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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1129 | 968 | 1129 | 1133 | 1457 | 1875 |
Fund Return | 12.86% | -3.24% | 12.86% | 4.23% | 7.82% | 6.49% |
Place in category | 731 | 1018 | 731 | 897 | 819 | 764 |
% in Category | 65 | 85 | 65 | 81 | 80 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5B | 14.36 | 6.80 | 7.05 | ||
Federated Kaufmann R | 3.64B | 16.41 | -2.32 | 8.96 | ||
Federated Kaufmann Small Cap Instl | 2.21B | 9.35 | -4.65 | - | ||
Federated Strategic Value DividendA | 1.6B | 14.19 | 6.52 | 6.79 | ||
Federated Kaufmann A | 1.13B | 16.25 | -2.32 | 8.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.85B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Goldman Sachs | US38141G1040 | 2.98 | 645.45 | +1.78% | |
Berkshire Hathaway B | US0846707026 | 2.97 | 473.73 | +1.33% | |
UnitedHealth | US91324P1021 | 2.59 | 539.81 | -1.03% | |
KKR & Co | US48251W1045 | 2.55 | 153.81 | +3.02% | |
Exxon Mobil | US30231G1022 | 2.42 | 109.88 | -0.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Strong Buy | Strong Sell | Neutral |
Summary | Neutral | Strong Sell | Neutral |
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