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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 1032 | 1201 | 1195 | 1594 | 2176 |
Fund Return | 7.29% | 3.19% | 20.11% | 6.12% | 9.77% | 8.09% |
Place in category | 738 | 802 | 826 | 597 | 833 | 538 |
% in Category | 58 | 65 | 69 | 53 | 82 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 14.67B | 16.13 | 5.63 | 13.10 | ||
Invesco Equity and Income A | 10.01B | 5.22 | 3.54 | 6.98 | ||
Invesco Comstock A | 6.58B | 9.03 | 9.32 | 9.40 | ||
Invesco Diversified Dividend A | 3.86B | 7.14 | 5.74 | 7.67 | ||
Invesco Charter A | 3.18B | 12.13 | 6.82 | 8.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.09B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.18 | 192.51 | -0.95% | |
Chevron | US1667641005 | 3.04 | 154.14 | -1.50% | |
Walmart | US9311421039 | 2.78 | 66.17 | -0.85% | |
Merck&Co | US58933Y1055 | 2.58 | 130.77 | -0.81% | |
Wells Fargo&Co | US9497461015 | 2.46 | 57.45 | +0.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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