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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 976 | 1063 | 1139 | 1302 | 1486 |
Fund Return | 3.08% | -2.35% | 6.3% | 4.43% | 5.41% | 4.04% |
Place in category | 354 | 364 | 314 | 205 | 226 | 168 |
% in Category | 91 | 98 | 86 | 60 | 68 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.41B | 1.32 | 3.57 | 5.73 | ||
Franklin Rising Dividends A | 19.08B | 3.40 | 6.94 | 11.17 | ||
Franklin Rising Dividends Adv | 4.26B | 3.42 | 7.20 | 11.45 | ||
Franklin Rising Dividends C | 825.75M | 3.33 | 6.14 | 10.34 | ||
Franklin Rising Dividends R | 181.75M | 3.38 | 6.67 | 10.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 38.78B | 4.73 | 4.71 | 4.93 | ||
Fidelity Series International VVV | 14.62B | 5.12 | 7.65 | 6.17 | ||
Vanguard International Value Inv | 12.14B | 3.70 | 2.42 | 5.09 | ||
Causeway International Value Instl | 12.04B | 4.90 | 8.10 | 5.97 | ||
DFA International Value I | 9.3B | 6.88 | 6.71 | 5.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BP | GB0007980591 | 5.24 | 463.91 | -0.27% | |
Carrefour | FR0000120172 | 4.55 | 13.605 | -1.88% | |
CNH Industrial NV | NL0010545661 | 4.35 | 12.30 | -0.81% | |
Samsung Electronics Co | KR7005930003 | 4.05 | 55,700 | +0.18% | |
Shell | GB00BP6MXD84 | 3.66 | 32.09 | +0.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Neutral | Strong Sell |
Summary | Strong Buy | Neutral | Neutral |
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