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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1196 | 1013 | 1423 | 1560 | 2561 | 3148 |
Fund Return | 19.65% | 1.34% | 42.29% | 15.99% | 20.69% | 12.15% |
Place in category | 4 | 10 | 4 | 5 | 5 | 4 |
% in Category | 1 | 2 | 1 | 2 | 2 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 15.96B | 26.77 | 5.98 | 13.43 | ||
Invesco Equity and Income A | 10.35B | 11.61 | 4.63 | 7.29 | ||
Invesco Comstock A | 6.82B | 14.80 | 9.94 | 9.64 | ||
Invesco Diversified Dividend A | 4.05B | 13.53 | 7.48 | 8.05 | ||
Invesco Charter A | 3.4B | 21.73 | 6.88 | 9.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.97B | 12.05 | 6.25 | 8.94 | ||
DFA US Small Cap Value I | 17.49B | 7.80 | 8.46 | 8.65 | ||
DFA US Targeted Value I | 13.34B | 6.78 | 7.63 | 8.98 | ||
Vanguard Small Cap Value Index I | 6.06B | 12.08 | 6.26 | 8.95 | ||
Undiscovered Managers Behavioral V6 | 3.67B | 9.47 | 8.57 | 9.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Coherent | US19247G1076 | 3.94 | 105.72 | +2.26% | |
Western Alliance | US9576381092 | 3.62 | 91.28 | +2.37% | |
Lumentum Holdings Inc | US55024U1097 | 3.44 | 85.61 | +3.81% | |
Vertiv Holdings Co | US92537N1081 | 2.69 | 141.49 | +2.87% | |
NRG | US6293775085 | 2.25 | 96.89 | +2.51% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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