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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1121 | 1001 | 1121 | 1144 | 1492 | 2038 |
Fund Return | 12.08% | 0.15% | 12.08% | 4.58% | 8.33% | 7.38% |
Place in category | 263 | 135 | 263 | 95 | 102 | 132 |
% in Category | 37 | 23 | 37 | 17 | 18 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.8B | 34.73 | 9.34 | 14.02 | ||
Invesco Equity and Income A | 10.61B | 11.81 | 4.31 | 7.11 | ||
Invesco Comstock A | 7.04B | 15.03 | 9.18 | 9.47 | ||
Invesco Diversified Dividend A | 4.03B | 13.13 | 6.58 | 7.66 | ||
Invesco SmallCapValue Y | 4.21B | 24.81 | 17.16 | 12.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 113.45B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.99B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.89 | 77.32 | -0.14% | |
United States Treasury Notes 4.125% | - | 2.42 | - | - | |
United States Treasury Notes 4.125% | - | 2.38 | - | - | |
Bank of America | US0605051046 | 2.35 | 46.52 | +0.28% | |
United States Treasury Notes 4.125% | - | 1.74 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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