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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 1018 | 1134 | 1326 | 1543 | 1664 |
Fund Return | 3.85% | 1.82% | 13.43% | 9.87% | 9.07% | 5.23% |
Place in category | 115 | 48 | 99 | 46 | 259 | 179 |
% in Category | 28 | 12 | 37 | 20 | 83 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 27.79B | 3.50 | 4.73 | 5.56 | ||
Franklin Rising Dividends A | 16.56B | 2.67 | 7.83 | 10.48 | ||
Franklin Rising Dividends Adv | 3.69B | 2.71 | 8.10 | 10.75 | ||
Franklin Rising Dividends C | 690.34M | 2.55 | 7.03 | 9.65 | ||
Franklin Rising Dividends R | 155.46M | 2.63 | 7.56 | 10.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 50.21B | 3.57 | 8.66 | 8.12 | ||
American Funds Capital World Gr R6 | 32.28B | 3.62 | 9.03 | 8.48 | ||
American Funds Capital World Gr I | 14.15B | 3.59 | 8.91 | 8.37 | ||
DFA Global Equity I | 8.12B | 2.12 | 8.85 | 9.42 | ||
Templeton Growth Adv | 172.06M | 4.48 | 6.97 | 4.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.33 | 359.84 | -3.56% | |
Amazon.com | US0231351067 | 5.69 | 171.00 | -4.15% | |
NVIDIA | US67066G1040 | 4.88 | 94.31 | -7.36% | |
Rolls-Royce Holdings | GB00B63H8491 | 4.61 | 659.00 | -11.66% | |
Safran | FR0000073272 | 4.29 | 218.30 | -6.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Sell |
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