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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1004 | 1088 | 1059 | 1170 | 1421 |
Fund Return | 2.56% | 0.37% | 8.85% | 1.93% | 3.18% | 3.58% |
Place in category | 218 | 181 | 232 | 396 | 359 | 232 |
% in Category | 46 | 41 | 55 | 96 | 95 | 83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 13.76B | -2.42 | 12.96 | 13.18 | ||
Invesco Equity and Income A | 10.02B | 3.55 | 5.75 | 7.38 | ||
Invesco Comstock A | 6.71B | 6.16 | 10.54 | 10.02 | ||
Invesco SmallCapValue Y | 3.81B | -0.23 | 14.87 | 11.58 | ||
Invesco Diversified Dividend A | 3.76B | 5.49 | 8.37 | 8.05 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 41.15B | 3.63 | 3.28 | 5.50 | ||
Vanguard Tax-Managed Balanced Adm | 10.54B | 1.79 | 6.28 | 7.74 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.29B | 2.40 | 3.42 | 4.84 | ||
Vanguard Wellesley Income Inv | 8.56B | 3.63 | 3.22 | 5.43 | ||
BlackRock Multi-Asset Income Instl | 5.79B | 3.37 | 4.43 | 4.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Invesco Core Bond R6 | - | 24.89 | - | - | |
Invesco Core Plus Bond R6 | - | 23.87 | - | - | |
Invesco PureBeta MSCI USA | US46138E4614 | 6.73 | 56.09 | +0.43% | |
Invesco Variable Rate Investment Grd ETF | US46090A8797 | 5.88 | - | - | |
Invesco FTSE RAFI Developed Markets ex-U.S. | US46138E7435 | 5.49 | 52.65 | +0.63% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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