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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1100 | 999 | 1165 | 1238 | 1361 | 1553 |
Fund Return | 9.98% | -0.14% | 16.52% | 7.37% | 6.35% | 4.5% |
Place in category | 302 | 306 | 295 | 136 | 284 | 183 |
% in Category | 88 | 88 | 88 | 50 | 93 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.36B | 10.25 | 5.96 | 5.63 | ||
Franklin Rising Dividends A | 17.45B | 16.49 | 7.24 | 10.92 | ||
Franklin Rising Dividends Adv | 3.95B | 16.76 | 7.51 | 11.20 | ||
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 | 56.94B | 16.04 | 6.68 | 8.07 | ||
American Funds Capital World Gr R6 | 36.22B | 16.38 | 7.03 | 8.43 | ||
American Funds Capital World Gr I | 15.58B | 16.28 | 6.92 | 8.32 | ||
DFA Global Equity I | 9.29B | 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 | 435.25 | -0.31% | |
PNC Financial | US6934751057 | 3.50 | 193.12 | +0.19% | |
UnitedHealth | US91324P1021 | 3.43 | 506.34 | +1.24% | |
Taiwan Semiconductor | US8740391003 | 3.34 | 207.36 | +5.15% | |
Bank of America | US0605051046 | 3.31 | 43.89 | -0.63% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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