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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1065 | 1054 | 1197 | 1164 | 1628 | 2130 |
Fund Return | 6.54% | 5.42% | 19.66% | 5.2% | 10.23% | 7.85% |
Place in category | 463 | 262 | 948 | 1043 | 984 | 856 |
% in Category | 27 | 14 | 65 | 79 | 81 | 96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 14.29B | 9.04 | 3.10 | 12.82 | ||
Invesco Equity and Income A | 10.18B | 3.43 | 3.48 | 6.94 | ||
Invesco Comstock A | 6.67B | 5.87 | 9.87 | 9.25 | ||
Invesco Diversified Dividend A | 3.94B | 4.17 | 5.69 | 7.52 | ||
Invesco Equally-Wtd S&P 500 A | 3.08B | 2.49 | 4.21 | 9.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 8.30 | - | - | |
NVIDIA Corp | - | 6.21 | - | - | |
Amazon.com Inc | - | 5.08 | - | - | |
Apple Inc | - | 4.19 | - | - | |
Alphabet Inc Class A | - | 3.19 | - | - |
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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