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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.23 | 14.74 | 11.51 |
Stocks | 60.62 | 64.70 | 4.08 |
Bonds | 35.34 | 35.69 | 0.35 |
Convertible | 0.15 | 0.15 | 0.00 |
Preferred | 0.63 | 0.63 | 0.00 |
Other | 0.04 | 0.07 | 0.03 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.80 | 18.78 |
Price to Book | 2.29 | 3.14 |
Price to Sales | 1.49 | 2.17 |
Price to Cash Flow | 7.37 | 12.17 |
Dividend Yield | 2.22 | 2.00 |
5 Years Earnings Growth | 9.33 | 11.46 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 14.58 | 15.02 |
Technology | 12.54 | 23.55 |
Industrials | 12.28 | 10.45 |
Consumer Cyclical | 11.99 | 9.76 |
Consumer Defensive | 10.13 | 6.27 |
Healthcare | 9.19 | 13.39 |
Communication Services | 8.01 | 7.26 |
Real Estate | 7.10 | 4.35 |
Energy | 5.35 | 5.32 |
Utilities | 4.94 | 3.15 |
Basic Materials | 3.88 | 3.44 |
Number of long holdings: 31
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Invesco Core Plus Bond R6 | - | 9.53 | - | - | |
Invesco Equally-Wtd S&P 500 R6 | - | 8.58 | - | - | |
Invesco S&P 500® Pure Growth ETF | - | 8.56 | - | - | |
Invesco Diversified Dividend R6 | - | 7.06 | - | - | |
Invesco RAFI™ Strategic Dvlpd ex-US ETF | - | 5.23 | - | - | |
Invesco Comstock R6 | - | 5.07 | - | - | |
Invesco International Growth R6 | - | 4.77 | - | - | |
Invesco International Select Equity R6 | - | 4.55 | - | - | |
Invesco Balanced-Risk Allc R6 | - | 4.46 | - | - | |
Invesco American Franchise R6 | - | 4.30 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 15.51B | 25.80 | 7.80 | 13.54 | ||
Invesco Equity and Income A | 10.49B | 11.71 | 5.87 | 7.31 | ||
Invesco Comstock A | 6.96B | 15.35 | 12.05 | 9.71 | ||
Invesco Diversified Dividend A | 4.05B | 13.93 | 9.07 | 8.32 | ||
Invesco SmallCapValue Y | 3.55B | 19.65 | 17.48 | 12.26 |
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