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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1087 | 1101 | 1341 | 1455 | 2225 | 2772 |
Fund Return | 8.7% | 10.14% | 34.06% | 13.32% | 17.35% | 10.73% |
Place in category | 3 | 4 | 4 | 5 | 5 | 3 |
% in Category | 1 | 1 | 1 | 1 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 14.07B | 9.04 | 3.10 | 12.82 | ||
Invesco Equity and Income A | 10.14B | 3.43 | 3.48 | 6.94 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.44B | 0.67 | 3.68 | 8.32 | ||
DFA US Small Cap Value I | 15.68B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.2B | -1.73 | 6.44 | 8.28 | ||
Vanguard Small Cap Value Index I | 5.99B | 0.66 | 3.70 | 8.33 | ||
Victory Sycamore Small Company OppI | 3.27B | -3.10 | 1.85 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lumentum Holdings Inc | - | 2.89 | - | - | |
Western Alliance Bancorp | - | 2.86 | - | - | |
Vertiv Holdings Co Class A | - | 2.85 | - | - | |
Coherent Corp | - | 2.83 | - | - | |
Vistra Corp | - | 2.78 | - | - |
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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