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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1147 | 997 | 1147 | 1292 | 1700 | 2411 |
Fund Return | 14.73% | -0.35% | 14.73% | 8.91% | 11.2% | 9.2% |
Place in category | 542 | 237 | 542 | 88 | 153 | 254 |
% in Category | 46 | 23 | 46 | 9 | 18 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.37B | 3.65 | 14.17 | 14.55 | ||
Invesco Equity and Income A | 10.56B | 3.93 | 5.91 | 7.83 | ||
Invesco Comstock A | 7.02B | 5.60 | 10.62 | 10.62 | ||
Invesco SmallCapValue Y | 4.17B | 4.33 | 19.01 | 13.16 | ||
Invesco Diversified Dividend A | 4B | 4.93 | 7.96 | 8.39 |
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 | 41.95B | 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 | 3.41 | 79.64 | +0.68% | |
Bank of America | US0605051046 | 3.10 | 46.79 | +0.26% | |
Microsoft | US5949181045 | 2.43 | 411.44 | -0.19% | |
Cisco | US17275R1023 | 2.09 | 62.43 | -0.60% | |
Philip Morris | US7181721090 | 1.94 | 147.98 | +0.96% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Buy | Neutral | Buy |
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