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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1180 | 992 | 1180 | 1199 | 1585 | 2435 |
Fund Return | 17.99% | -0.8% | 17.99% | 6.23% | 9.65% | 9.31% |
Place in category | 156 | 345 | 156 | 564 | 440 | 221 |
% in Category | 17 | 31 | 17 | 52 | 44 | 32 |
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 | 831.58M | 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% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.8B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.70 | 267.94 | +0.42% | |
Morgan Stanley | US6174464486 | 3.43 | 136.77 | -0.28% | |
Chevron | US1667641005 | 3.32 | 153.22 | +2.60% | |
Bank of America | US0605051046 | 3.31 | 46.71 | +1.08% | |
P&G | US7427181091 | 2.69 | 168.13 | -0.37% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Strong Sell | Neutral | Buy |
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