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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 1033 | 1124 | 1117 | 1310 | 1574 |
Fund Return | 2.22% | 3.25% | 12.38% | 3.75% | 5.55% | 4.64% |
Place in category | 82 | 21 | 31 | 76 | 57 | 142 |
% in Category | 16 | 7 | 10 | 17 | 13 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.06B | 3.59 | 6.53 | 7.35 | ||
Federated Kaufmann R | 3.6B | 4.69 | 4.44 | 9.52 | ||
Federated Kaufmann Small Cap Instl | 2.16B | 4.90 | 2.21 | - | ||
Federated Strategic Value DividendA | 1.62B | 3.42 | 6.25 | 7.09 | ||
Federated Kaufmann A | 1.11B | 4.71 | 4.45 | 9.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.76B | 1.83 | 2.20 | 5.40 | ||
Vanguard Tax-Managed Balanced Adm | 10.59B | 1.79 | 6.28 | 7.74 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.25B | 1.57 | 2.52 | 4.93 | ||
Vanguard Wellesley Income Inv | 8.5B | 1.82 | 2.13 | 5.32 | ||
BlackRock Multi-Asset Income Instl | 5.94B | 2.04 | 3.24 | 4.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federated Mortgage Core Portfolio | - | 13.33 | - | - | |
Federated Emerging Markets Core | - | 12.11 | - | - | |
High Yield Bond Portfolio | - | 10.68 | - | - | |
2 Year Treasury Note Future Mar 25 | - | 9.30 | - | - | |
United States Treasury Notes 4.875% | - | 2.73 | - | - |
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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