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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 1022 | 1284 | 1062 | 1573 | 2904 |
Fund Return | 4.89% | 2.17% | 28.38% | 2.02% | 9.48% | 11.25% |
Place in category | 876 | 997 | 769 | 835 | 927 | 665 |
% in Category | 71 | 80 | 61 | 76 | 89 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 4.77B | 1.26 | 5.23 | 6.02 | ||
Federated Kaufmann R | 3.47B | 4.37 | -5.19 | 8.92 | ||
Federated Kaufmann Small Cap Instl | 2.49B | 1.53 | -7.95 | - | ||
Federated Strategic Value DividendA | 1.53B | 1.19 | 5.00 | 5.76 | ||
Federated Kaufmann A | 1.11B | 4.19 | -5.21 | 8.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.54B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Vanguard Growth Index Adm | 72.29B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.28 | - | - | |
Amazon.com Inc | - | 4.74 | - | - | |
ServiceNow Inc | - | 4.47 | - | - | |
NVIDIA Corp | - | 3.96 | - | - | |
Alphabet Inc Class A | - | 3.88 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Sell |
Technical Indicators | Strong Buy | Strong Buy | Sell |
Summary | Strong Buy | Buy | Sell |
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