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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1058 | 1213 | 1354 | 1911 | 2745 |
Fund Return | 5.6% | 5.81% | 21.33% | 10.62% | 13.83% | 10.62% |
Place in category | 61 | 90 | 258 | 124 | 68 | 135 |
% in Category | 5 | 9 | 22 | 14 | 10 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.26B | 3.65 | 14.17 | 14.55 | ||
Invesco Equity and Income A | 10.58B | 3.93 | 5.91 | 7.83 | ||
Invesco SmallCapValue Y | 4.17B | 4.33 | 19.01 | 13.16 | ||
Invesco Diversified Dividend A | 4.02B | 4.93 | 7.96 | 8.39 | ||
Invesco Charter A | 3.42B | 3.24 | 10.31 | 9.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.8B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.54B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.26 | 77.50 | -1.44% | |
Bank of America | US0605051046 | 3.07 | 44.81 | -1.08% | |
Microsoft | US5949181045 | 2.59 | 408.21 | -1.90% | |
Alphabet A | US02079K3059 | 2.28 | 179.66 | -2.65% | |
Cisco | US17275R1023 | 2.24 | 63.98 | -1.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Neutral | Buy |
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