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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1080 | 1019 | 1245 | 1255 | 1617 | 2037 |
Fund Return | 7.97% | 1.87% | 24.53% | 7.86% | 10.09% | 7.37% |
Place in category | 11 | 14 | 6 | 751 | 944 | 711 |
% in Category | 2 | 2 | 1 | 70 | 91 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.13B | 7.96 | 8.07 | 7.63 | ||
Federated Kaufmann R | 3.21B | -1.08 | 3.26 | 8.17 | ||
Federated Kaufmann Small Cap Instl | 1.81B | -2.02 | 0.68 | - | ||
Federated Kaufmann A | 985.38M | -1.09 | 3.27 | 8.17 | ||
Federated MDT Small Cap Core Instl | 1B | -2.83 | 4.00 | 9.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 41.01B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Gilead | US3755581036 | 3.86 | 110.82 | -0.31% | |
Bristol-Myers Squibb | US1101221083 | 3.81 | 59.00 | +0.16% | |
Verizon | US92343V1044 | 3.61 | 45.01 | +0.11% | |
U.S. Bancorp | US9029733048 | 3.52 | 42.68 | -1.27% | |
Truist Financial Corp | US89832Q1094 | 3.49 | 40.85 | -1.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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