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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 996 | 1117 | 1040 | 1107 | 1474 | 1776 |
Fund Return | -0.43% | 11.65% | 4.01% | 3.45% | 8.07% | 5.91% |
Place in category | 343 | 40 | 443 | 446 | 142 | 143 |
% in Category | 60 | 7 | 82 | 84 | 28 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Templeton Growth R6 | 18.6B | -2.58 | -1.04 | - | ||
Templeton Growth A | 18.6B | -2.62 | -1.36 | 5.50 | ||
Templeton Growth Adv | 18.6B | -2.58 | -1.12 | 5.76 | ||
Templeton Growth R | 18.6B | -2.61 | -1.60 | 5.24 | ||
Franklin Rising Dividends Adv | 15.74B | -2.31 | 10.47 | 12.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 49.9B | -1.28 | 6.56 | 7.63 | ||
Vanguard Wellesley Income Inv | 12.68B | -1.27 | 6.49 | 7.56 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 11.73B | -0.53 | 7.02 | 6.50 | ||
Franklin Income Adv | 10.55B | -0.43 | 3.60 | 6.05 | ||
Fidelity Asset Manager 50% | 10.5B | -0.38 | 7.61 | 7.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 2.79 | - | - | |
Chevron Corp | - | 2.17 | - | - | |
Community Health Systems Incorporated 9.88% | - | 2.12 | - | - | |
PepsiCo Inc | - | 1.96 | - | - | |
Southern Co | - | 1.89 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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