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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 964 | 1078 | 1100 | 1336 | 1950 |
Fund Return | 7.83% | -3.55% | 7.83% | 3.23% | 5.96% | 6.91% |
Place in category | 104 | 52 | 104 | 113 | 106 | 48 |
% in Category | 62 | 36 | 62 | 77 | 76 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.7B | 7.12 | 3.38 | 5.50 | ||
Franklin Rising Dividends Adv | 4.28B | 11.11 | 3.84 | 10.60 | ||
Franklin Rising Dividends A | 19.26B | 10.82 | 3.58 | 10.33 | ||
Franklin Rising Dividends C | 834.04M | 10.00 | 2.80 | 9.50 | ||
Franklin Rising Dividends R | 184.99M | 10.54 | 3.32 | 10.05 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 9.98B | 5.10 | 5.99 | 7.99 | ||
Franklin Mutual Global Discovery A | 5.11B | 4.57 | 6.12 | 6.00 | ||
Franklin Mutual Global Discovery Z | 3.14B | 4.84 | 6.39 | 6.27 | ||
Artisan Global Value Institutional | 1.91B | 10.91 | 6.88 | 7.88 | ||
SEI Global Managed Volatility A (SI | 1.85B | 15.37 | 6.65 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.96 | 262.84 | -0.07% | |
Ferguson | US31488V1070 | 4.16 | 15,090.0 | +0.47% | |
Johnson Controls | IE00BY7QL619 | 4.09 | 82.10 | -0.46% | |
DBS | SG1L01001701 | 4.07 | 43.81 | +1.13% | |
Medtronic | IE00BTN1Y115 | 4.03 | 87.84 | -0.61% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Neutral |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Neutral |
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