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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.57 | 13.44 | 8.87 |
Shares | 39.77 | 40.06 | 0.29 |
Bonds | 55.54 | 55.65 | 0.11 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.08 | 0.64 | 0.56 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.48 | 17.02 |
Price to Book | 2.90 | 2.66 |
Price to Sales | 1.99 | 1.89 |
Price to Cash Flow | 11.35 | 11.41 |
Dividend Yield | 2.06 | 2.46 |
5 Years Earnings Growth | 9.12 | 10.16 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.10 | 19.80 |
Financial Services | 15.43 | 16.24 |
Healthcare | 11.24 | 12.00 |
Industrials | 10.78 | 10.63 |
Consumer Cyclical | 10.09 | 9.18 |
Communication Services | 8.14 | 6.72 |
Consumer Defensive | 6.87 | 7.11 |
Basic Materials | 3.50 | 3.76 |
Energy | 2.86 | 5.73 |
Utilities | 2.37 | 3.82 |
Real Estate | 1.62 | 5.89 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Franklin U.S. Core Bond ETF | - | 23.60 | - | - | |
Franklin U.S. Core Equity Advisor | - | 13.97 | - | - | |
Franklin U.S. Treasury Bond ETF | - | 12.01 | - | - | |
Franklin Investment Grade Corporate | US35473P6034 | 11.57 | 21.48 | -0.19% | |
Franklin Growth R6 | - | 6.18 | - | - | |
Franklin International Core Equity Adv | - | 5.37 | - | - | |
Franklin High Yield Corporate ETF | - | 4.18 | - | - | |
BrandywineGLOBAL Global Opp Bond IS | - | 3.99 | - | - | |
Putnam Large Cap Value R6 | - | 3.66 | - | - | |
Franklin U.S. Large Cap Multifactor Index | US35473P8014 | 3.37 | 62.71 | +0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.15B | 2.78 | 4.77 | 5.53 | ||
Franklin Rising Dividends Adv | 4.14B | 2.05 | 8.73 | 10.62 | ||
Franklin Rising Dividends A | 18.79B | 1.95 | 8.45 | 10.34 | ||
Franklin Rising Dividends C | 748.1M | 1.64 | 7.65 | 9.51 | ||
Franklin Rising Dividends R | 176.79M | 1.85 | 8.19 | 10.06 |
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