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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1015 | 1111 | 1021 | 1286 | 1701 |
Fund Return | 3.18% | 1.51% | 11.07% | 0.7% | 5.16% | 5.46% |
Place in category | 69 | 68 | 69 | 76 | 97 | 68 |
% in Category | 44 | 50 | 46 | 52 | 66 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.57B | 1.32 | 3.57 | 5.73 | ||
Franklin Rising Dividends R6 | 3.48B | 3.42 | 7.28 | 11.55 | ||
Franklin Rising Dividends A | 19.09B | 3.40 | 6.94 | 11.17 | ||
Franklin Rising Dividends Adv | 4.27B | 3.42 | 7.20 | 11.45 | ||
Franklin Rising Dividends C | 818.57M | 3.33 | 6.14 | 10.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World A | 27.5B | 2.52 | -0.26 | 8.05 | ||
American Funds SMALLCAP World R6 | 27.62B | 2.56 | 0.13 | 8.46 | ||
American Funds SMALLCAP World F2 | 10.32B | 2.55 | 0.02 | 8.34 | ||
Old Westbury Small & Mid Cap Strate | 9.06B | 3.31 | 1.73 | 6.07 | ||
American Funds SMALLCAP World 529A | 1.58B | 2.52 | -0.29 | 8.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federal Home Loan Banks 0% | - | 3.39 | - | - | |
OneSpaWorld | BSP736841136 | 2.06 | 22.98 | +0.61% | |
Technogym | IT0005162406 | 2.01 | 11.5200 | -0.17% | |
Integer Hld | US45826H1095 | 2.00 | 143.21 | +1.46% | |
Asics Corp | JP3118000003 | 1.99 | 3,529.0 | -1.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Sell | Sell | BUY |
Summary | Strong Sell | Sell | Buy |
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