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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1172 | 1061 | 1227 | 1236 | 1581 | 2088 |
Fund Return | 17.24% | 6.08% | 22.73% | 7.33% | 9.59% | 7.64% |
Place in category | 107 | 22 | 122 | 39 | 71 | 108 |
% in Category | 33 | 8 | 33 | 19 | 26 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.13B | 35.51 | 9.26 | 13.91 | ||
Invesco Comstock A | 6.72B | 22.20 | 13.68 | 10.15 | ||
Invesco Diversified Dividend A | 3.87B | 19.39 | 10.92 | 8.26 | ||
Invesco SmallCapValue Y | 3.81B | 32.54 | 21.93 | 13.15 | ||
Invesco Charter A | 3.35B | 28.92 | 9.34 | 9.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 75.92B | 14.47 | 6.69 | 6.95 | ||
Vanguard LifeStrategy Growth Inv | 22.66B | 16.17 | 5.57 | 8.14 | ||
American Funds Income Fund of A R6 | 21.33B | 14.81 | 7.02 | 7.26 | ||
American Funds Income Fund of Ame | 13.76B | 14.71 | 6.91 | 7.15 | ||
American Funds Growth and Inc A | 12.37B | 17.03 | 6.70 | 8.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.58 | 70.34 | +2.16% | |
United States Treasury Notes 3.5% | - | 2.46 | - | - | |
United States Treasury Notes 3.5% | - | 2.45 | - | - | |
Bank of America | US0605051046 | 2.17 | 44.17 | +1.82% | |
United States Treasury Notes 3.875% | - | 1.80 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Neutral |
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