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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1005 | 1060 | 1087 | 1111 | 1251 | 1233 |
Fund Return | 0.5% | 6.04% | 8.67% | 3.56% | 4.57% | 2.12% |
Place in category | 310 | 56 | 213 | 168 | 236 | 162 |
% in Category | 78 | 14 | 60 | 52 | 72 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.16B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth A | 8.29B | 3.37 | 2.55 | 3.18 | ||
Templeton Growth Adv | 191.18M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.71M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 296.78M | 3.47 | 2.85 | 3.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 39.53B | 1.75 | 4.02 | 3.76 | ||
Fidelity Series International VVV | 15.07B | 5.40 | 7.74 | 4.72 | ||
Vanguard International Value Inv | 13.43B | 1.51 | 1.28 | 3.85 | ||
DFA International Value I | 9.46B | 5.20 | 7.76 | 4.39 | ||
Oakmark International Institutional | 8.81B | -2.73 | -1.50 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Samsung Electronics Co | KR7005930003 | 5.55 | 73,500 | 0.00% | |
BP | GB0007980591 | 5.30 | 488.15 | +0.60% | |
Shell | GB00BP6MXD84 | 4.64 | 33.21 | +0.70% | |
Taiwan Semicon | TW0002330008 | 3.81 | 838.00 | -2.22% | |
ING Groep | NL0011821202 | 3.32 | 16.36 | +0.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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