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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1001 | 1190 | 1199 | 1421 | 1983 |
Fund Return | 3.42% | 0.12% | 18.96% | 6.25% | 7.28% | 7.09% |
Place in category | 952 | 1121 | 554 | 898 | 972 | 761 |
% in Category | 72 | 94 | 48 | 82 | 94 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.09B | 3.59 | 6.53 | 7.35 | ||
Federated Kaufmann R | 3.61B | 4.69 | 4.44 | 9.52 | ||
Federated Kaufmann Small Cap Instl | 2.16B | 4.90 | 2.21 | - | ||
Federated Kaufmann A | 1.12B | 4.71 | 4.45 | 9.52 | ||
Federated MDT Small Cap Core Instl | 1.1B | 2.95 | 6.08 | 10.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.26B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Gilead | US3755581036 | 3.86 | 104.08 | -1.77% | |
Bristol-Myers Squibb | US1101221083 | 3.81 | 53.90 | -3.70% | |
Verizon | US92343V1044 | 3.61 | 40.99 | -0.12% | |
U.S. Bancorp | US9029733048 | 3.52 | 47.75 | +0.76% | |
Truist Financial Corp | US89832Q1094 | 3.49 | 46.81 | +0.75% |
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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