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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1151 | 1111 | 1475 | 1485 | 2697 | 2939 |
Fund Return | 15.1% | 11.14% | 47.51% | 14.1% | 21.95% | 11.38% |
Place in category | 4 | 5 | 4 | 5 | 5 | 3 |
% in Category | 1 | 1 | 1 | 2 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 14.61B | 16.13 | 5.63 | 13.10 | ||
Invesco Equity and Income A | 10.01B | 5.22 | 3.54 | 6.98 | ||
Invesco Comstock A | 6.57B | 9.03 | 9.32 | 9.40 | ||
Invesco Diversified Dividend A | 3.86B | 7.14 | 5.74 | 7.67 | ||
Invesco Charter A | 3.17B | 12.13 | 6.82 | 8.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 19.91B | 4.96 | 4.40 | 8.60 | ||
DFA US Small Cap Value I | 15.41B | 4.20 | 7.29 | 8.43 | ||
DFA US Targeted Value I | 12.84B | 3.47 | 6.88 | 8.74 | ||
Vanguard Small Cap Value Index I | 5.64B | 4.96 | 4.41 | 8.61 | ||
Victory Sycamore Small Company OppI | 3.15B | 0.83 | 2.89 | 9.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vertiv Holdings Co | US92537N1081 | 3.15 | 87.68 | -0.36% | |
Coherent | US19247G1076 | 3.03 | 65.88 | -0.23% | |
Lumentum Holdings Inc | US55024U1097 | 2.97 | 45.79 | +0.44% | |
Vistra Energy | US92840M1027 | 2.94 | 85.07 | -1.38% | |
NRG | US6293775085 | 2.55 | 77.89 | +0.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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