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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1019 | 1003 | 1158 | 1286 | 1750 |
Fund Return | 1.19% | 1.94% | 0.35% | 5% | 5.17% | 5.76% |
Place in category | 1153 | 1111 | 1187 | 849 | 1024 | 797 |
% in Category | 93 | 88 | 99 | 74 | 97 | 97 |
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 Kaufmann A | 1.11B | 4.19 | -5.21 | 8.92 | ||
Federated International Leaders Ins | 993.23M | 0.73 | 2.39 | 4.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.4B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Philip Morris International Inc | - | 4.35 | - | - | |
Verizon Communications Inc | - | 4.12 | - | - | |
Duke Energy Corp | - | 3.84 | - | - | |
TotalEnergies SE | FR0000120271 | 3.84 | 65.44 | +0.41% | |
LyondellBasell Industries | NL0009434992 | 3.73 | 98.51 | -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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