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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1025 | 1109 | 1189 | 1326 | 1535 |
Fund Return | 3.61% | 2.46% | 10.9% | 5.95% | 5.8% | 4.38% |
Place in category | 189 | 273 | 308 | 222 | 286 | 184 |
% in Category | 42 | 76 | 89 | 70 | 95 | 96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.74B | 1.32 | 3.57 | 5.73 | ||
Franklin Rising Dividends A | 18.95B | 3.40 | 6.94 | 11.17 | ||
Franklin Rising Dividends Adv | 4.22B | 3.42 | 7.20 | 11.45 | ||
Franklin Rising Dividends C | 804.75M | 3.33 | 6.14 | 10.34 | ||
Franklin Rising Dividends R | 179.31M | 3.38 | 6.67 | 10.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.88B | 4.09 | 7.51 | 8.64 | ||
American Funds Capital World Gr R6 | 37.1B | 4.12 | 7.87 | 9.00 | ||
American Funds Capital World Gr I | 16.12B | 4.10 | 7.75 | 8.89 | ||
DFA Global Equity I | 9.41B | 2.88 | 8.53 | 10.13 | ||
Templeton Growth A | 7.86B | 3.63 | 6.21 | 4.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.19 | 408.21 | -1.90% | |
Taiwan Semiconductor | US8740391003 | 3.77 | 198.24 | -0.93% | |
Alphabet A | US02079K3059 | 3.52 | 179.66 | -2.65% | |
Rolls-Royce Holdings | GB00B63H8491 | 3.41 | 611.40 | -1.13% | |
PNC Financial | US6934751057 | 3.32 | 188.05 | -2.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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