Federated Managed Risk Fund (IS) FDRIX

Share Classes Product Type Asset Class Category
Mutual Fund Alternative and Objective-Based Tactical Allocation
As of 04-30-2016


  • Pursues long-term total return.
  • Maintains a diversified mix of investment exposure that may include fixed income, equity and non-correlating asset classes such as exposure to commodities.
  • Selectively employs a risk-management overlay that seeks to lower downside risk during periods of relatively high market volatility and additional equity exposure during periods of relatively low market volatility.
  • Asset allocation coupled with a risk overlay allows for tactical market participation.

Key Investment Team


Symbol   FDRIX
Fund Number(s)   538
Newspaper Listing   FedMnRkIS
CUSIP   314172149
Benchmark   60% MSCI All Country World Index / 40% Barclays U.S. Universal Index
Performance Inception Date   12-16-2013
Fiscal Year-End   10-31

Morningstar Category & Style

disclosures »
Category Tactical Allocation