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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1050 | 1255 | 1307 | 1897 | 2456 |
Fund Return | 9.03% | 4.96% | 25.54% | 9.32% | 13.66% | 9.4% |
Place in category | 338 | 328 | 300 | 70 | 126 | 202 |
% in Category | 27 | 28 | 28 | 8 | 16 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 14.67B | 16.13 | 5.63 | 13.10 | ||
Invesco Equity and Income A | 10.01B | 5.22 | 3.54 | 6.98 | ||
Invesco Diversified Dividend A | 3.86B | 7.14 | 5.74 | 7.67 | ||
Invesco Charter A | 3.18B | 12.13 | 6.82 | 8.23 | ||
Invesco Equally-Wtd S&P 500 A | 3.01B | 5.33 | 4.52 | 9.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.09B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.25 | 57.13 | -1.38% | |
Bank of America | US0605051046 | 2.65 | 38.86 | -2.04% | |
Philip Morris | US7181721090 | 2.49 | 103.82 | +0.14% | |
Microsoft | US5949181045 | 2.45 | 432.68 | +1.12% | |
Elevance Health | US0367521038 | 2.23 | 536.93 | +0.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Sell | Buy | Strong Buy |
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