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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1153 | 998 | 1153 | 1311 | 1743 | 2535 |
Fund Return | 15.32% | -0.22% | 15.32% | 9.45% | 11.76% | 9.75% |
Place in category | 463 | 222 | 463 | 49 | 102 | 137 |
% in Category | 42 | 22 | 42 | 5 | 13 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.39B | 34.73 | 9.34 | 14.02 | ||
Invesco Equity and Income A | 10.6B | 11.81 | 4.31 | 7.11 | ||
Invesco Comstock A | 7.05B | 15.03 | 9.18 | 9.47 | ||
Invesco Diversified Dividend A | 4.01B | 13.13 | 6.58 | 7.66 | ||
Invesco SmallCapValue Y | 4.16B | 24.81 | 17.16 | 12.03 |
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 | 41.8B | 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 | 79.47 | +1.70% | |
Bank of America | US0605051046 | 3.10 | 46.71 | +1.08% | |
Microsoft | US5949181045 | 2.43 | 412.37 | +0.35% | |
Cisco | US17275R1023 | 2.09 | 61.34 | +0.49% | |
Philip Morris | US7181721090 | 1.94 | 130.39 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Neutral | Neutral | Buy |
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