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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.29 | 2.29 | 0.00 |
Shares | 97.71 | 97.71 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.89 | 15.95 |
Price to Book | 2.39 | 2.49 |
Price to Sales | 1.26 | 1.71 |
Price to Cash Flow | 8.85 | 10.45 |
Dividend Yield | 2.00 | 2.51 |
5 Years Earnings Growth | 8.28 | 9.38 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.27 | 21.39 |
Healthcare | 15.85 | 14.89 |
Industrials | 12.98 | 11.89 |
Technology | 9.03 | 12.99 |
Consumer Defensive | 8.70 | 8.36 |
Consumer Cyclical | 6.76 | 6.95 |
Energy | 5.91 | 7.44 |
Utilities | 5.05 | 5.27 |
Communication Services | 4.72 | 5.68 |
Basic Materials | 4.30 | 3.40 |
Real Estate | 3.43 | 3.41 |
Number of long holdings: 126
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AbbVie | US00287Y1091 | 2.93 | 195.21 | +3.27% | |
JPMorgan | US46625H1005 | 2.18 | 289.37 | -2.32% | |
Fortinet | US34959E1091 | 2.06 | 97.35 | -2.55% | |
Bank of NY Mellon | US0640581007 | 1.93 | 99.81 | -1.62% | |
EOG Resources | US26875P1012 | 1.84 | 116.58 | -2.87% | |
Prudential Financial | US7443201022 | 1.83 | 100.71 | -2.77% | |
Ameriprise Financial | US03076C1062 | 1.78 | 501.52 | -3.22% | |
Veralto | US92338C1036 | 1.77 | 104.75 | -0.08% | |
Travelers | US89417E1091 | 1.62 | 258.32 | -0.74% | |
Philip Morris | US7181721090 | 1.58 | 162.96 | -0.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.22B | 6.18 | 7.24 | 7.72 | ||
Federated Kaufmann R | 3.67B | 9.03 | 14.13 | 8.64 | ||
Federated Kaufmann Small Cap Instl | 1.92B | 4.54 | 10.61 | - | ||
Federated Strategic Value DividendA | 1.61B | 6.09 | 7.03 | 7.46 | ||
Federated Kaufmann A | 1.12B | 9.06 | 14.10 | 8.64 |
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