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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1162 | 1079 | 1198 | 1772 | 2104 | 3424 |
| Fund Return | 16.24% | 7.94% | 19.79% | 21.01% | 16.04% | 13.1% |
| Place in category | 620 | 468 | 574 | 624 | 620 | 504 |
| % in Category | 48 | 38 | 45 | 50 | 55 | 57 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Federated Strategic Value Dividend | 5.53B | 11.95 | 9.61 | 7.68 | ||
| Federated Kaufmann R | 3.63B | 14.08 | 14.15 | 9.94 | ||
| Federated Kaufmann Small Cap Instl | 1.85B | 11.75 | 11.20 | - | ||
| Federated Strategic Value DividendA | 1.67B | 11.63 | 9.34 | 7.42 | ||
| Federated MDT Small Cap Core Instl | 1.27B | 13.47 | 15.60 | 11.07 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Ins Pls | 863.91B | 16.84 | 21.76 | 14.06 | ||
| Fidelity 500 Index Institutional Pr | 736.94B | 17.50 | 22.66 | 14.62 | ||
| Vanguard 500 Index Admiral | 635B | 17.48 | 22.63 | 14.60 | ||
| Vanguard Total Stock Market Admiral | 452.19B | 16.82 | 21.74 | 14.04 | ||
| Vanguard Institutional Idx Instl Pl | 209.44B | 17.50 | 22.65 | 14.62 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 7.34 | 181.83 | -0.85% | |
| Microsoft | US5949181045 | 6.20 | 480.35 | -0.10% | |
| Apple | US0378331005 | 6.14 | 279.07 | -0.58% | |
| E-mini S&P 500 Future Dec 25 | - | 3.84 | - | - | |
| Amazon.com | US0231351067 | 3.42 | 229.11 | 0.00% |
| 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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