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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1027 | 1133 | 1214 | 1680 | 2811 |
Fund Return | 3.38% | 2.72% | 13.33% | 6.67% | 10.93% | 10.89% |
Place in category | 542 | 1337 | 1315 | 1188 | 1057 | 758 |
% in Category | 39 | 94 | 96 | 92 | 89 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.53B | 1.32 | 3.57 | 5.73 | ||
Franklin Rising Dividends R6 | 3.51B | 3.42 | 7.28 | 11.55 | ||
Franklin Rising Dividends A | 19.29B | 3.40 | 6.94 | 11.17 | ||
Franklin Rising Dividends Adv | 15.74B | 3.42 | 7.20 | 11.45 | ||
Franklin Rising Dividends C | 834.48M | 3.33 | 6.14 | 10.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 562.19B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 406.82B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.67 | 415.82 | +0.61% | |
Broadcom | US11135F1012 | 3.66 | 231.36 | -0.28% | |
Visa A | US92826C8394 | 3.06 | 347.48 | -0.56% | |
Stryker | US8636671013 | 2.87 | 396.07 | -0.76% | |
UnitedHealth | US91324P1021 | 2.84 | 530.04 | -1.81% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Buy |
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