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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 982 | 1258 | 926 | 1303 | 1612 |
Fund Return | 5.11% | -1.79% | 25.85% | -2.51% | 5.43% | 4.89% |
Place in category | 66 | 122 | 63 | 43 | 87 | 67 |
% in Category | 48 | 80 | 44 | 30 | 65 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.48B | 8.40 | 4.65 | 5.45 | ||
Templeton Growth A | 8.07B | 6.54 | 4.28 | 3.99 | ||
Templeton Growth Adv | 194.76M | 6.78 | 4.55 | 4.25 | ||
Templeton Growth R | 52.9M | 6.35 | 4.03 | 3.73 | ||
Templeton Growth R6 | 290.72M | 6.83 | 4.60 | 4.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World A | 28.48B | 3.50 | -6.11 | 7.94 | ||
American Funds SMALLCAP World R6 | 26.92B | 3.82 | -5.75 | 8.34 | ||
American Funds SMALLCAP World F2 | 10.34B | 3.73 | -5.86 | 8.23 | ||
Old Westbury Small & Mid Cap Strate | 9.28B | 8.04 | -3.03 | 5.64 | ||
American Funds SMALLCAP World 529A | 1.65B | 3.47 | -6.14 | 7.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tsumura & Co | JP3535800001 | 2.09 | 4,767.0 | -1.43% | |
Asics Corp | JP3118000003 | 1.99 | 2,981.0 | -1.06% | |
Integer Hld | US45826H1095 | 1.97 | 138.78 | -1.07% | |
OneSpaWorld | BSP736841136 | 1.93 | 19.30 | -0.36% | |
Freshpet Inc | US3580391056 | 1.91 | 155.92 | +0.80% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Neutral | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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