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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 1041 | 1161 | 1188 | 1561 | 2125 |
Fund Return | 3.93% | 4.12% | 16.09% | 5.91% | 9.32% | 7.83% |
Place in category | 12 | 106 | 124 | 162 | 65 | 120 |
% in Category | 3 | 17 | 18 | 26 | 14 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.52B | 3.65 | 14.17 | 14.55 | ||
Invesco Comstock A | 7.05B | 5.60 | 10.62 | 10.62 | ||
Invesco SmallCapValue Y | 4.19B | 4.33 | 19.01 | 13.16 | ||
Invesco Diversified Dividend A | 4.03B | 4.93 | 7.96 | 8.39 | ||
Invesco Charter A | 3.43B | 3.24 | 10.31 | 9.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 113.65B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 100.34B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 57.01B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 47.01B | 2.10 | 6.18 | 8.47 | ||
Fidelity Balanced | 42.26B | 1.89 | 7.25 | 9.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.89 | 80.67 | -0.92% | |
United States Treasury Notes 4.125% | - | 2.42 | - | - | |
United States Treasury Notes 4.125% | - | 2.38 | - | - | |
Bank of America | US0605051046 | 2.35 | 47.40 | -0.71% | |
United States Treasury Notes 4.125% | - | 1.74 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Sell | BUY |
Summary | Sell | Neutral | Buy |
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