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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 994 | 996 | 1036 | 1060 | 1294 | 1694 |
Fund Return | -0.64% | -0.38% | 3.63% | 1.96% | 5.28% | 5.41% |
Place in category | 733 | 728 | 717 | 303 | 483 | 342 |
% in Category | 97 | 96 | 96 | 46 | 75 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.39B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth A | 8.37B | 3.37 | 2.55 | 3.18 | ||
Templeton Growth Adv | 192.31M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 55.19M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 299.32M | 3.47 | 2.85 | 3.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 104.38B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 94.88B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 51.77B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 42.49B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced | 42.26B | 3.70 | 4.02 | 9.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds | - | 2.36 | - | - | |
Chevron Corp | - | 1.99 | - | - | |
Texas Instruments Inc | - | 1.71 | - | - | |
United States Treasury Notes | - | 1.64 | - | - | |
The Home Depot Inc | - | 1.61 | - | - |
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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