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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1091 | 1091 | 1226 | 1409 | 1830 | 2515 |
Fund Return | 9.14% | 9.14% | 22.61% | 12.11% | 12.85% | 9.66% |
Place in category | 555 | 555 | 432 | 72 | 153 | 212 |
% in Category | 42 | 42 | 37 | 7 | 19 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 13.41B | 14.98 | 6.88 | 13.22 | ||
Invesco Equity and Income A | 9.91B | 6.91 | 5.74 | 7.30 | ||
Invesco Diversified Dividend A | 3.8B | 7.88 | 8.14 | 7.98 | ||
Invesco Charter A | 3.01B | 11.19 | 8.58 | 8.38 | ||
Invesco Equally-Wtd S&P 500 A | 2.95B | 7.79 | 7.61 | 10.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 8.50 | 10.37 | 11.08 | ||
Vanguard Equity-Income Adm | 51.96B | 7.81 | 9.87 | 10.27 | ||
Vanguard Windsor II Admiral | 48.41B | 8.89 | 9.92 | 10.76 | ||
American Funds American Mutual A | 37.87B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 36.41B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.10 | 59.50 | +0.30% | |
Meta Platforms | US30303M1027 | 2.89 | 439.10 | +2.08% | |
Microsoft | US5949181045 | 2.65 | 395.12 | +1.49% | |
Bank of America | US0605051046 | 2.51 | 36.94 | -0.19% | |
Philip Morris | US7181721090 | 2.40 | 96.04 | +1.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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