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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1062 | 1029 | 1071 | 1148 | 1414 | 1694 |
Fund Return | 6.2% | 2.87% | 7.07% | 4.7% | 7.18% | 5.41% |
Place in category | 5 | 103 | 621 | 128 | 115 | 204 |
% in Category | 1 | 15 | 90 | 23 | 17 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 4.77B | 3.59 | 6.53 | 7.35 | ||
Federated Kaufmann R | 3.69B | 4.69 | 4.44 | 9.52 | ||
Federated Kaufmann Small Cap Instl | 2.21B | 4.90 | 2.21 | - | ||
Federated Strategic Value DividendA | 1.56B | 3.42 | 6.25 | 7.09 | ||
Federated MDT Small Cap Core Instl | 1.1B | 2.95 | 6.08 | 10.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard Total Intl Stock Index Adm | 72.9B | 5.14 | 0.67 | 5.06 | ||
Fidelity International Index Inst | 54.17B | 3.71 | 1.71 | 5.38 | ||
Fidelity Series Global ex US Index | 52.06B | 5.35 | 0.85 | 4.86 | ||
Strategic Advisers International I | 47.02B | 5.63 | 0.87 | 6.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Siemens AG | DE0007236101 | 4.14 | 208.05 | +3.38% | |
Deutsche Telekom AG | DE0005557508 | 3.02 | 33.020 | +1.10% | |
AstraZeneca | GB0009895292 | 2.99 | 11,786.0 | +5.93% | |
Sanofi | FR0000120578 | 2.59 | 103.72 | +0.12% | |
HSBC | GB0005405286 | 2.58 | 848.00 | +2.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Sell |
Summary | Strong Buy | Buy | Neutral |
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