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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1033 | 1037 | 1092 | 1180 | 1410 | 2055 |
Fund Return | 3.34% | 3.72% | 9.21% | 5.68% | 7.11% | 7.47% |
Place in category | 928 | 784 | 1012 | 689 | 909 | 663 |
% in Category | 71 | 58 | 84 | 60 | 86 | 83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 14.1B | 9.04 | 3.10 | 12.82 | ||
Invesco Equity and Income A | 10.15B | 3.43 | 3.48 | 6.94 | ||
Invesco Comstock A | 6.64B | 5.87 | 9.87 | 9.25 | ||
Invesco Diversified Dividend A | 3.91B | 4.17 | 5.69 | 7.52 | ||
Invesco Charter A | 3.14B | 6.54 | 5.20 | 7.85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 51.96B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 48.41B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.57B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 36.41B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Merck & Co Inc | - | 3.43 | - | - | |
JPMorgan Chase & Co | - | 3.32 | - | - | |
Walmart Inc | - | 2.91 | - | - | |
Chevron Corp | - | 2.87 | - | - | |
Morgan Stanley | - | 2.63 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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