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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1004 | 1082 | 1226 | 1471 | 1549 |
Fund Return | 4.48% | 0.44% | 8.15% | 7.03% | 8.03% | 4.47% |
Place in category | 81 | 137 | 281 | 212 | 277 | 179 |
% in Category | 22 | 32 | 83 | 66 | 91 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.49B | 1.32 | 3.57 | 5.73 | ||
Franklin Rising Dividends A | 18.66B | 2.67 | 7.83 | 10.48 | ||
Franklin Rising Dividends Adv | 4.16B | 2.71 | 8.10 | 10.75 | ||
Franklin Rising Dividends C | 791.63M | 2.55 | 7.03 | 9.65 | ||
Franklin Rising Dividends R | 175.96M | 2.63 | 7.56 | 10.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.92B | 3.57 | 8.66 | 8.12 | ||
American Funds Capital World Gr R6 | 36.62B | 3.62 | 9.03 | 8.48 | ||
American Funds Capital World Gr I | 15.93B | 3.59 | 8.91 | 8.37 | ||
DFA Global Equity I | 9.17B | 2.12 | 8.85 | 9.42 | ||
Templeton Growth A | 7.89B | 3.63 | 6.21 | 4.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.00 | 381.76 | +0.42% | |
Alphabet A | US02079K3059 | 3.68 | 164.27 | -0.96% | |
Rolls-Royce Holdings | GB00B63H8491 | 3.48 | 747.40 | +1.99% | |
Amazon.com | US0231351067 | 3.31 | 197.08 | +1.31% | |
UnitedHealth | US91324P1021 | 3.12 | 485.05 | +1.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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