Manage and Track My Investments

Title and Description
2015 American Jobs Creation Act Qualified Interest (QII) Percentages for the Federated Funds (PDF) 
Federated funds eligible to provide certain non-resident alien (NRA) shareholders with an exemption to tax withholding for years 2006 to present.
2016 American Jobs Creation Act Qualified Interest (QII) Percentages for the Federated Funds (PDF) 
Federated funds eligible to provide certain non-resident alien (NRA) shareholders with an exemption to tax withholding for years 2006 to present.
2017 American Jobs Creation Act Qualified Interest (QII) Percentages for the Federated Funds (PDF) 
Federated funds eligible to provide certain non-resident alien (NRA) shareholders with an exemption to tax withholding for years 2006 to present.
Don't Become a Victim of Financial Fraud 
Tips and resources for preventing and reporting financial fraud.
Don't Let Your Customers Become Victims of Financial Fraud 
Tips and resources for preventing and reporting financial fraud.
Escheatment 
Learn how to safeguard your assets.
Funds and Their Pricing — A Shares 
Information on sales charges, payouts, and fund features for A Shares.
Funds and Their Pricing — B Shares 
Information on sales charges, payouts, and fund features for B Shares.
Funds and Their Pricing — C Shares 
Information on sales charges, payouts, and fund features for C Shares.
Funds and Their Pricing — F Shares 
Information on sales charges, payouts, and fund features for F Shares.
Funds and Their Pricing — IS Shares 
Information on sales charges, payout, and fund features for IS Shares.
Funds and Their Pricing — R Shares 
Information on sales charges, payouts, and fund features for R Shares.
Funds and Their Pricing — R6 Shares 
Information on sales charges, payouts, and fund features for R6 Shares.
Funds and Their Pricing — SS Shares 
Information on sales charges, payouts, and fund features for SS Shares
MCB Cost Basis Statement Sample (PDF) 
MCB Cost Basis Statement Sample
Managing and Tracking Your Investments 
Different methods to track your Federated investments.
Year End Tax Form Reference 
An outline of the most common tax forms received by shareowners.

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