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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1009 | 1007 | 1037 | 1045 | 1073 | 1123 |
Fund Return | 0.86% | 0.7% | 3.74% | 1.47% | 1.42% | 1.17% |
Place in category | 21 | 18 | 13 | 20 | 29 | 47 |
% in Category | 12 | 11 | 7 | 18 | 18 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 4.77B | 1.26 | 5.23 | 6.02 | ||
Federated Kaufmann R | 3.46B | 4.37 | -5.19 | 8.92 | ||
Federated Kaufmann Small Cap Instl | 2.48B | 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 Ltd-Term Tx-Ex Adm | 28.71B | -0.10 | 0.44 | 1.50 | ||
Vanguard Short-Term Tx-Ex Adm | 14.78B | 0.44 | 1.21 | 1.23 | ||
AB Diversified Municipal | 4.92B | -0.40 | -0.27 | 1.72 | ||
AB Intermediate Diversified Muni A | 4.92B | -0.46 | -0.46 | 1.48 | ||
AB Intermediate Diversified Muni Ad | 4.92B | -0.38 | -0.21 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
J P MORGAN CHASE PUTTERS / DRIVERS TR VAR STS 5% | - | 4.51 | - | - | |
MOBILE ALA INDL DEV BRD POLLUTN CTL REV 3.92% | - | 2.25 | - | - | |
BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 3.8% | - | 2.22 | - | - | |
J P MORGAN CHASE PUTTERS / DRIVERS TR VAR STS 5% | - | 2.17 | - | - | |
PORT PORT ARTHUR TEX NAV DIST ENVIRONMENTAL FACS REV 3.8% | - | 2.17 | - | - |
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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