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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1151 | 1103 | 1430 | 1392 | 2260 | 2567 |
Fund Return | 15.07% | 10.28% | 43.03% | 11.65% | 17.72% | 9.89% |
Place in category | 4 | 4 | 5 | 7 | 6 | 16 |
% in Category | 1 | 1 | 1 | 3 | 2 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 15.05B | 16.13 | 5.63 | 13.10 | ||
Invesco Equity and Income A | 9.94B | 5.22 | 3.54 | 6.98 | ||
Invesco Comstock A | 6.47B | 9.03 | 9.32 | 9.40 | ||
Invesco Diversified Dividend A | 3.8B | 7.14 | 5.74 | 7.67 | ||
Invesco Charter A | 3.2B | 12.13 | 6.82 | 8.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.91B | 8.74 | 6.40 | 9.41 | ||
JHancock Disciplined Value Mid Cap | 13.88B | 6.36 | 6.14 | 9.75 | ||
Vanguard Mid-Cap Value Index Admira | 12.24B | 6.61 | 4.51 | 8.54 | ||
Victory Sycamore Established Value6 | 9.88B | 6.43 | 6.33 | 11.17 | ||
MFS Mid Cap Value R6 | 9.04B | 8.41 | 6.55 | 9.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vertiv Holdings Co | US92537N1081 | 3.87 | 91.48 | -4.02% | |
Vistra Energy | US92840M1027 | 3.39 | 87.59 | -0.92% | |
Coherent | US19247G1076 | 3.14 | 71.75 | +1.17% | |
Expedia | US30212P3038 | 3.11 | 124.61 | +0.96% | |
NRG | US6293775085 | 3.08 | 78.64 | -0.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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