
Please try another search
Value funds invest in securities that are deemed to be undervalued on the basis of fundamental characteristics. There could be many types of value funds, including small-value...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1088 | 1316 | 1673 | 2688 | 3358 |
Fund Return | 4.3% | 8.78% | 31.63% | 18.7% | 21.86% | 12.88% |
Place in category | 15 | 24 | 3 | 3 | 3 | 3 |
% in Category | 4 | 6 | 1 | 1 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 15.34B | 3.65 | 14.17 | 14.55 | ||
Invesco Equity and Income A | 10.51B | 3.93 | 5.91 | 7.83 | ||
Invesco Comstock A | 7.07B | 5.60 | 10.62 | 10.62 | ||
Invesco SmallCapValue Y | 4.04B | 4.33 | 19.01 | 13.16 | ||
Invesco Diversified Dividend A | 4B | 4.93 | 7.96 | 8.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 21.55B | 3.62 | 8.63 | 9.43 | ||
DFA US Small Cap Value I | 15.34B | 2.93 | 10.04 | 9.48 | ||
DFA US Targeted Value I | 12.73B | 3.20 | 9.84 | 9.99 | ||
Vanguard Small Cap Value Index I | 6.43B | 3.61 | 8.64 | 9.44 | ||
Invesco SmallCapValue Y | 4.04B | 4.33 | 19.01 | 13.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Western Alliance | US9576381092 | 3.17 | 81.16 | -3.50% | |
Lumentum Holdings Inc | US55024U1097 | 3.17 | 65.09 | -0.91% | |
Coherent | US19247G1076 | 2.89 | 69.54 | +1.86% | |
Expedia | US30212P3038 | 2.40 | 188.70 | -2.48% | |
Rambus | US7509171069 | 2.28 | 53.30 | +0.81% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review