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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 1058 | 1134 | 1216 | 1568 | 2330 |
Fund Return | 6.37% | 5.79% | 13.43% | 6.74% | 9.41% | 8.83% |
Place in category | 198 | 192 | 679 | 423 | 459 | 307 |
% in Category | 17 | 15 | 56 | 39 | 45 | 41 |
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% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.54B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 4.83 | - | - | |
Chevron Corp | - | 3.45 | - | - | |
Morgan Stanley | - | 3.30 | - | - | |
Johnson & Johnson | - | 3.01 | - | - | |
Bank of America | US0605051046 | 2.79 | 39.31 | +0.23% |
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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