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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1033 | 1119 | 1108 | 1442 | 1956 |
Fund Return | 3.43% | 3.32% | 11.94% | 3.48% | 7.59% | 6.94% |
Place in category | 82 | 50 | 193 | 62 | 86 | 97 |
% in Category | 26 | 18 | 60 | 22 | 30 | 43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 14.07B | 9.04 | 3.10 | 12.82 | ||
Invesco Comstock A | 6.64B | 5.87 | 9.87 | 9.25 | ||
Invesco Diversified Dividend A | 3.92B | 4.17 | 5.69 | 7.52 | ||
Invesco Charter A | 3.13B | 6.54 | 5.20 | 7.85 | ||
Invesco Equally-Wtd S&P 500 A | 3.05B | 2.49 | 4.21 | 9.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 75.68B | 1.53 | 3.31 | 6.19 | ||
Vanguard LifeStrategy Growth Inv | 21.2B | 2.58 | 2.42 | 7.40 | ||
American Funds Income Fund of A R6 | 20.19B | 1.65 | 3.61 | 6.49 | ||
American Funds Income Fund of Ame | 13.24B | 1.62 | 3.51 | 6.38 | ||
American Funds Growth and Inc A | 11.42B | 3.24 | 3.65 | 7.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo & Co | - | 2.68 | - | - | |
United States Treasury Notes 4.625% | - | 2.49 | - | - | |
United States Treasury Notes 4.25% | - | 2.46 | - | - | |
Bank of America | US0605051046 | 2.16 | 38.45 | +0.43% | |
United States Treasury Notes 4.25% | - | 1.81 | - | - |
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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