Federated Short-Intermediate Total Return Bond Fund (R) SRBRX

Share Classes Product Type Asset Class Category
Mutual Fund Fixed Income Short-Term Bond
As of 04-30-2015

Highlights

  • Pursues total return.
  • Invests in a broad, strategic mix of bond sectors: primarily U.S. government, investment-grade corporate, high-yield and emerging markets (including trade finance).
  • Focuses on sectors management believes will benefit from anticipated changes in economic and market conditions.
  • Maintains a portfolio dollar-weighted average effective duration between 1.5 and 3.5 years.
  • Serves as a short-intermediate core multi-sector bond holding.

Key Investment Team


Facts

Symbol   SRBRX
Fund Number(s)   127
Newspaper Listing   FdShInToRetR
CUSIP   31420B862
Benchmark   Barclays 1-5 Year Government/Credit Index
Performance Inception Date   01-31-2014
Fiscal Year-End   8-31

Morningstar Ratings™

disclosures »
    Funds in Category
Overall 450
3 Year 450
5 Year 391
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 Short-Term Bond
Style