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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1033 | 1116 | 1089 | 1379 | 1904 |
Fund Return | 3.77% | 3.3% | 11.59% | 2.89% | 6.64% | 6.65% |
Place in category | 65 | 84 | 71 | 111 | 89 | 32 |
% in Category | 38 | 55 | 48 | 76 | 67 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.16B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth A | 8.29B | 3.37 | 2.55 | 3.18 | ||
Templeton Growth Adv | 191.18M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.71M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 296.78M | 3.47 | 2.85 | 3.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.36B | 3.22 | 6.56 | 8.04 | ||
Franklin Mutual Global Discovery A | 5.41B | 2.50 | 7.32 | 6.00 | ||
Franklin Mutual Global Discovery Z | 3.27B | 2.59 | 7.60 | 6.28 | ||
Franklin Mutual Beacon Z | 2.13B | 3.85 | 3.15 | 6.92 | ||
SEI Global Managed Volatility A (SI | 2.03B | 4.35 | 6.42 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.07 | 201.65 | -0.48% | |
Shell | GB00BP6MXD84 | 4.04 | 33.03 | -0.54% | |
Ferguson | JE00BJVNSS43 | 3.92 | 15,890.0 | -0.06% | |
Medtronic | IE00BTN1Y115 | 3.70 | 82.39 | +1.26% | |
Johnson Controls | IE00BY7QL619 | 3.65 | 71.50 | -0.57% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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