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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.21 | 1.22 | 0.01 |
Shares | 35.42 | 35.42 | 0.00 |
Bonds | 57.74 | 62.37 | 4.63 |
Convertible | 0.28 | 0.28 | 0.00 |
Preferred | 4.16 | 4.16 | 0.00 |
Other | 1.17 | 1.17 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.81 | 16.97 |
Price to Book | 2.89 | 2.65 |
Price to Sales | 1.75 | 1.88 |
Price to Cash Flow | 10.80 | 11.63 |
Dividend Yield | 2.10 | 2.46 |
5 Years Earnings Growth | 12.71 | 10.24 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.11 | 19.74 |
Financial Services | 19.09 | 16.21 |
Healthcare | 14.07 | 12.02 |
Industrials | 8.24 | 10.60 |
Utilities | 7.34 | 3.81 |
Energy | 6.43 | 5.73 |
Consumer Cyclical | 5.88 | 9.18 |
Communication Services | 5.70 | 6.70 |
Consumer Defensive | 5.53 | 7.10 |
Real Estate | 4.47 | 6.05 |
Basic Materials | 4.13 | 3.74 |
Number of long holdings: 291
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federated Mortgage Core Portfolio | - | 14.05 | - | - | |
Federated Emerging Markets Core | - | 11.87 | - | - | |
High Yield Bond Portfolio | - | 11.18 | - | - | |
2 Year Treasury Note Future June 25 | - | 6.44 | - | - | |
Us 5yr Note (Cbt) Jun25 Xcbt 20250630 | - | 3.52 | - | - | |
Bank Loan Core | - | 3.11 | - | - | |
United States Treasury Notes 4.125% | - | 2.91 | - | - | |
United States Treasury Bonds 4.5% | - | 2.68 | - | - | |
United States Treasury Notes 4.25% | - | 2.19 | - | - | |
Apple | US0378331005 | 1.47 | 201.05 | -1.41% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.04B | 3.78 | 6.35 | 7.15 | ||
Federated Kaufmann R | 3.56B | -2.17 | 7.27 | 7.92 | ||
Federated Kaufmann Small Cap Instl | 1.89B | 0.29 | 7.18 | - | ||
Federated Strategic Value DividendA | 1.58B | 3.72 | 6.13 | 6.88 | ||
Federated Kaufmann A | 1.08B | -2.17 | 7.29 | 7.92 |
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