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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1118 | 1001 | 1118 | 1135 | 1473 | 1987 |
Fund Return | 11.81% | 0.08% | 11.81% | 4.31% | 8.05% | 7.11% |
Place in category | 283 | 146 | 283 | 119 | 140 | 167 |
% in Category | 39 | 24 | 39 | 20 | 24 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.38B | 34.73 | 9.34 | 14.02 | ||
Invesco Comstock A | 7.1B | 15.03 | 9.18 | 9.47 | ||
Invesco Diversified Dividend A | 4.04B | 13.13 | 6.58 | 7.66 | ||
Invesco SmallCapValue Y | 4.18B | 24.81 | 17.16 | 12.03 | ||
Invesco Charter A | 3.42B | 25.29 | 6.91 | 9.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.6B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.46B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Balanced | 42.26B | 16.06 | 4.91 | 9.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.89 | 78.80 | -0.03% | |
United States Treasury Notes 4.125% | - | 2.42 | - | - | |
United States Treasury Notes 4.125% | - | 2.38 | - | - | |
Bank of America | US0605051046 | 2.35 | 46.30 | -0.90% | |
United States Treasury Notes 4.125% | - | 1.74 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Buy | Neutral | Buy |
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