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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 997 | 1085 | 1135 | 1353 | 1650 |
Fund Return | 1.83% | -0.3% | 8.5% | 4.32% | 6.24% | 5.13% |
Place in category | 386 | 361 | 293 | 78 | 65 | 55 |
% in Category | 85 | 78 | 69 | 16 | 14 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.14B | 7.96 | 8.07 | 7.63 | ||
Federated Kaufmann R | 3.12B | -1.08 | 3.26 | 8.17 | ||
Federated Kaufmann Small Cap Instl | 1.75B | -2.02 | 0.68 | - | ||
Federated Strategic Value DividendA | 1.63B | 7.97 | 7.86 | 7.37 | ||
Federated Kaufmann A | 955.01M | -1.09 | 3.27 | 8.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 41.15B | 3.63 | 3.28 | 5.50 | ||
Vanguard Tax-Managed Balanced Adm | 10.54B | 1.37 | 6.69 | 7.45 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.29B | 2.40 | 3.42 | 4.84 | ||
Vanguard Wellesley Income Inv | 8.56B | 3.63 | 3.22 | 5.43 | ||
BlackRock Multi-Asset Income Instl | 5.78B | 3.37 | 4.43 | 4.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.26 | 203.19 | -9.25% | |
Microsoft | US5949181045 | 2.04 | 373.11 | -2.36% | |
Alphabet A | US02079K3059 | 1.69 | 150.72 | -4.02% | |
Broadcom | US11135F1012 | 1.43 | 153.89 | -10.58% | |
Amazon.com | US0231351067 | 1.29 | 178.41 | -8.98% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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