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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1034 | 1124 | 1158 | 1430 | 2065 |
Fund Return | 4.67% | 3.41% | 12.36% | 5.01% | 7.41% | 7.52% |
Place in category | 46 | 47 | 116 | 115 | 100 | 42 |
% in Category | 29 | 32 | 71 | 76 | 75 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.74B | 1.32 | 3.57 | 5.73 | ||
Franklin Rising Dividends Adv | 4.22B | 3.42 | 7.20 | 11.45 | ||
Franklin Rising Dividends A | 18.95B | 3.40 | 6.94 | 11.17 | ||
Franklin Rising Dividends C | 804.75M | 3.33 | 6.14 | 10.34 | ||
Franklin Rising Dividends R | 179.31M | 3.38 | 6.67 | 10.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.45B | 5.40 | 6.89 | 8.87 | ||
Franklin Mutual Global Discovery A | 5.22B | 4.90 | 7.10 | 6.66 | ||
Franklin Mutual Global Discovery Z | 3.21B | 4.91 | 7.36 | 6.93 | ||
Artisan Global Value Institutional | 1.91B | 7.63 | 9.37 | 9.10 | ||
SEI Global Managed Volatility A (SI | 1.88B | 3.25 | 8.34 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 5.12 | 264.24 | -0.96% | |
DBS | SG1L01001701 | 4.43 | 46.62 | +1.17% | |
HALEON | GB00BMX86B70 | 4.28 | 390.50 | +1.19% | |
Johnson Controls | IE00BY7QL619 | 4.14 | 85.28 | -4.00% | |
Medtronic | IE00BTN1Y115 | 4.01 | 89.94 | +2.27% |
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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