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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.25 | 3.25 | 0.00 |
Shares | 96.75 | 96.75 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.42 | 15.63 |
Price to Book | 2.78 | 2.47 |
Price to Sales | 1.85 | 1.68 |
Price to Cash Flow | 12.30 | 10.43 |
Dividend Yield | 2.42 | 2.54 |
5 Years Earnings Growth | 8.75 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.97 | 21.21 |
Industrials | 14.07 | 11.70 |
Consumer Defensive | 13.89 | 8.56 |
Healthcare | 13.79 | 15.54 |
Technology | 9.52 | 12.49 |
Consumer Cyclical | 8.08 | 6.80 |
Energy | 6.39 | 7.56 |
Utilities | 5.29 | 5.34 |
Communication Services | 3.70 | 5.54 |
Real Estate | 2.32 | 3.50 |
Basic Materials | 1.99 | 3.40 |
Number of long holdings: 79
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.88 | 270.36 | +2.04% | |
Walmart | US9311421039 | 3.01 | 94.29 | -0.16% | |
Philip Morris | US7181721090 | 2.66 | 183.29 | -0.56% | |
Chevron | US1667641005 | 2.50 | 146.03 | +0.08% | |
Lowe’s | US5486611073 | 2.31 | 216.08 | -0.55% | |
J&J | US4781601046 | 2.29 | 155.22 | -1.20% | |
Bank of America | US0605051046 | 2.25 | 44.41 | +0.73% | |
McDonald’s | US5801351017 | 2.20 | 296.29 | -1.86% | |
Microsoft | US5949181045 | 2.17 | 479.14 | +0.88% | |
Medtronic | IE00BTN1Y115 | 2.10 | 87.92 | +0.74% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 15.3B | -1.81 | 17.81 | 13.41 | ||
Invesco Equity and Income A | 10.17B | 0.76 | 6.38 | 6.93 | ||
Invesco Comstock A | 6.81B | 2.82 | 9.06 | 9.48 | ||
Invesco SmallCapValue Y | 3.93B | -6.19 | 13.06 | 10.83 | ||
Invesco Charter A | 3.24B | 1.06 | 13.58 | 9.05 |
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