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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 982 | 994 | 979 | 1104 | 1283 | 1187 |
Fund Return | -1.81% | -0.64% | -2.11% | 3.36% | 5.11% | 1.73% |
Place in category | 354 | 367 | 348 | 181 | 196 | 179 |
% in Category | 93 | 96 | 97 | 55 | 62 | 92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 4.68B | 1.26 | 5.23 | 6.02 | ||
Federated Kaufmann R | 3.42B | 4.37 | -5.19 | 8.92 | ||
Federated Kaufmann Small Cap Instl | 2.44B | 1.53 | -7.95 | - | ||
Federated Strategic Value DividendA | 1.51B | 1.19 | 5.00 | 5.76 | ||
Federated Kaufmann A | 1.09B | 4.19 | -5.21 | 8.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 39.53B | 1.75 | 4.02 | 3.76 | ||
Fidelity Series International VVV | 15.73B | 5.40 | 7.74 | 4.72 | ||
Vanguard International Value Inv | 13.43B | 1.51 | 1.28 | 3.85 | ||
DFA International Value I | 9.44B | 5.20 | 7.76 | 4.39 | ||
Oakmark International Institutional | 8.81B | -2.73 | -1.50 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Sanofi | FR0000120578 | 4.42 | 90.78 | +0.56% | |
National Grid | GB00BDR05C01 | 4.22 | 905.00 | -0.75% | |
TotalEnergies SE | FR0000120271 | 3.67 | 64.98 | +1.01% | |
TC Energy Corp | - | 3.29 | - | - | |
Philip Morris International Inc | - | 3.24 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | BUY |
Summary | Neutral | Strong Buy | Buy |
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