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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1122 | 1023 | 1176 | 1084 | 1321 | 1585 |
Fund Return | 12.21% | 2.33% | 17.6% | 2.74% | 5.73% | 4.71% |
Place in category | 125 | 70 | 106 | 220 | 171 | 132 |
% in Category | 35 | 27 | 29 | 67 | 49 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.01B | 14.36 | 6.80 | 7.05 | ||
Federated Kaufmann R | 3.66B | 16.41 | -2.32 | 8.96 | ||
Federated Kaufmann Small Cap Instl | 2.22B | 9.35 | -4.65 | - | ||
Federated Strategic Value DividendA | 1.61B | 14.19 | 6.52 | 6.79 | ||
Federated Kaufmann A | 1.13B | 16.25 | -2.32 | 8.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.54B | 10.25 | 3.72 | 5.54 | ||
First Eagle Global I | 36.99B | 12.04 | 5.90 | 7.24 | ||
American Funds Capital Income Bld | 18.2B | 10.61 | 4.05 | 5.87 | ||
First Eagle Global A | 14.93B | 11.79 | 5.65 | 6.96 | ||
American Funds Global Balanced R6 | 14.67B | 6.90 | 1.61 | 5.25 |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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