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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.13 | 3.14 | 0.01 |
Stocks | 22.77 | 22.86 | 0.09 |
Bonds | 60.82 | 60.82 | 0.00 |
Convertible | 1.02 | 1.02 | 0.00 |
Preferred | 12.16 | 12.16 | 0.00 |
Other | 0.10 | 0.10 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.93 | 18.02 |
Price to Book | 2.40 | 3.06 |
Price to Sales | 1.81 | 2.04 |
Price to Cash Flow | 9.17 | 11.84 |
Dividend Yield | 3.65 | 2.02 |
5 Years Earnings Growth | 6.18 | 11.27 |
Name | Net % | Category Average |
---|---|---|
Utilities | 18.25 | 3.03 |
Healthcare | 17.17 | 13.42 |
Energy | 14.83 | 5.45 |
Consumer Defensive | 12.03 | 6.33 |
Industrials | 10.69 | 10.86 |
Financial Services | 10.03 | 14.96 |
Technology | 7.03 | 22.85 |
Basic Materials | 5.90 | 3.51 |
Consumer Cyclical | 2.15 | 10.08 |
Communication Services | 1.91 | 7.18 |
Number of long holdings: 618
Number of short holdings: 52
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes | - | 2.75 | - | - | |
United States Treasury Notes | - | 1.99 | - | - | |
United States Treasury Bonds | - | 1.97 | - | - | |
United States Treasury Notes | - | 1.69 | - | - | |
Chevron Corp | - | 1.61 | - | - | |
United States Treasury Notes | - | 1.35 | - | - | |
Lockheed Martin Corp | - | 1.18 | - | - | |
Johnson & Johnson | - | 1.08 | - | - | |
Southern Co | - | 0.98 | - | - | |
Exxon Mobil Corp | - | 0.79 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Templeton Growth A | 18.6B | 7.05 | 4.94 | 3.63 | ||
Templeton Growth Adv | 18.6B | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 18.6B | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 18.6B | 7.14 | 5.25 | 3.98 | ||
Franklin Rising Dividends A | 15.74B | 7.47 | 9.45 | 10.87 |
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