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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 985 | 1090 | 1118 | 1395 | 1855 | 2428 |
Fund Return | -1.49% | 9% | 11.82% | 11.75% | 13.16% | 9.28% |
Place in category | 247 | 124 | 44 | 154 | 157 | 29 |
% in Category | 40 | 19 | 9 | 23 | 31 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.17B | 6.18 | 7.24 | 7.72 | ||
Federated Kaufmann R | 3.6B | 9.03 | 14.13 | 8.64 | ||
Federated Kaufmann Small Cap Instl | 1.87B | 4.54 | 10.61 | - | ||
Federated Strategic Value DividendA | 1.6B | 6.09 | 7.03 | 7.46 | ||
Federated Kaufmann A | 1.09B | 9.06 | 14.10 | 8.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 52.96B | -0.62 | 12.16 | 8.57 | ||
Fidelity Small Cap Index Instl Pre | 25.56B | -1.73 | 10.17 | 7.26 | ||
Vanguard Small Cap Index I | 21.05B | -0.61 | 12.18 | 8.59 | ||
DFA US Small Cap I | 16.14B | -1.27 | 11.33 | 8.18 | ||
Vanguard Small Cap Index InstlPlus | 12.13B | -0.61 | 12.18 | 8.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SSR Mining | CA7847301032 | 2.02 | 12.01 | -3.22% | |
Federated Govt Oblg Pr Shares | - | 1.99 | - | - | |
Jackson Financial | US46817M1071 | 1.85 | 88.26 | +2.22% | |
Resideo Tech | US76118Y1047 | 1.61 | 24.04 | +2.78% | |
Sprouts Farmers | US85208M1027 | 1.31 | 168.46 | +0.71% |
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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