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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1008 | 982 | 1087 | 1154 | 1386 | 1514 |
| Fund Return | 0.82% | -1.81% | 8.68% | 4.88% | 6.74% | 4.24% |
| Place in category | 263 | 279 | 228 | 353 | 324 | 231 |
| % in Category | 52 | 59 | 46 | 75 | 79 | 71 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Federated Strategic Value Dividend | 5.51B | 11.95 | 9.61 | 7.68 | ||
| Federated Kaufmann R | 3.65B | 14.08 | 14.15 | 9.94 | ||
| Federated Kaufmann Small Cap Instl | 1.86B | 11.75 | 11.20 | - | ||
| Federated Strategic Value DividendA | 1.66B | 11.63 | 9.34 | 7.42 | ||
| Federated MDT Small Cap Core Instl | 1.26B | 13.47 | 15.60 | 11.07 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Income Fund of Amer | 82.51B | 14.10 | 12.31 | 8.16 | ||
| American Funds Income Fund of A R6 | 26.04B | 14.35 | 12.65 | 8.48 | ||
| Vanguard STAR Inv | 23.76B | 14.24 | 14.62 | 8.64 | ||
| Vanguard LifeStrategy Moderate Gr I | 23.41B | 15.28 | 14.78 | 7.83 | ||
| American Funds Global Balanced R6 | 17.44B | 15.93 | 14.25 | 6.88 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Federated Emerging Markets Core | - | 7.70 | - | - | |
| Federated Mortgage Core Portfolio | - | 4.17 | - | - | |
| Federated Govt Oblg Pr Shares | - | 3.20 | - | - | |
| 2 Year Treasury Note Future June 25 | - | 3.14 | - | - | |
| Apple | US0378331005 | 2.27 | 278.78 | -0.68% |
| 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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