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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1078 | 1188 | 1246 | 1745 | 2675 |
Fund Return | 7.79% | 7.79% | 18.83% | 7.61% | 11.78% | 10.34% |
Place in category | 1269 | 1269 | 1306 | 1135 | 1009 | 722 |
% in Category | 84 | 84 | 90 | 87 | 84 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 14.05B | 14.98 | 6.88 | 13.22 | ||
Invesco Equity and Income A | 10.04B | 6.91 | 5.74 | 7.30 | ||
Invesco Comstock A | 6.54B | 9.14 | 12.11 | 9.66 | ||
Invesco Diversified Dividend A | 3.86B | 7.88 | 8.14 | 7.98 | ||
Invesco Charter A | 3.11B | 11.19 | 8.58 | 8.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 484.24B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 355.44B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 160.8B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
E-mini S&P 500 Future Mar 24 | - | 0.48 | - | - | |
E-mini S&P MidCap 400 Future Mar 24 | - | 0.44 | - | - | |
NVIDIA | US67066G1040 | 0.30 | 904.12 | -0.16% | |
Catalent Inc | US1488061029 | 0.28 | 56.20 | -0.58% | |
Constellation Energy | US21037T1097 | 0.28 | 208.00 | +3.71% |
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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