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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1019 | 1095 | 1200 | 1685 | 2742 |
Fund Return | 2.8% | 1.89% | 9.48% | 6.27% | 11% | 10.61% |
Place in category | 1283 | 1298 | 1356 | 834 | 864 | 578 |
% in Category | 85 | 86 | 95 | 62 | 71 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.24B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth A | 8.34B | 3.37 | 2.55 | 3.18 | ||
Templeton Growth Adv | 190.95M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.98M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 297.8M | 3.47 | 2.85 | 3.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 505.18B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 373.3B | 5.15 | 6.20 | 11.76 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 6.03 | 8.04 | 12.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 9.68 | - | - | |
Roper Technologies Inc | - | 4.22 | - | - | |
Stryker Corp | - | 4.16 | - | - | |
Linde PLC | IE000S9YS762 | 3.98 | 396.000 | -0.35% | |
Visa Inc Class A | - | 2.83 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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