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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1088 | 1319 | 1685 | 2723 | 3442 |
Fund Return | 4.33% | 8.83% | 31.94% | 19.01% | 22.18% | 13.16% |
Place in category | 9 | 23 | 2 | 2 | 2 | 2 |
% in Category | 2 | 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 Diversified Dividend A | 4B | 4.93 | 7.96 | 8.39 | ||
Invesco Charter A | 3.32B | 3.24 | 10.31 | 9.89 |
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 | ||
Pear Tree Polaris Small Cap Ord | 3.8B | 3.92 | 7.67 | 7.48 |
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 | 69.57 | +1.90% | |
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 | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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