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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1112 | 1112 | 1274 | 1280 | 1785 | 2237 |
Fund Return | 11.19% | 11.19% | 27.43% | 8.58% | 12.28% | 8.38% |
Place in category | 441 | 441 | 896 | 1039 | 952 | 854 |
% in Category | 26 | 26 | 60 | 79 | 79 | 96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 13.8B | 14.98 | 6.88 | 13.22 | ||
Invesco Equity and Income A | 9.99B | 6.91 | 5.74 | 7.30 | ||
Invesco Comstock A | 6.5B | 9.14 | 12.11 | 9.66 | ||
Invesco Diversified Dividend A | 3.84B | 7.88 | 8.14 | 7.98 | ||
Invesco Equally-Wtd S&P 500 A | 2.99B | 7.79 | 7.61 | 10.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.38 | 413.54 | +1.69% | |
NVIDIA | US67066G1040 | 5.59 | 921.40 | +3.77% | |
Amazon.com | US0231351067 | 5.29 | 188.70 | +1.34% | |
Apple | US0378331005 | 4.53 | 181.71 | -0.91% | |
Meta Platforms | US30303M1027 | 3.14 | 465.68 | +3.04% |
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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