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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1044 | 1117 | 1194 | 1487 | 2147 |
Fund Return | 4.32% | 4.44% | 11.65% | 6.08% | 8.26% | 7.94% |
Place in category | 746 | 521 | 858 | 570 | 744 | 550 |
% in Category | 55 | 38 | 71 | 49 | 72 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 14.29B | 9.04 | 3.10 | 12.82 | ||
Invesco Equity and Income A | 10.18B | 3.43 | 3.48 | 6.94 | ||
Invesco Comstock A | 6.67B | 5.87 | 9.87 | 9.25 | ||
Invesco Diversified Dividend A | 3.94B | 4.17 | 5.69 | 7.52 | ||
Invesco Charter A | 3.17B | 6.54 | 5.20 | 7.85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.54B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 3.19 | - | - | |
Walmart Inc | - | 2.89 | - | - | |
Chevron Corp | - | 2.85 | - | - | |
Merck & Co Inc | - | 2.53 | - | - | |
Wells Fargo & Co | - | 2.30 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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