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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 981 | 1021 | 1065 | 867 | 1199 | 1432 |
Fund Return | -1.92% | 2.11% | 6.55% | -4.63% | 3.69% | 3.65% |
Place in category | 64 | 65 | 88 | 59 | 96 | 66 |
% in Category | 47 | 50 | 48 | 40 | 74 | 78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.39B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth Adv | 192.31M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 55.19M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 299.32M | 3.47 | 2.85 | 3.52 | ||
Templeton Growth A | 8.37B | 3.37 | 2.55 | 3.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World A | 28.11B | -2.28 | -6.46 | 7.58 | ||
American Funds SMALLCAP World R6 | 24.39B | -2.15 | -6.10 | 7.98 | ||
American Funds SMALLCAP World F2 | 9.54B | -2.20 | -6.21 | 7.86 | ||
Old Westbury Small & Mid Cap Strate | 8.56B | -0.32 | -5.33 | 4.91 | ||
Oppenheimer Global Opportunities A | 1.74B | -9.49 | -15.83 | 5.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
OneSpaWorld Holdings Ltd | - | 2.17 | - | - | |
Asics Corp | JP3118000003 | 2.05 | 8,148.0 | -1.43% | |
Integer Holdings Corp | - | 2.01 | - | - | |
Alamo Group Inc | - | 2.01 | - | - | |
Brunello Cucinelli | IT0004764699 | 1.78 | 96.15 | +0.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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