
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1068 | 1156 | 1392 | 1559 | 2231 | 3736 |
Fund Return | 6.81% | 15.6% | 39.2% | 15.95% | 17.41% | 14.09% |
Place in category | 106 | 36 | 26 | 12 | 14 | 18 |
% in Category | 16 | 8 | 7 | 3 | 3 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.06B | 3.59 | 6.53 | 7.35 | ||
Federated Kaufmann R | 3.6B | 4.69 | 4.44 | 9.52 | ||
Federated Kaufmann Small Cap Instl | 2.16B | 4.90 | 2.21 | - | ||
Federated Strategic Value DividendA | 1.62B | 3.42 | 6.25 | 7.09 | ||
Federated Kaufmann A | 1.11B | 4.71 | 4.45 | 9.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.01B | 5.25 | 10.95 | 13.21 | ||
Vanguard Mid-Cap Growth Index Admir | 13.4B | 6.63 | 7.65 | 11.28 | ||
T. Rowe Price Mid-Cap Growth I | 12.79B | 4.30 | 6.10 | - | ||
T. Rowe Price Mid-Cap Growth | 11.87B | 4.29 | 5.97 | 10.90 | ||
T. Rowe Price New Horizons I | 9.69B | 5.59 | -0.08 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Palantir | US69608A1088 | 4.66 | 112.06 | -10.08% | |
Ameriprise Financial | US03076C1062 | 3.68 | 549.44 | +0.44% | |
Godaddy Inc | US3802371076 | 3.00 | 176.55 | -2.50% | |
Datadog | US23804L1035 | 2.93 | 128.85 | -1.36% | |
Veralto | US92338C1036 | 2.89 | 97.68 | -0.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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