ||
American Funds Capital World Gr R6 | 34.67B | 8.87 | 4.60 | 7.93 | ||
Templeton Growth R | 54.8M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 297.66M | 7.84 | 3.57 | 3.85 | ||
Templeton Growth A | 8.3B | 7.71 | 3.26 | 3.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Rolls-Royce Holdings | GB00B63H8491 | 4.55 | 468.40 | +0.73% | |
Alphabet A | US02079K3059 | 4.12 | 178.65 | +1.15% | |
Target | US87612E1064 | 3.13 | 145.76 | -0.29% | |
Micron | US5951121038 | 2.99 | 140.22 | +3.81% | |
UnitedHealth | US91324P1021 | 2.75 | 495.60 | -0.12% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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