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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1059 | 1224 | 1307 | 1449 | 1771 |
Fund Return | 4.21% | 5.87% | 22.43% | 9.34% | 7.7% | 5.88% |
Place in category | 72 | 23 | 23 | 34 | 245 | 179 |
% in Category | 20 | 8 | 9 | 14 | 83 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.57B | 1.32 | 3.57 | 5.73 | ||
Franklin Rising Dividends A | 19.09B | 3.40 | 6.94 | 11.17 | ||
Franklin Rising Dividends Adv | 4.26B | 3.42 | 7.20 | 11.45 | ||
Franklin Rising Dividends C | 826.42M | 3.33 | 6.14 | 10.34 | ||
Franklin Rising Dividends R | 181.04M | 3.38 | 6.67 | 10.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.82B | 4.09 | 7.51 | 8.64 | ||
American Funds Capital World Gr R6 | 37.66B | 4.12 | 7.87 | 9.00 | ||
American Funds Capital World Gr I | 16.36B | 4.10 | 7.75 | 8.89 | ||
DFA Global Equity I | 9.58B | 2.88 | 8.53 | 10.13 | ||
Templeton Growth R6 | 289.86M | 3.65 | 6.53 | 4.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 8.14 | 228.68 | -0.73% | |
Microsoft | US5949181045 | 6.25 | 408.43 | -0.51% | |
Alphabet A | US02079K3059 | 5.52 | 185.23 | -0.49% | |
NVIDIA | US67066G1040 | 4.32 | 138.85 | +2.63% | |
Taiwan Semicon | TW0002330008 | 3.88 | 1,060.00 | -2.75% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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