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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1059 | 1226 | 1316 | 1466 | 1816 |
Fund Return | 4.21% | 5.94% | 22.64% | 9.57% | 7.95% | 6.15% |
Place in category | 72 | 21 | 20 | 26 | 234 | 178 |
% in Category | 20 | 7 | 9 | 10 | 78 | 94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.7B | 1.32 | 3.57 | 5.73 | ||
Franklin Rising Dividends A | 19.29B | 3.40 | 6.94 | 11.17 | ||
Franklin Rising Dividends Adv | 4.3B | 3.42 | 7.20 | 11.45 | ||
Franklin Rising Dividends C | 820.15M | 3.33 | 6.14 | 10.34 | ||
Franklin Rising Dividends R | 182.57M | 3.38 | 6.67 | 10.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.84B | 4.09 | 7.51 | 8.64 | ||
American Funds Capital World Gr R6 | 37.69B | 4.12 | 7.87 | 9.00 | ||
American Funds Capital World Gr I | 16.37B | 4.10 | 7.75 | 8.89 | ||
DFA Global Equity I | 9.57B | 2.88 | 8.53 | 10.13 | ||
Templeton Growth A | 8.03B | 3.63 | 6.21 | 4.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 8.14 | 222.88 | -1.65% | |
Microsoft | US5949181045 | 6.25 | 416.13 | +0.33% | |
Alphabet A | US02079K3059 | 5.52 | 184.56 | -0.38% | |
NVIDIA | US67066G1040 | 4.32 | 140.11 | +0.63% | |
Taiwan Semicon | TW0002330008 | 3.88 | 1,080.00 | -0.92% |
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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