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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 1027 | 1165 | 1122 | 1352 | 1482 |
Fund Return | 7.07% | 2.67% | 16.47% | 3.92% | 6.22% | 4.01% |
Place in category | 49 | 243 | 71 | 49 | 145 | 136 |
% in Category | 17 | 66 | 26 | 16 | 42 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.03B | 2.85 | 3.61 | 4.77 | ||
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 | ||
Templeton Growth Adv | 190.88M | 7.83 | 3.51 | 3.77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 61.04B | 3.78 | 3.12 | 4.97 | ||
First Eagle Global I | 34.45B | 8.07 | 4.67 | 6.77 | ||
American Funds Capital Income Bld | 16.5B | 3.92 | 3.46 | 5.30 | ||
American Funds Global Balanced R6 | 15.99B | 3.86 | 1.76 | 4.80 | ||
First Eagle Global A | 14.35B | 7.96 | 4.41 | 6.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.63 | 423.85 | -0.16% | |
Apple | US0378331005 | 2.46 | 196.89 | +1.24% | |
NVIDIA | US67066G1040 | 2.03 | 120.89 | -0.09% | |
Franklin Systematic Style Premia | US35473P5465 | 1.98 | 23.71 | +0.17% | |
Germany 2.3 15-Feb-2033 | DE000BU2Z007 | 1.98 | 97.580 | -0.22% |
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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