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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1354 | 1117 | 1415 | 1220 | 2031 | 3704 |
Fund Return | 35.4% | 11.7% | 41.52% | 6.87% | 15.22% | 13.99% |
Place in category | 205 | 180 | 194 | 678 | 650 | 412 |
% in Category | 20 | 16 | 20 | 69 | 69 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.1B | 35.51 | 9.26 | 13.91 | ||
Invesco Equity and Income A | 10.84B | 17.24 | 7.33 | 7.64 | ||
Invesco Comstock A | 7.22B | 22.20 | 13.68 | 10.15 | ||
Invesco Diversified Dividend A | 4.15B | 19.39 | 10.92 | 8.26 | ||
Invesco SmallCapValue Y | 4B | 32.54 | 21.93 | 13.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.44B | 30.62 | 7.78 | 13.76 | ||
Fidelity Contrafund | 140.4B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 12.59B | 37.40 | 11.71 | 15.44 | ||
Vanguard Growth Index Adm | 89.13B | 32.05 | 9.66 | 15.58 | ||
JPMorgan Large Cap Growth R6 | 68.63B | 34.70 | 11.07 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 11.94 | 144.47 | +4.45% | |
Apple | US0378331005 | 8.81 | 243.36 | -0.20% | |
Microsoft | US5949181045 | 8.32 | 423.35 | +1.14% | |
Amazon.com | US0231351067 | 6.82 | 224.19 | +1.80% | |
Meta Platforms | US30303M1027 | 4.90 | 604.63 | +0.90% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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