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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1015 | 1087 | 1045 | 1269 | 1563 |
Fund Return | 1.9% | 1.48% | 8.7% | 1.47% | 4.89% | 4.56% |
Place in category | 43 | 35 | 40 | 73 | 52 | 66 |
% in Category | 11 | 9 | 12 | 14 | 12 | 21 |
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% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.9B | -0.52 | 0.70 | 5.02 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 9.93B | -0.01 | -0.28 | 4.51 | ||
Vanguard Tax-Managed Balanced Adm | 9.35B | 2.21 | 3.32 | 7.17 | ||
Vanguard Wellesley Income Inv | 8.86B | -0.53 | 0.63 | 4.95 | ||
BlackRock Multi-Asset Income Instl | 6.06B | 0.67 | 0.62 | 3.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 2.32 | - | - | |
Alphabet Inc Class A | - | 1.81 | - | - | |
Apple Inc | - | 1.63 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 5% | - | 1.17 | - | - | |
JPMorgan Chase & Co | - | 1.13 | - | - |
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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