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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1097 | 1328 | 1390 | 1972 | 3860 |
Fund Return | 2.82% | 9.71% | 32.78% | 11.59% | 14.54% | 14.46% |
Place in category | 670 | 357 | 307 | 593 | 649 | 421 |
% in Category | 57 | 30 | 29 | 60 | 68 | 56 |
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% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 140.14B | 5.17 | 12.56 | 14.38 | ||
Fidelity Contrafund | 128.94B | 3.52 | 17.24 | 15.17 | ||
Fidelity Contrafund K | 128.94B | 3.55 | 17.32 | 15.27 | ||
Vanguard Growth Index Adm | 88.07B | -1.14 | 14.18 | 15.08 | ||
JPMorgan Large Cap Growth R6 | 62.23B | -0.18 | 15.79 | 17.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 8.93 | 115.74 | +6.42% | |
Amazon.com | US0231351067 | 8.33 | 198.89 | +1.17% | |
Microsoft | US5949181045 | 5.92 | 383.27 | +0.74% | |
Meta Platforms | US30303M1027 | 5.71 | 619.56 | +2.29% | |
Apple | US0378331005 | 4.94 | 216.98 | -1.75% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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