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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 985 | 985 | 1031 | 1103 | 1430 | 1612 |
Fund Return | -1.47% | -1.47% | 3.08% | 3.33% | 7.41% | 4.89% |
Place in category | 416 | 416 | 410 | 140 | 102 | 70 |
% in Category | 94 | 94 | 94 | 32 | 22 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 4.7B | 7.42 | 6.86 | 7.79 | ||
Federated Kaufmann R | 2.97B | -8.84 | 0.31 | 7.20 | ||
Federated Kaufmann Small Cap Instl | 1.6B | -11.22 | -2.92 | - | ||
Federated Strategic Value DividendA | 1.49B | 7.23 | 6.58 | 7.51 | ||
Federated MDT Small Cap Core Instl | 878.25M | -9.62 | 1.28 | 8.36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 41.15B | 2.88 | 3.29 | 5.43 | ||
Vanguard Tax-Managed Balanced Adm | 10.54B | -2.23 | 5.32 | 7.10 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.29B | 0.79 | 3.19 | 4.69 | ||
Vanguard Wellesley Income Inv | 8.56B | 2.87 | 3.22 | 5.36 | ||
American Funds Income Portfolio A | 5.55B | 2.58 | 4.88 | 5.84 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.26 | 198.15 | +4.06% | |
Microsoft | US5949181045 | 2.04 | 388.45 | +1.86% | |
Alphabet A | US02079K3059 | 1.69 | 157.14 | +2.83% | |
Broadcom | US11135F1012 | 1.43 | 181.94 | +5.59% | |
Amazon.com | US0231351067 | 1.29 | 184.87 | +2.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Sell |
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