Morningstar® Mutual Fund Ratings

 
 
41 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 12-31-2016

Rating is 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.

5 Star Mutual Funds  


Federated Product Name Morningstar Style Morningstar Category Overall Rating/Funds 3 Yr. Rating/Funds 5 Yr. Rating/Funds 10 Yr. Rating/Funds
Short-Intermediate Total Return Bond Fund IS Short-Term Bond 5 / 445 5 / 445 4 / 357 5 / 252
High Yield Trust SS Low-Moderate High Yield Bond 5 / 602 4 / 602 5 / 477 5 / 319
High Yield Trust IS Low-Moderate High Yield Bond 5 / 602 5 / 602 5 / 477 5 / 319
High Yield Trust A Low-Moderate High Yield Bond 5 / 602 4 / 602 5 / 477 5 / 319
Institutional High Yield Bond Fund IS High Yield Bond 5 / 602 5 / 602 4 / 477 5 / 319

4 Star Mutual Funds  


Federated Product Name Morningstar Style Morningstar Category Overall Rating/Funds 3 Yr. Rating/Funds 5 Yr. Rating/Funds 10 Yr. Rating/Funds
Kaufmann Large Cap Fund A Large-Growth Large Growth 4 / 1315 3 / 1315 5 / 1154
Kaufmann Large Cap Fund C Large-Growth Large Growth 4 / 1315 3 / 1315 4 / 1154
Kaufmann Large Cap Fund R Large-Growth Large Growth 4 / 1315 3 / 1315 4 / 1154
Kaufmann Large Cap Fund IS Large-Growth Large Growth 4 / 1315 3 / 1315 5 / 1154
Short-Intermediate Total Return Bond Fund SS Short-Term Bond 4 / 445 4 / 445 3 / 357 5 / 252
Short-Intermediate Total Return Bond Fund R6 Short-Term Bond 4 / 445 3 / 445 3 / 357 5 / 252
High Yield Trust C Low-Moderate High Yield Bond 4 / 602 4 / 602 5 / 477 4 / 319
MDT Small Cap Growth Fund A Small-Growth Small Growth 4 / 599 4 / 599 5 / 531 3 / 389
MDT Small Cap Growth Fund C Small-Growth Small Growth 4 / 599 4 / 599 4 / 531 3 / 389
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 599 4 / 599 5 / 531 3 / 389
MDT Small Cap Growth Fund B Small-Growth Small Growth 4 / 599 4 / 599 4 / 531 3 / 389
MDT Small Cap Core Fund A Small-Blend Small Blend 4 / 626 5 / 626 5 / 534 2 / 360
MDT Small Cap Core Fund IS Small-Blend Small Blend 4 / 626 5 / 626 5 / 534 2 / 360
Bond Fund F Low-Extensive Corporate Bond 4 / 169 3 / 169 4 / 134 4 / 77
Bond Fund A Low-Extensive Corporate Bond 4 / 169 3 / 169 4 / 134 4 / 77
Bond Fund IS Low-Extensive Corporate Bond 4 / 169 3 / 169 4 / 134 4 / 77
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 4 / 128 4 / 128 4 / 91 4 / 52
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 371 4 / 371 4 / 332 4 / 219
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 371 4 / 371 4 / 332 4 / 219
Strategic Income Fund A Low-Moderate Multisector Bond 4 / 213 3 / 213 3 / 175 4 / 92
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1255 4 / 1255 4 / 1106 4 / 814
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1255 4 / 1255 4 / 1106 3 / 814
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 869 4 / 869 4 / 759 4 / 541
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 606 2 / 606 4 / 542 4 / 329
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 172 4 / 172 4 / 147 3 / 94
Muni and Stock Advantage Fund IS Large-Value; Medium-Extensive Allocation--30% to 50% Equity 4 / 413 5 / 413 4 / 362 3 / 234
Municipal High Yield Advantage Fund F Low-Extensive High Yield Municipal 4 / 142 4 / 142 3 / 119 4 / 84
Municipal High Yield Advantage Fund A Low-Extensive High Yield Municipal 4 / 142 4 / 142 3 / 119 4 / 84
Municipal High Yield Advantage Fund IS Low-Extensive High Yield Municipal 4 / 142 4 / 142 4 / 119 4 / 84
U.S. Government Securities Fund: 2-5 Years IS High-Moderate Short Government 4 / 101 3 / 101 2 / 94 5 / 73
MDT Large Cap Value Fund SS Large-Value Large Value 4 / 1088 3 / 1088 5 / 934 4 / 680
MDT Large Cap Value Fund IS Large-Value Large Value 4 / 1088 3 / 1088 5 / 934 4 / 680
MDT Large Cap Value Fund A Large-Value Large Value 4 / 1088 3 / 1088 5 / 934 4 / 680
MDT Large Cap Value Fund R6 Large-Value Large Value 4 / 1088 3 / 1088 5 / 934 4 / 680
High Income Bond Fund, Inc. A High Yield Bond 4 / 602 4 / 602 3 / 477 4 / 319
Global Allocation Fund IS Large-Blend; Low-Moderate World Allocation 4 / 409 3 / 409 4 / 322 3 / 152