Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.82 | 1.82 | 0.00 |
Stocks | 98.18 | 98.18 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.44 | 15.67 |
Price to Book | 2.62 | 2.51 |
Price to Sales | 1.44 | 1.73 |
Price to Cash Flow | 10.43 | 10.77 |
Dividend Yield | 1.99 | 2.48 |
5 Years Earnings Growth | 10.45 | 9.19 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.64 | 21.06 |
Healthcare | 16.65 | 15.13 |
Industrials | 15.17 | 11.90 |
Technology | 11.46 | 12.80 |
Consumer Defensive | 9.01 | 8.28 |
Consumer Cyclical | 6.10 | 6.79 |
Energy | 5.59 | 7.62 |
Basic Materials | 4.67 | 3.52 |
Real Estate | 3.96 | 3.53 |
Utilities | 3.94 | 5.37 |
Communication Services | 2.82 | 5.57 |
Number of long holdings: 101
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AbbVie | US00287Y1091 | 2.69 | 175.77 | +0.29% | |
J&J | US4781601046 | 2.48 | 153.71 | +1.69% | |
Bank of NY Mellon | US0640581007 | 2.44 | 87.32 | +1.49% | |
Godaddy Inc | US3802371076 | 2.38 | 214.84 | +0.43% | |
Veralto | US92338C1036 | 2.23 | 104.02 | +1.14% | |
Travelers | US89417E1091 | 2.10 | 250.26 | +0.30% | |
Prudential Financial | US7443201022 | 1.97 | 122.62 | +0.24% | |
Ameriprise Financial | US03076C1062 | 1.89 | 553.99 | -3.68% | |
Philip Morris | US7181721090 | 1.85 | 130.24 | +0.50% | |
Vistra Energy | US92840M1027 | 1.79 | 173.89 | +12.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.01B | 14.36 | 6.80 | 7.05 | ||
Federated Kaufmann R | 3.64B | 16.41 | -2.32 | 8.96 | ||
Federated Kaufmann Small Cap Instl | 2.21B | 9.35 | -4.65 | - | ||
Federated Strategic Value DividendA | 1.61B | 14.19 | 6.52 | 6.79 | ||
Federated Kaufmann A | 1.13B | 16.25 | -2.32 | 8.96 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review