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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1322 | 1084 | 1384 | 1109 | 2089 | 4408 |
Fund Return | 32.19% | 8.42% | 38.4% | 3.49% | 15.88% | 15.99% |
Place in category | 411 | 501 | 399 | 922 | 562 | 84 |
% in Category | 39 | 46 | 38 | 90 | 60 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.3B | 10.25 | 5.96 | 5.63 | ||
Franklin Rising Dividends Adv | 4.23B | 16.76 | 7.51 | 11.20 | ||
Franklin Rising Dividends A | 18.77B | 16.49 | 7.24 | 10.92 | ||
Franklin Rising Dividends C | 824.63M | 15.70 | 6.44 | 10.09 | ||
Franklin Rising Dividends R | 180.42M | 16.22 | 6.97 | 10.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.05B | 30.62 | 7.78 | 13.76 | ||
Fidelity Contrafund | 140.4B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 12.59B | 37.40 | 11.71 | 15.44 | ||
Vanguard Growth Index Adm | 89.13B | 32.05 | 9.66 | 15.58 | ||
JPMorgan Large Cap Growth R6 | 69.42B | 34.70 | 11.07 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 13.26 | 140.15 | -6.21% | |
Amazon.com | US0231351067 | 7.82 | 222.11 | -2.42% | |
Microsoft | US5949181045 | 7.17 | 422.39 | -1.28% | |
Meta Platforms | US30303M1027 | 4.86 | 617.89 | -1.95% | |
Alphabet A | US02079K3059 | 4.45 | 195.49 | -0.70% |
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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