
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.29 | 10.23 | 5.94 |
Shares | 59.39 | 59.68 | 0.29 |
Bonds | 36.13 | 36.24 | 0.11 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.12 | 0.68 | 0.56 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.49 | 18.53 |
Price to Book | 2.91 | 3.22 |
Price to Sales | 1.99 | 2.20 |
Price to Cash Flow | 11.35 | 12.19 |
Dividend Yield | 2.05 | 1.94 |
5 Years Earnings Growth | 9.13 | 11.02 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.11 | 23.94 |
Financial Services | 15.44 | 15.90 |
Healthcare | 11.23 | 12.98 |
Industrials | 10.77 | 10.17 |
Consumer Cyclical | 10.09 | 9.98 |
Communication Services | 8.15 | 7.51 |
Consumer Defensive | 6.88 | 6.08 |
Basic Materials | 3.49 | 3.18 |
Energy | 2.86 | 4.94 |
Utilities | 2.37 | 3.22 |
Real Estate | 1.62 | 3.40 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Franklin U.S. Core Equity Advisor | - | 20.97 | - | - | |
Franklin U.S. Core Bond ETF | - | 15.32 | - | - | |
Franklin Growth R6 | - | 9.28 | - | - | |
Franklin International Core Equity Adv | - | 8.06 | - | - | |
Franklin U.S. Treasury Bond ETF | - | 7.80 | - | - | |
Franklin Investment Grade Corporate | US35473P6034 | 7.51 | 21.48 | -0.19% | |
Putnam Large Cap Value R6 | - | 5.49 | - | - | |
Franklin U.S. Large Cap Multifactor Index | US35473P8014 | 5.06 | 62.71 | +0.08% | |
Franklin High Yield Corporate ETF | - | 2.71 | - | - | |
Franklin Emerging Market Core Equity Adv | - | 2.60 | - | - |
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 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review