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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1110 | 1058 | 1211 | 1110 | 1353 | 1551 |
Fund Return | 10.99% | 5.83% | 21.05% | 3.55% | 6.23% | 4.49% |
Place in category | 65 | 150 | 29 | 84 | 52 | 176 |
% in Category | 13 | 29 | 8 | 17 | 13 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.02B | 18.65 | 10.79 | 7.62 | ||
Federated Kaufmann R | 3.63B | 16.16 | -2.77 | 9.44 | ||
Federated Kaufmann Small Cap Instl | 2.32B | 10.55 | -5.84 | - | ||
Federated Strategic Value DividendA | 1.66B | 18.57 | 10.59 | 7.36 | ||
Federated Kaufmann A | 1.13B | 16.19 | -2.72 | 9.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 42.92B | 8.75 | 2.98 | 5.78 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.56B | 9.58 | 2.39 | 5.24 | ||
Vanguard Tax-Managed Balanced Adm | 10.21B | 11.37 | 5.69 | 7.72 | ||
Vanguard Wellesley Income Inv | 9.01B | 8.70 | 2.90 | 5.71 | ||
BlackRock Multi-Asset Income Instl | 6.02B | 9.27 | 3.04 | 4.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federated Mortgage Core Portfolio | - | 13.58 | - | - | |
Federated Emerging Markets Core | - | 12.64 | - | - | |
High Yield Bond Portfolio | - | 10.43 | - | - | |
2 Year Treasury Note Future Sept 24 | - | 8.77 | - | - | |
Us 5yr Note (Cbt) Sep24 Xcbt 20240930 | - | 7.02 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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