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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1112 | 979 | 1112 | 1171 | 1330 | 1781 |
Fund Return | 11.23% | -2.14% | 11.23% | 5.41% | 5.87% | 5.94% |
Place in category | 163 | 157 | 163 | 10 | 156 | 117 |
% in Category | 87 | 81 | 87 | 8 | 87 | 88 |
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% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.77B | 20.23 | 4.21 | 10.55 | ||
JHVIT Strategic Equity Allocation T | 7.11B | 15.65 | 5.37 | 9.55 | ||
JPMorgan Investor Growth A | 4.72B | 15.05 | 4.74 | 9.13 | ||
Franklin Mutual Shares Z | 4.07B | 11.51 | 5.68 | 6.21 | ||
American Funds Growth Portfolio 52A | 3B | 20.15 | 4.16 | 10.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America | US0605051046 | 3.18 | 46.30 | -0.90% | |
JPMorgan | US46625H1005 | 2.87 | 267.30 | -0.35% | |
Chevron | US1667641005 | 2.23 | 149.19 | -4.56% | |
EOG Resources | US26875P1012 | 2.21 | 125.79 | -3.07% | |
Global Payments | US37940X1028 | 2.16 | 112.85 | -0.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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