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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1205 | 1026 | 1273 | 1281 | 1400 | 1645 |
Fund Return | 20.47% | 2.55% | 27.26% | 8.6% | 6.95% | 5.1% |
Place in category | 90 | 163 | 64 | 59 | 277 | 182 |
% in Category | 28 | 54 | 22 | 23 | 90 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.3B | 10.25 | 5.96 | 5.63 | ||
Franklin Rising Dividends R6 | 3.4B | 16.83 | 7.58 | 11.31 | ||
Franklin Rising Dividends A | 18.77B | 16.49 | 7.24 | 10.92 | ||
Franklin Rising Dividends Adv | 4.23B | 16.76 | 7.51 | 11.20 | ||
Franklin Rising Dividends C | 824.63M | 15.70 | 6.44 | 10.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.55B | 16.04 | 6.68 | 8.07 | ||
American Funds Capital World Gr R6 | 36.07B | 16.38 | 7.03 | 8.43 | ||
American Funds Capital World Gr I | 15.56B | 16.28 | 6.92 | 8.32 | ||
DFA Global Equity I | 9.28B | 20.71 | 9.13 | 9.95 | ||
Templeton Growth Adv | 188.21M | 9.93 | 7.33 | 4.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 7.50 | 224.19 | +1.80% | |
Microsoft | US5949181045 | 6.10 | 423.35 | +1.14% | |
Alphabet A | US02079K3059 | 4.79 | 191.79 | +1.25% | |
Taiwan Semicon | TW0002330008 | 3.61 | 1,075.00 | +0.94% | |
Meta Platforms | US30303M1027 | 3.61 | 604.63 | +0.90% |
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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