Federated Ultrashort Bond Fund (IS) FULIX

Share Classes Product Type Asset Class Category
Mutual Fund Fixed Income Ultrashort Bond
As of 06-30-2015

Highlights

  • Pursues total return consistent with current income.
  • Invests in asset- and mortgage-backed, corporate, Treasury and government agency securities.
  • Maintains a portfolio dollar-weighted average effective duration of one year or less.
  • Allocates portfolio to the sectors that offer the best risk/return balance.

Key Investment Team


Facts

Symbol   FULIX
Fund Number(s)   108
Newspaper Listing   UltraShortI
CUSIP   31428Q747
Benchmark   Barclays Short-Term Government/Corporate Index
Performance Inception Date   02-22-2000
Fiscal Year-End   9-30

Morningstar Ratings™

disclosures »
    Funds in Category
Overall 114
3 Year 114
5 Year 75
10 Year 60
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 Ultrashort Bond
Style