
Please try another search
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 | 16.03 |
Price to Book | 2.39 | 2.50 |
Price to Sales | 1.26 | 1.72 |
Price to Cash Flow | 8.85 | 10.48 |
Dividend Yield | 2.00 | 2.50 |
5 Years Earnings Growth | 8.28 | 9.34 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.27 | 21.43 |
Healthcare | 15.85 | 14.75 |
Industrials | 12.98 | 11.92 |
Technology | 9.03 | 13.13 |
Consumer Defensive | 8.70 | 8.29 |
Consumer Cyclical | 6.76 | 7.00 |
Energy | 5.91 | 7.41 |
Utilities | 5.05 | 5.23 |
Communication Services | 4.72 | 5.77 |
Basic Materials | 4.30 | 3.38 |
Real Estate | 3.43 | 3.40 |
Number of long holdings: 126
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AbbVie | US00287Y1091 | 2.93 | 198.05 | -0.41% | |
JPMorgan | US46625H1005 | 2.18 | 288.76 | +0.63% | |
Fortinet | US34959E1091 | 2.06 | 74.39 | -1.21% | |
Bank of NY Mellon | US0640581007 | 1.93 | 103.09 | +0.86% | |
EOG Resources | US26875P1012 | 1.84 | 116.28 | +0.27% | |
Prudential Financial | US7443201022 | 1.83 | 103.30 | +2.60% | |
Ameriprise Financial | US03076C1062 | 1.78 | 504.96 | +1.31% | |
Veralto | US92338C1036 | 1.77 | 107.70 | +0.15% | |
Travelers | US89417E1091 | 1.62 | 264.87 | -0.18% | |
Philip Morris | US7181721090 | 1.58 | 170.18 | +1.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.24B | 7.36 | 7.09 | 7.41 | ||
Federated Kaufmann R | 3.63B | 10.65 | 11.76 | 8.62 | ||
Federated Kaufmann Small Cap Instl | 1.88B | 7.32 | 8.18 | - | ||
Federated Strategic Value DividendA | 1.62B | 7.08 | 6.82 | 7.15 | ||
Federated Kaufmann A | 1.1B | 10.87 | 11.79 | 8.64 |
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