Morningstar® Mutual Fund Ratings

 
 
52 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 07-31-2018

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
MDT Mid Cap Growth Fund IS Medium-Growth Mid-Cap Blend 5 / 368 4 / 368 5 / 330 2 / 230
Institutional High Yield Bond Fund R6 Low-Limited High Yield Bond 5 / 588 4 / 588 4 / 492 5 / 327
Institutional High Yield Bond Fund IS Low-Limited High Yield Bond 5 / 588 4 / 588 4 / 492 5 / 327
High Yield Trust IS Low-Extensive High Yield Bond 5 / 588 4 / 588 5 / 492 5 / 327

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 Small Cap Fund R6 Small-Growth Small Growth 4 / 606 4 / 606 5 / 532 4 / 404
Kaufmann Small Cap Fund IS Small-Growth Small Growth 4 / 606 4 / 606 5 / 532 4 / 404
Kaufmann Small Cap Fund A Small-Growth Small Growth 4 / 606 4 / 606 5 / 532 4 / 404
Kaufmann Small Cap Fund B Small-Growth Small Growth 4 / 606 4 / 606 5 / 532 3 / 404
Kaufmann Small Cap Fund C Small-Growth Small Growth 4 / 606 4 / 606 5 / 532 3 / 404
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1173 4 / 1173 4 / 1051 3 / 776
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1173 4 / 1173 4 / 1051 4 / 776
Government Income Trust IS High-Moderate Intermediate Government 4 / 225 4 / 225 4 / 215 3 / 161
MDT Balanced Fund IS Large-Blend; Low-Moderate Allocation--50% to 70% Equity 4 / 683 4 / 683 4 / 621 3 / 439
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 4 / 461 3 / 461 4 / 388 4 / 256
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 4 / 461 3 / 461 4 / 388 5 / 256
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 633 1 / 633 3 / 536 5 / 373
Floating Rate Strategic Income Fund R6 Low-Limited Bank Loan 4 / 211 3 / 211 4 / 171
Floating Rate Strategic Income Fund IS Low-Limited Bank Loan 4 / 211 3 / 211 4 / 171
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 179 4 / 179 4 / 158 3 / 100
High Yield Trust SS Low-Extensive High Yield Bond 4 / 588 3 / 588 4 / 492 5 / 327
Intermediate Municipal Trust IS Medium-Moderate Municipal National Intermediate 4 / 256 3 / 256 3 / 228 4 / 147
MDT Small Cap Growth Fund R6 Small-Growth Small Growth 4 / 606 5 / 606 5 / 532 3 / 404
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 606 5 / 606 5 / 532 3 / 404
MDT Small Cap Growth Fund A Small-Growth Small Growth 4 / 606 5 / 606 5 / 532 3 / 404
Muni and Stock Advantage Fund F Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 424 4 / 424 4 / 356 4 / 256
Muni and Stock Advantage Fund IS Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 424 5 / 424 4 / 356 4 / 256
Muni and Stock Advantage Fund A Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 424 4 / 424 4 / 356 4 / 256
MDT Small Cap Core Fund R6 Small-Growth Small Blend 4 / 646 5 / 646 5 / 547 2 / 393
MDT Small Cap Core Fund IS Small-Growth Small Blend 4 / 646 5 / 646 5 / 547 2 / 393
MDT Small Cap Core Fund C Small-Growth Small Blend 4 / 646 5 / 646 5 / 547 2 / 393
MDT Small Cap Core Fund A Small-Growth Small Blend 4 / 646 5 / 646 5 / 547 2 / 393
Total Return Bond Fund R6 Medium-Moderate Intermediate-Term Bond 4 / 894 4 / 894 4 / 786 4 / 564
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 894 4 / 894 4 / 786 4 / 564
Total Return Bond Fund SS Medium-Moderate Intermediate-Term Bond 4 / 894 4 / 894 4 / 786 3 / 564
High Income Bond Fund, Inc. R6 Low-Limited High Yield Bond 4 / 588 3 / 588 3 / 492 4 / 327
High Income Bond Fund, Inc. IS Low-Limited High Yield Bond 4 / 588 3 / 588 3 / 492 4 / 327
High Income Bond Fund, Inc. A Low-Limited High Yield Bond 4 / 588 3 / 588 3 / 492 4 / 327
Kaufmann Fund IS Medium-Growth Mid-Cap Growth 4 / 540 4 / 540 5 / 479 3 / 343
Kaufmann Fund B Medium-Growth Mid-Cap Growth 4 / 540 3 / 540 5 / 479 3 / 343
Kaufmann Fund R Medium-Growth Mid-Cap Growth 4 / 540 3 / 540 5 / 479 3 / 343
Kaufmann Fund A Medium-Growth Mid-Cap Growth 4 / 540 3 / 540 5 / 479 3 / 343
MDT All Cap Core Fund IS Large-Blend Large Value 4 / 1105 4 / 1105 5 / 948 3 / 687
Global Allocation Fund IS Large-Blend World Allocation 4 / 392 3 / 392 4 / 334 3 / 160
Bond Fund IS Low-Moderate Corporate Bond 4 / 179 4 / 179 4 / 151 4 / 81
Municipal High Yield Advantage Fund F Low-Extensive High Yield Muni 4 / 154 3 / 154 3 / 126 4 / 79
Municipal High Yield Advantage Fund A Low-Extensive High Yield Muni 4 / 154 3 / 154 3 / 126 4 / 79
Mid-Cap Index Fund R6 Medium-Blend Mid-Cap Blend 4 / 368 4 / 368 4 / 330 4 / 230
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 368 4 / 368 4 / 330 4 / 230
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 4 / 143 4 / 143 4 / 111 4 / 59
Ultrashort Bond Fund SS Medium-Limited Ultrashort Bond 4 / 143 3 / 143 3 / 111 4 / 59
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 368 4 / 368 4 / 330 4 / 230
MDT Large Cap Growth Fund IS Large-Growth Large Blend 4 / 1173 4 / 1173 5 / 1051 3 / 776