Share Class Assets Under Management Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Share Class Assets Under Management Data

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Date Value
August 31, 2026 12.68B
July 31, 2026 12.69B
June 30, 2026 12.38B
March 31, 2026 12.28B
February 27, 2026 12.81B
January 30, 2026 12.71B
December 31, 2025 12.46B
November 28, 2025 12.54B
October 31, 2025 12.43B
September 30, 2025 12.57B
August 29, 2025 12.61B
July 31, 2025 12.19B
June 30, 2025 12.41B
May 30, 2025 12.27B
April 30, 2025 11.98B
March 31, 2025 12.21B
February 28, 2025 12.46B
January 31, 2025 12.42B
December 31, 2024 11.90B
November 29, 2024 12.56B
October 31, 2024 12.29B
September 30, 2024 12.51B
August 30, 2024 12.47B
July 31, 2024 12.33B
June 28, 2024 12.00B
Date Value
May 31, 2024 12.14B
April 30, 2024 11.87B
March 28, 2024 12.25B
February 29, 2024 12.02B
January 31, 2024 12.01B
December 29, 2023 12.55B
November 30, 2023 12.10B
October 31, 2023 11.50B
September 29, 2023 11.88B
August 31, 2023 12.19B
July 31, 2023 12.52B
June 30, 2023 12.15B
May 31, 2023 11.79B
April 28, 2023 12.21B
March 31, 2023 12.19B
February 28, 2023 12.48B
January 31, 2023 12.90B
December 30, 2022 12.81B
November 30, 2022 13.38B
October 31, 2022 12.83B
September 30, 2022 12.33B
August 31, 2022 13.54B
July 29, 2022 13.98B
June 30, 2022 13.53B
May 31, 2022 14.54B

Share Class Assets Under Management (AUM) Definition

Share Class Assets Under Management (AUM) is the total market value of the investments that a fund holds with regards to a specific Share Class of the fund.

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Share Class Assets Under Management Range, Past 5 Years

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Minimum
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Maximum
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Average
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Median

Share Class Assets Under Management Benchmarks

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Invesco Equity & Income Fund A 10.94B
Touchstone Balanced Fund Y 315.71M
Fidelity Puritan Fund 30.58B
Archer Balanced Fund 63.39M
State Farm Balanced Fund 2.792B

Share Class Assets Under Management Excel Add-In Codes

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Metric Code: assets_under_management
Latest Data Point: =YCP("M:DODBX", "assets_under_management")
Last 5 Data Points: =YCS("M:DODBX", "assets_under_management", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.