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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1101 | 1064 | 1205 | 1313 | 1556 | 1948 |
Fund Return | 10.05% | 6.36% | 20.51% | 9.5% | 9.24% | 6.89% |
Place in category | 133 | 111 | 121 | 40 | 72 | 59 |
% in Category | 88 | 74 | 79 | 35 | 59 | 61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.12B | 9.70 | 5.90 | 5.54 | ||
Templeton Growth A | 7.96B | 9.55 | 5.76 | 4.09 | ||
Templeton Growth Adv | 190.25M | 9.77 | 6.04 | 4.35 | ||
Templeton Growth R | 51.88M | 9.37 | 5.50 | 3.83 | ||
Templeton Growth R6 | 286.51M | 9.79 | 6.09 | 4.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.81B | 13.40 | 9.89 | 8.67 | ||
Franklin Mutual Global Discovery A | 5.23B | 9.85 | 9.23 | 6.62 | ||
Franklin Mutual Beacon Z | 2.13B | 11.80 | 5.91 | 7.53 | ||
SEI Global Managed Volatility A (SI | 1.96B | 17.22 | 9.69 | - | ||
Artisan Global Value Institutional | 1.93B | 15.32 | 9.62 | 8.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Elevance Health | US0367521038 | 2.29 | 417.86 | +0.93% | |
AerCap Holdings NV | NL0000687663 | 2.28 | 93.94 | -0.39% | |
Medtronic | IE00BTN1Y115 | 2.25 | 89.31 | -0.84% | |
Charter Communications | US16119P1084 | 2.23 | 375.83 | +2.55% | |
BNP Paribas | FR0000131104 | 2.18 | 62.87 | -0.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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