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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.13 | 7.50 | 4.37 |
Shares | 62.02 | 62.14 | 0.12 |
Bonds | 34.69 | 34.96 | 0.27 |
Other | 0.15 | 0.55 | 0.40 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.40 | 19.15 |
Price to Book | 3.03 | 3.30 |
Price to Sales | 1.85 | 2.28 |
Price to Cash Flow | 12.09 | 12.47 |
Dividend Yield | 1.90 | 1.92 |
5 Years Earnings Growth | 11.22 | 10.73 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.21 | 24.64 |
Financial Services | 13.77 | 15.71 |
Healthcare | 13.00 | 12.38 |
Industrials | 10.76 | 10.30 |
Consumer Cyclical | 10.04 | 10.04 |
Communication Services | 7.86 | 7.60 |
Consumer Defensive | 6.05 | 6.01 |
Basic Materials | 3.69 | 3.13 |
Energy | 3.33 | 4.88 |
Utilities | 2.67 | 3.25 |
Real Estate | 1.63 | 3.34 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Franklin U.S. Core Equity Advisor | - | 23.10 | - | - | |
Franklin U.S. Core Bond | US35473P5531 | 14.81 | 21.55 | -0.14% | |
Franklin Growth R6 | - | 10.21 | - | - | |
Franklin U.S. Treasury Bond | US35473P4880 | 7.45 | 20.56 | 0.00% | |
Franklin Investment Grade Corporate | US35473P6034 | 7.13 | 21.59 | -0.28% | |
Franklin International Core Equity Adv | - | 6.87 | - | - | |
Franklin U.S. Large Cap Multifactor Index | US35473P8014 | 5.31 | 66.05 | -0.62% | |
ClearBridge Large Cap Value IS | - | 4.25 | - | - | |
Franklin High Yield Corporate ETF | - | 2.81 | - | - | |
BrandywineGLOBAL Global Opp Bond IS | - | 2.51 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.57B | 5.48 | 6.71 | 6.25 | ||
Franklin Rising Dividends Adv | 4.28B | 7.73 | 10.65 | 11.42 | ||
Franklin Rising Dividends A | 19.47B | 7.58 | 10.38 | 11.14 | ||
Franklin Rising Dividends C | 751.22M | 7.12 | 9.56 | 10.30 | ||
Franklin Rising Dividends R | 180.36M | 7.42 | 10.10 | 10.86 |
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