Name Funds
holding
Growth Growth % Return since
30 Sep ‘25
2001
48 +2 +4% 20.8%
2002
48 +2 +4% 43.6%
2003
24 +1 +4% 4.23%
KORE icon
2004
KORE Group Holdings
KORE
$161M
24 +1 +4% 278%
2005
24 +1 +4% 23.8%
2006
24 +1 +4% 1.68%
2007
24 +1 +4% 0.24%
2008
24 +1 +4% 23.3%
2009
24 +1 +4% 8.46%
2010
97 +4 +4% 3.5%
FT
2011
Franklin Universal Trust
FT
$203M
49 +2 +4% 0.62%
2012
49 +2 +4% 4.51%
2013
74 +3 +4% 30.2%
2014
74 +3 +4% 10.6%
2015
50 +2 +4% 3.48%
2016
25 +1 +4% 5.57%
2017
25 +1 +4% 4.32%
2018
25 +1 +4% 1.25%
2019
25 +1 +4% 2.37%
2020
177 +7 +4% 80.6%
2021
76 +3 +4% 4.86%
2022
103 +4 +4% 1.13%
2023
52 +2 +4% 10.2%
2024
52 +2 +4% 7.5%
2025
52 +2 +4% 1.96%