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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.60 | 1.60 | 0.00 |
Shares | 98.40 | 98.40 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.00 | 15.20 |
Price to Book | 2.80 | 2.41 |
Price to Sales | 2.15 | 1.62 |
Price to Cash Flow | 11.74 | 10.08 |
Dividend Yield | 2.38 | 2.62 |
5 Years Earnings Growth | 10.09 | 9.69 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.19 | 20.49 |
Healthcare | 14.00 | 15.36 |
Industrials | 13.81 | 11.90 |
Consumer Defensive | 10.88 | 8.47 |
Technology | 10.44 | 12.49 |
Consumer Cyclical | 7.03 | 6.48 |
Energy | 6.91 | 8.35 |
Utilities | 5.81 | 5.03 |
Basic Materials | 4.09 | 3.92 |
Communication Services | 3.75 | 5.50 |
Real Estate | 3.10 | 3.61 |
Number of long holdings: 85
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 3.19 | - | - | |
Walmart Inc | - | 2.89 | - | - | |
Chevron Corp | - | 2.85 | - | - | |
Merck & Co Inc | - | 2.53 | - | - | |
Wells Fargo & Co | - | 2.30 | - | - | |
Microsoft Corp | - | 2.30 | - | - | |
Johnson & Johnson | - | 2.27 | - | - | |
Morgan Stanley | - | 2.21 | - | - | |
Philip Morris International Inc | - | 2.09 | - | - | |
ConocoPhillips | - | 2.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 13.99B | 9.04 | 3.10 | 12.82 | ||
Invesco Equity and Income A | 10.07B | 3.43 | 3.48 | 6.94 | ||
Invesco Comstock A | 6.57B | 5.87 | 9.87 | 9.25 | ||
Invesco Charter A | 3.11B | 6.54 | 5.20 | 7.85 | ||
Invesco Equally-Wtd S&P 500 A | 3.02B | 2.49 | 4.21 | 9.75 |
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