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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1076 | 1010 | 1194 | 1067 | 1298 | 1574 |
Fund Return | 7.61% | 0.97% | 19.43% | 2.18% | 5.36% | 4.64% |
Place in category | 185 | 354 | 123 | 90 | 86 | 117 |
% in Category | 42 | 73 | 26 | 18 | 20 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5B | 18.06 | 9.26 | 7.32 | ||
Federated Kaufmann R | 3.78B | 15.02 | -4.48 | 9.03 | ||
Federated Kaufmann Small Cap Instl | 2.44B | 8.89 | -7.84 | - | ||
Federated Strategic Value DividendA | 1.66B | 17.95 | 9.06 | 7.05 | ||
Federated Kaufmann A | 1.18B | 15.05 | -4.44 | 9.05 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 42.92B | 6.74 | 1.69 | 5.46 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.56B | 7.28 | 1.03 | 4.88 | ||
Vanguard Tax-Managed Balanced Adm | 10.21B | 10.11 | 4.20 | 7.44 | ||
Vanguard Wellesley Income Inv | 9.01B | 6.68 | 1.61 | 5.39 | ||
BlackRock Multi-Asset Income Instl | 6.04B | 7.59 | 2.14 | 4.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.07 | 224.23 | 0.00% | |
Microsoft | US5949181045 | 2.05 | 423.13 | +1.22% | |
Alphabet A | US02079K3059 | 1.45 | 181.62 | +0.70% | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 5% | - | 1.16 | - | - | |
Eli Lilly | US5324571083 | 1.15 | 818.86 | -1.63% |
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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