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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1021 | 1132 | 1223 | 1621 | 2013 |
Fund Return | 8.09% | 2.09% | 13.21% | 6.94% | 10.14% | 7.25% |
Place in category | 24 | 68 | 84 | 111 | 92 | 40 |
% in Category | 14 | 41 | 52 | 74 | 68 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.46B | 3.50 | 4.73 | 5.56 | ||
Franklin Rising Dividends A | 18.27B | 2.67 | 7.83 | 10.48 | ||
Franklin Rising Dividends C | 762.97M | 2.55 | 7.03 | 9.65 | ||
Franklin Rising Dividends R | 172.42M | 2.63 | 7.56 | 10.20 | ||
Franklin Rising Dividends R6 | 3.33B | 2.72 | 8.18 | 10.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.64B | 7.37 | 8.51 | 8.50 | ||
Franklin Mutual Global Discovery A | 5.25B | 8.53 | 9.21 | 6.46 | ||
Franklin Mutual Global Discovery Z | 3.24B | 8.57 | 9.48 | 6.73 | ||
Artisan Global Value Institutional | 1.94B | 10.08 | 11.14 | 8.67 | ||
SEI Global Managed Volatility A (SI | 1.9B | 6.15 | 9.83 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 5.09 | 250.97 | -0.06% | |
Medtronic | IE00BTN1Y115 | 4.40 | 88.34 | -0.28% | |
Richemont | CH0210483332 | 4.38 | 161.75 | -0.22% | |
DBS | SG1L01001701 | 4.36 | 46.39 | +0.74% | |
Parker-Hannifin | US7010941042 | 4.10 | 638.00 | -2.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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