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Federated High Yield Trust (IS) FHTIX

Share Classes Product Type Asset Class Category
Mutual Fund Fixed Income High Yield Bond
As of 03-31-2014

Highlights

  • Pursues a high level of current income.
  • Invests primarily in high-yield, lower-rated corporate bonds, with limited equity exposure.
  • Offers the potential for attractive relative total returns in economic recoveries through ratings upgrades or improved performance of issuers.
  • Provides portfolio diversification; historically, high-yield bond performance has not been correlated to other types of bonds.
  • Features a track record of more than 25 years; consistent management since inception.

Key Investment Team


Facts

Symbol   FHTIX
Fund Number(s)   77
Newspaper Listing   HiYldIS
CUSIP   314197203
Benchmark   Barclays U.S. Corporate High Yield 2% Issuer Capped Index
Performance Inception Date   08-23-1984
Fiscal Year-End   2-28

Morningstar Ratings™

disclosures »
    Funds in Category
Overall 550
3 Year 550
5 Year 469
10 Year 332
Based on risk adjusted total return. The overall rating is derived from a weighted average of the fund’s three-, five-, and ten-year average annual returns, as applicable.

Morningstar Category & Style

disclosures »
Category High Yield Bond
Style

Related Information


 
 
 
 
 
 
 
 
 
 
 
Mutual funds are subject to risks and fluctuate in value.

The Fund's IS class commenced operations on June 11, 2013. For the periods prior to the commencement of operations of the IS class, the IS class performance information shown is the SS class performance adjusted to reflect the expenses of the Fund's IS class for each year for which the Fund's IS class expenses would have exceeded the actual expenses paid by the Fund’s SS class.

Bond prices are sensitive to changes in interest rates, and a rise in interest rates can cause a decline in their prices.

High-yield, lower-rate securities generally entail greater market, credit/default and liquidity risk and may be more volatile than investment-grade securities.

Index classifications are based upon, and individual portfolio securities are assigned to, the classification and sub-classification categories of the Barclays High Yield 2% Issuer Capped Index (BCHY2%ICI). Individual portfolio securities that are not included in the BCHY2%ICI are assigned to an index classification category at the discretion of the fund’s advisor.

Past performance is no guarantee of future results.

Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. To obtain a summary prospectus or prospectus containing this and other information, contact us or view the prospectus provided on this website. Please carefully read the summary prospectus or prospectus before investing.

"Category" product classifications noted at the top are Federated's internal classifications.

For additional information, including definitions of related terms and indexes, see the Financial Glossary and Benchmark Index Glossary.

Federated Securities Corp., Distributor
Not FDIC Insured May Lose Value No Bank Guarantee
Copyright © 2014 Federated Investors, Inc.

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