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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1091 | 1018 | 1209 | 1063 | 1309 | 1483 |
Fund Return | 9.11% | 1.84% | 20.86% | 2.05% | 5.53% | 4.02% |
Place in category | 81 | 89 | 46 | 99 | 66 | 192 |
% in Category | 16 | 17 | 11 | 21 | 15 | 67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.03B | 18.06 | 9.26 | 7.32 | ||
Federated Kaufmann R | 3.79B | 15.02 | -4.48 | 9.03 | ||
Federated Kaufmann Small Cap Instl | 2.45B | 8.89 | -7.84 | - | ||
Federated Strategic Value DividendA | 1.67B | 17.95 | 9.06 | 7.05 | ||
Federated Kaufmann A | 1.18B | 15.05 | -4.44 | 9.05 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 41.85B | 6.74 | 1.69 | 5.46 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.3B | 7.28 | 1.03 | 4.88 | ||
Vanguard Tax-Managed Balanced Adm | 10.1B | 10.11 | 4.20 | 7.44 | ||
Vanguard Wellesley Income Inv | 8.75B | 6.68 | 1.61 | 5.39 | ||
BlackRock Multi-Asset Income Instl | 6.01B | 7.59 | 2.14 | 4.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federated Mortgage Core Portfolio | - | 13.49 | - | - | |
Federated Emerging Markets Core | - | 12.97 | - | - | |
2 Year Treasury Note Future Dec 24 | - | 10.78 | - | - | |
High Yield Bond Portfolio | - | 10.52 | - | - | |
Us 5yr Note (Cbt) Dec24 Xcbt 20241231 | - | 4.15 | - | - |
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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