Please try another search
Breaking News
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1087 | 996 | 1087 | 1066 | 1276 | 1599 |
Fund Return | 8.69% | -0.37% | 8.69% | 2.16% | 4.99% | 4.81% |
Place in category | 107 | 30 | 107 | 78 | 63 | 99 |
% in Category | 24 | 9 | 24 | 16 | 14 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.01B | 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 | 1.61B | 14.19 | 6.52 | 6.79 | ||
Federated Kaufmann A | 1.13B | 16.25 | -2.32 | 8.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.46B | 5.97 | 1.08 | 5.26 | ||
Vanguard Tax-Managed Balanced Adm | 10.36B | 12.17 | 4.21 | 7.50 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.18B | 7.54 | 0.93 | 4.82 | ||
Vanguard Wellesley Income Inv | 8.5B | 5.92 | 1.01 | 5.19 | ||
BlackRock Multi-Asset Income Instl | 5.89B | 7.39 | 1.79 | 4.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.07 | 237.59 | -0.74% | |
Microsoft | US5949181045 | 2.05 | 414.99 | -6.18% | |
Alphabet A | US02079K3059 | 1.45 | 200.87 | +2.79% | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 5% | - | 1.16 | - | - | |
Eli Lilly | US5324571083 | 1.15 | 823.23 | +2.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review