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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1027 | 1132 | 1240 | 1448 | 1768 |
Fund Return | 2.56% | 2.72% | 13.17% | 7.42% | 7.69% | 5.87% |
Place in category | 7 | 6 | 6 | 2 | 6 | 3 |
% in Category | 68 | 73 | 45 | 11 | 46 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.1B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth Adv | 189.51M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.39M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 295.31M | 3.47 | 2.85 | 3.52 | ||
Templeton Growth A | 8.25B | 3.37 | 2.55 | 3.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.36B | 3.22 | 6.56 | 8.04 | ||
Franklin Mutual Global Discovery A | 5.39B | 2.50 | 7.32 | 6.00 | ||
Franklin Mutual Global Discovery Z | 3.26B | 2.59 | 7.60 | 6.28 | ||
Franklin Mutual Beacon Z | 2.15B | 3.85 | 3.15 | 6.92 | ||
SEI Global Managed Volatility A (SI | 2.04B | 4.35 | 6.42 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 2.54 | 32.70 | -0.12% | |
CVS Health Corp | - | 2.27 | - | - | |
Medtronic | IE00BTN1Y115 | 2.21 | 82.29 | +1.12% | |
Deutsche Telekom AG | DE0005557508 | 2.16 | 21.760 | -0.05% | |
Global Payments Inc | - | 2.15 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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