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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 997 | 1159 | 1218 | 1323 | 1466 |
Fund Return | 9.44% | -0.29% | 15.92% | 6.79% | 5.76% | 3.9% |
Place in category | 313 | 314 | 298 | 171 | 296 | 188 |
% in Category | 90 | 89 | 89 | 60 | 99 | 98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.36B | 10.25 | 5.96 | 5.63 | ||
Franklin Rising Dividends Adv | 3.95B | 16.76 | 7.51 | 11.20 | ||
Franklin Rising Dividends A | 17.45B | 16.49 | 7.24 | 10.92 | ||
Franklin Rising Dividends C | 763.48M | 15.70 | 6.44 | 10.09 | ||
Franklin Rising Dividends R | 166.36M | 16.22 | 6.97 | 10.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.44B | 16.04 | 6.68 | 8.07 | ||
American Funds Capital World Gr R6 | 35.88B | 16.38 | 7.03 | 8.43 | ||
American Funds Capital World Gr I | 15.43B | 16.28 | 6.92 | 8.32 | ||
DFA Global Equity I | 9.24B | 20.71 | 9.13 | 9.95 | ||
Templeton Growth A | 7.74B | 9.71 | 7.06 | 4.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.99 | 436.60 | -0.10% | |
PNC Financial | US6934751057 | 3.50 | 192.76 | +1.44% | |
UnitedHealth | US91324P1021 | 3.43 | 500.13 | +2.22% | |
Taiwan Semiconductor | US8740391003 | 3.34 | 197.21 | +1.32% | |
Bank of America | US0605051046 | 3.31 | 44.17 | +1.82% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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