As of 08-31-2017


  • Pursues above-market yield and capital appreciation.
  • Invests primarily in stocks of dividend-paying companies with favorable valuations, strong balance sheets and above-average income levels.
  • Typically holds 75-125 stocks diversified across all industry sectors.
  • Features a consistent record of monthly dividends.

Key Investment Team


Symbol   FDERX
Fund Number(s)   34
Newspaper Listing   FedEqIncR
CUSIP   313915605
Benchmark   Russell 1000 Value Index
Performance Inception Date   12-30-1986
Fiscal Year-End   11-30

Morningstar Category & Style

disclosures »
Category Large Value