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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 967 | 1049 | 1048 | 1272 | 1730 |
Fund Return | 4.89% | -3.31% | 4.89% | 1.58% | 4.93% | 5.64% |
Place in category | 698 | 709 | 698 | 538 | 549 | 368 |
% in Category | 95 | 97 | 95 | 77 | 85 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.5B | 7.12 | 3.38 | 5.50 | ||
Franklin Rising Dividends Adv | 4.32B | 11.11 | 3.84 | 10.60 | ||
Franklin Rising Dividends A | 19.23B | 10.82 | 3.58 | 10.33 | ||
Franklin Rising Dividends C | 827.88M | 10.00 | 2.80 | 9.50 | ||
Franklin Rising Dividends R | 184.45M | 10.54 | 3.32 | 10.05 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.16B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.24B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Chevron | US1667641005 | 2.47 | 153.22 | +2.60% | |
U.S. Treasury Bond Stripped Principal Payment 0% | - | 2.21 | - | - | |
Exxon Mobil | US30231G1022 | 1.92 | 109.96 | +2.68% | |
Home Depot | US4370761029 | 1.73 | 411.49 | +0.67% | |
United States Treasury Notes 3.875% | - | 1.70 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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