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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 963 | 1057 | 1135 | 1267 | 1513 |
Fund Return | 5.67% | -3.74% | 5.67% | 4.31% | 4.85% | 4.23% |
Place in category | 301 | 254 | 301 | 162 | 289 | 186 |
% in Category | 88 | 77 | 88 | 54 | 95 | 96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.61B | 7.12 | 3.38 | 5.50 | ||
Franklin Rising Dividends A | 19.32B | 10.82 | 3.58 | 10.33 | ||
Franklin Rising Dividends Adv | 4.34B | 11.11 | 3.84 | 10.60 | ||
Franklin Rising Dividends C | 835.35M | 10.00 | 2.80 | 9.50 | ||
Franklin Rising Dividends R | 185.16M | 10.54 | 3.32 | 10.05 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.04B | 13.90 | 4.40 | 8.21 | ||
American Funds Capital World Gr R6 | 37.09B | 14.26 | 4.75 | 8.57 | ||
American Funds Capital World Gr I | 16.07B | 14.16 | 4.64 | 8.46 | ||
DFA Global Equity I | 9.54B | 15.71 | 5.89 | 9.59 | ||
Templeton Growth A | 7.97B | 5.42 | 4.04 | 3.97 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.19 | 415.06 | +0.02% | |
Taiwan Semiconductor | US8740391003 | 3.77 | 209.32 | +0.56% | |
Alphabet A | US02079K3059 | 3.52 | 204.02 | +1.57% | |
Rolls-Royce Holdings | GB00B63H8491 | 3.41 | 606.00 | +1.68% | |
PNC Financial | US6934751057 | 3.32 | 200.95 | -0.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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