
Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1030 | 1106 | 1124 | 1311 | 1674 |
Fund Return | 1.98% | 2.98% | 10.59% | 3.98% | 5.56% | 5.29% |
Place in category | 144 | 35 | 106 | 70 | 56 | 58 |
% in Category | 27 | 9 | 23 | 15 | 13 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.06B | 3.59 | 6.53 | 7.35 | ||
Federated Kaufmann R | 3.6B | 4.69 | 4.44 | 9.52 | ||
Federated Kaufmann Small Cap Instl | 2.16B | 4.90 | 2.21 | - | ||
Federated Strategic Value DividendA | 1.62B | 3.42 | 6.25 | 7.09 | ||
Federated Kaufmann A | 1.11B | 4.71 | 4.45 | 9.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.76B | 1.83 | 2.20 | 5.40 | ||
Vanguard Tax-Managed Balanced Adm | 10.59B | 1.79 | 6.28 | 7.74 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.25B | 1.57 | 2.52 | 4.93 | ||
Vanguard Wellesley Income Inv | 8.5B | 1.82 | 2.13 | 5.32 | ||
BlackRock Multi-Asset Income Instl | 5.94B | 2.04 | 3.24 | 4.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.26 | 244.87 | +0.16% | |
Microsoft | US5949181045 | 2.04 | 414.77 | +1.25% | |
Alphabet A | US02079K3059 | 1.69 | 185.27 | +0.82% | |
Broadcom | US11135F1012 | 1.43 | 228.73 | +0.09% | |
Amazon.com | US0231351067 | 1.29 | 226.63 | -0.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review