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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 1064 | 1214 | 1319 | 1551 | 1874 |
Fund Return | 6.44% | 6.44% | 21.44% | 9.68% | 9.17% | 6.48% |
Place in category | 93 | 93 | 40 | 12 | 52 | 49 |
% in Category | 55 | 55 | 27 | 9 | 44 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30B | 2.31 | 4.81 | 5.01 | ||
Templeton Growth A | 8.17B | 7.05 | 4.94 | 3.63 | ||
Templeton Growth Adv | 186.91M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.74M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 291.37M | 7.14 | 5.25 | 3.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.63B | 5.70 | 9.02 | 8.38 | ||
Franklin Mutual Global Discovery Z | 3.24B | 6.52 | 9.96 | 6.76 | ||
Franklin Mutual Beacon Z | 2.13B | 7.50 | 5.75 | 7.43 | ||
SEI Global Managed Volatility A (SI | 2.02B | 7.41 | 8.13 | - | ||
Artisan Global Value Institutional | 1.82B | 7.30 | 7.68 | 7.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 2.56 | 33.89 | +0.34% | |
CVS Health Corp | - | 2.28 | - | - | |
Medtronic | IE00BTN1Y115 | 2.22 | 81.88 | +0.15% | |
Global Payments Inc | - | 2.20 | - | - | |
BNP Paribas | FR0000131104 | 2.15 | 69.60 | +2.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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