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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1039 | 1222 | 1126 | 1619 | 1876 |
Fund Return | 8.96% | 3.9% | 22.16% | 4.04% | 10.11% | 6.49% |
Place in category | 358 | 603 | 630 | 958 | 780 | 770 |
% in Category | 28 | 47 | 53 | 86 | 76 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 4.53B | 5.03 | 5.96 | 6.24 | ||
Federated Kaufmann R | 3.46B | 5.70 | -4.21 | 8.91 | ||
Federated Kaufmann Small Cap Instl | 2.41B | 3.49 | -6.46 | - | ||
Federated Strategic Value DividendA | 1.48B | 4.96 | 5.68 | 5.97 | ||
Federated Kaufmann A | 1.1B | 5.71 | -4.17 | 8.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.52B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
The Goldman Sachs Group Inc | - | 3.45 | - | - | |
GE Aerospace | - | 2.93 | - | - | |
First Horizon Corp | - | 2.51 | - | - | |
Wells Fargo & Co | - | 2.45 | - | - | |
Walmart Inc | - | 2.40 | - | - |
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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