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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1023 | 1171 | 1110 | 1545 | 1963 |
Fund Return | 5.22% | 2.28% | 17.07% | 3.54% | 9.08% | 6.98% |
Place in category | 239 | 266 | 218 | 95 | 116 | 113 |
% in Category | 79 | 77 | 69 | 34 | 40 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 14.67B | 16.13 | 5.63 | 13.10 | ||
Invesco Comstock A | 6.58B | 9.03 | 9.32 | 9.40 | ||
Invesco Diversified Dividend A | 3.86B | 7.14 | 5.74 | 7.67 | ||
Invesco Charter A | 3.18B | 12.13 | 6.82 | 8.23 | ||
Invesco Equally-Wtd S&P 500 A | 3.01B | 5.33 | 4.52 | 9.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 74.97B | 4.06 | 3.36 | 6.30 | ||
Vanguard LifeStrategy Growth Inv | 21.2B | 6.47 | 3.27 | 7.60 | ||
American Funds Income Fund of A R6 | 19.92B | 4.23 | 3.68 | 6.62 | ||
American Funds Income Fund of Ame | 13.04B | 4.21 | 3.57 | 6.51 | ||
American Funds Growth and Inc A | 11.63B | 6.58 | 4.29 | 7.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.85 | 57.30 | +0.30% | |
United States Treasury Notes 4.625% | - | 2.63 | - | - | |
United States Treasury Notes 4.875% | - | 2.58 | - | - | |
Bank of America | US0605051046 | 2.19 | 39.41 | +1.42% | |
United States Treasury Notes 4.5% | - | 1.87 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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