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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 994 | 994 | 1046 | 1075 | 1422 | 1399 |
Fund Return | -0.57% | -0.57% | 4.56% | 2.44% | 7.3% | 3.42% |
Place in category | 386 | 386 | 314 | 308 | 114 | 244 |
% in Category | 87 | 87 | 72 | 75 | 24 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.01B | 3.78 | 6.35 | 7.15 | ||
Federated Kaufmann R | 3.47B | -2.17 | 7.27 | 7.92 | ||
Federated Kaufmann Small Cap Instl | 1.85B | -5.33 | 3.63 | - | ||
Federated Strategic Value DividendA | 1.57B | 3.72 | 6.13 | 6.88 | ||
Federated Kaufmann A | 1.06B | -2.17 | 7.29 | 7.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 39.81B | 2.11 | 4.52 | 5.30 | ||
Vanguard Tax-Managed Balanced Adm | 10.07B | -2.54 | 7.22 | 7.05 | ||
Vanguard Wellesley Income Inv | 8.24B | 2.09 | 4.45 | 5.23 | ||
American Funds Income Portfolio A | 5.89B | 2.35 | 6.22 | 5.69 | ||
Hartford Balanced Income A | 4.46B | 1.67 | 4.74 | 5.51 |
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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