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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1199 | 1062 | 1265 | 1329 | 1475 | 1903 |
Fund Return | 19.88% | 6.21% | 26.49% | 9.95% | 8.09% | 6.65% |
Place in category | 74 | 19 | 71 | 3 | 148 | 115 |
% in Category | 36 | 16 | 34 | 1 | 82 | 86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.36B | 10.25 | 5.96 | 5.63 | ||
Franklin Rising Dividends Adv | 3.95B | 16.76 | 7.51 | 11.20 | ||
Franklin Rising Dividends A | 17.45B | 16.49 | 7.24 | 10.92 | ||
Franklin Rising Dividends C | 763.48M | 15.70 | 6.44 | 10.09 | ||
Franklin Rising Dividends R | 166.36M | 16.22 | 6.97 | 10.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.32B | 22.87 | 5.84 | 10.64 | ||
JHVIT Strategic Equity Allocation T | 7.03B | 19.57 | 8.10 | 9.79 | ||
JPMorgan Investor Growth A | 4.61B | 19.26 | 7.34 | 9.48 | ||
Franklin Mutual Shares Z | 3.68B | 20.15 | 10.21 | 6.92 | ||
American Funds Growth Portfolio 52A | 2.88B | 22.84 | 5.81 | 10.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America | US0605051046 | 2.85 | 44.17 | +1.82% | |
JPMorgan | US46625H1005 | 2.80 | 237.60 | +1.99% | |
Medtronic | IE00BTN1Y115 | 2.49 | 81.03 | +1.30% | |
Fiserv | US3377381088 | 2.36 | 206.05 | +1.87% | |
Chevron | US1667641005 | 2.19 | 142.85 | +1.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Sell |
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