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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1062 | 999 | 1175 | 1351 | 2140 | 2598 |
Fund Return | 6.16% | -0.08% | 17.55% | 10.54% | 16.44% | 10.02% |
Place in category | 161 | 207 | 236 | 189 | 43 | 142 |
% in Category | 15 | 19 | 23 | 22 | 6 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 14.53B | -2.42 | 12.96 | 13.18 | ||
Invesco Equity and Income A | 10.25B | 3.55 | 5.75 | 7.38 | ||
Invesco SmallCapValue Y | 4.02B | -0.23 | 14.87 | 11.58 | ||
Invesco Diversified Dividend A | 3.85B | 5.49 | 8.37 | 8.05 | ||
Invesco Charter A | 3.18B | 1.72 | 10.44 | 9.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 41.19B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.36 | 74.24 | -0.05% | |
Bank of America | US0605051046 | 3.08 | 43.28 | +0.49% | |
Microsoft | US5949181045 | 2.43 | 395.16 | +0.53% | |
Alphabet A | US02079K3059 | 2.35 | 170.56 | +1.72% | |
Meta Platforms | US30303M1027 | 2.32 | 626.31 | +1.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Buy |
Technical Indicators | BUY | Sell | BUY |
Summary | Neutral | Neutral | Buy |
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