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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1059 | 1028 | 1217 | 1113 | 1435 | 1695 |
Fund Return | 5.94% | 2.78% | 21.72% | 3.64% | 7.49% | 5.42% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.03B | 2.85 | 3.61 | 4.77 | ||
Templeton Growth Adv | 190.88M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 54.54M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 296.26M | 7.84 | 3.57 | 3.85 | ||
Templeton Growth A | 8.26B | 7.71 | 3.26 | 3.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.03B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.74 | 199.95 | +1.54% | |
Chevron | US1667641005 | 2.86 | 156.08 | +0.10% | |
Kraft Heinz | US5007541064 | 2.67 | 34.39 | -0.52% | |
Bank of America | US0605051046 | 2.49 | 39.78 | +0.20% | |
Novartis ADR | US66987V1098 | 2.45 | 105.33 | -0.75% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Neutral |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Buy |
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