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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1074 | 1244 | 1088 | 1284 | 1423 |
Fund Return | 7.93% | 7.36% | 24.38% | 2.85% | 5.13% | 3.59% |
Place in category | 31 | 37 | 7 | 220 | 281 | 186 |
% in Category | 7 | 8 | 2 | 63 | 92 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.2B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth Adv | 190.46M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.73M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 296.41M | 3.47 | 2.85 | 3.52 | ||
Templeton Growth A | 8.3B | 3.37 | 2.55 | 3.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.98B | 4.87 | 3.63 | 7.45 | ||
American Funds Capital World Gr R6 | 35.11B | 4.97 | 3.99 | 7.81 | ||
Templeton Growth Adv | 190.46M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.73M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 296.41M | 3.47 | 2.85 | 3.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Blacklined Positions | - | 16.59 | - | - | |
Amazon.com Inc | - | 6.66 | - | - | |
Rolls-Royce Holdings | GB00B63H8491 | 6.14 | 423.60 | -2.37% | |
Microsoft Corp | - | 5.21 | - | - | |
Alphabet Inc Class A | - | 5.13 | - | - |
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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