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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 999 | 1142 | 1258 | 1689 | 2142 |
Fund Return | 5.75% | -0.1% | 14.23% | 7.94% | 11.06% | 7.91% |
Place in category | 241 | 214 | 751 | 732 | 874 | 653 |
% in Category | 20 | 20 | 63 | 68 | 85 | 83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 13.65B | -2.42 | 12.96 | 13.18 | ||
Invesco Equity and Income A | 10.04B | 3.55 | 5.75 | 7.38 | ||
Invesco Comstock A | 6.74B | 6.16 | 10.54 | 10.02 | ||
Invesco SmallCapValue Y | 3.84B | -0.23 | 14.87 | 11.58 | ||
Invesco Diversified Dividend A | 3.77B | 5.49 | 8.37 | 8.05 |
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 | 40.49B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Walmart | US9311421039 | 3.81 | 85.15 | -0.56% | |
JPMorgan | US46625H1005 | 3.54 | 242.85 | -2.12% | |
Philip Morris | US7181721090 | 3.04 | 155.16 | +0.10% | |
UnitedHealth | US91324P1021 | 2.76 | 516.04 | +0.06% | |
J&J | US4781601046 | 2.61 | 163.71 | +0.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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