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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.23 | 1.25 | 0.02 |
Shares | 36.42 | 36.42 | 0.00 |
Bonds | 58.58 | 66.77 | 8.19 |
Convertible | 0.78 | 0.78 | 0.00 |
Preferred | 2.94 | 2.94 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.71 | 17.07 |
Price to Book | 2.85 | 2.56 |
Price to Sales | 1.63 | 1.83 |
Price to Cash Flow | 11.64 | 10.84 |
Dividend Yield | 1.93 | 2.52 |
5 Years Earnings Growth | 9.81 | 10.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.62 | 19.49 |
Financial Services | 16.81 | 15.32 |
Healthcare | 12.31 | 12.35 |
Industrials | 9.56 | 10.89 |
Consumer Defensive | 7.17 | 7.27 |
Communication Services | 6.57 | 6.26 |
Consumer Cyclical | 6.29 | 8.80 |
Energy | 6.18 | 6.22 |
Utilities | 4.78 | 3.81 |
Basic Materials | 3.94 | 4.02 |
Real Estate | 3.77 | 6.76 |
Number of long holdings: 290
Number of short holdings: 4
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 | - | - | |
United States Treasury Bonds 4.125% | - | 2.90 | - | - | |
United States Treasury Notes 4.875% | - | 2.69 | - | - | |
Bank Loan Core | - | 2.03 | - | - | |
United States Treasury Notes 3.875% | - | 2.01 | - | - | |
Microsoft | US5949181045 | 1.91 | 426.60 | -0.36% |
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 |
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