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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1210 | 1040 | 1256 | 1378 | 1462 | 2006 |
Fund Return | 21.02% | 4.03% | 25.63% | 11.28% | 7.89% | 7.21% |
Place in category | 624 | 964 | 799 | 413 | 967 | 761 |
% in Category | 56 | 85 | 72 | 38 | 94 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 4.74B | 21.14 | 11.48 | 7.47 | ||
Federated Kaufmann R | 3.57B | 24.71 | -0.17 | 9.77 | ||
Federated Kaufmann Small Cap Instl | 2.24B | 18.15 | -2.72 | - | ||
Federated Kaufmann A | 1.11B | 24.57 | -0.17 | 9.77 | ||
Federated MDT Small Cap Core Instl | 1.08B | 23.22 | 5.54 | 10.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 22.10 | 11.98 | 11.55 | ||
Vanguard Equity-Income Adm | 55.74B | 20.82 | 11.53 | 10.54 | ||
Vanguard Windsor II Admiral | 51B | 19.09 | 9.58 | 10.82 | ||
American Funds American Mutual A | 40.7B | 20.22 | 10.11 | 9.79 | ||
Vanguard Value Index Adm | 39.97B | 23.79 | 12.28 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Gilead | US3755581036 | 4.03 | 93.65 | +0.26% | |
Verizon | US92343V1044 | 3.92 | 39.84 | -0.26% | |
Sanofi | FR0000120578 | 3.43 | 91.75 | -0.03% | |
LyondellBasell Industries | NL0009434992 | 3.36 | 74.03 | +0.02% | |
Bristol-Myers Squibb | US1101221083 | 3.29 | 57.43 | -0.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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