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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1150 | 997 | 1150 | 1301 | 1721 | 2472 |
Fund Return | 15.03% | -0.28% | 15.03% | 9.18% | 11.48% | 9.47% |
Place in category | 501 | 227 | 501 | 65 | 125 | 187 |
% in Category | 44 | 22 | 44 | 6 | 15 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.51B | 34.73 | 9.34 | 14.02 | ||
Invesco Equity and Income A | 10.6B | 11.81 | 4.31 | 7.11 | ||
Invesco Diversified Dividend A | 4.01B | 13.13 | 6.58 | 7.66 | ||
Invesco SmallCapValue Y | 4.2B | 24.81 | 17.16 | 12.03 | ||
Invesco Charter A | 3.42B | 25.29 | 6.91 | 9.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.57B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.41 | 77.54 | -0.40% | |
Bank of America | US0605051046 | 3.10 | 45.79 | -1.86% | |
Microsoft | US5949181045 | 2.43 | 446.20 | +4.13% | |
Cisco | US17275R1023 | 2.09 | 61.63 | +0.98% | |
Philip Morris | US7181721090 | 1.94 | 122.89 | -0.74% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Neutral | Buy |
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