Morningstar® Mutual Fund Ratings

 
 
54 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 05-31-2018

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
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 5 / 140 4 / 140 4 / 109 5 / 58
MDT Mid Cap Growth Fund IS Medium-Growth Mid-Cap Blend 5 / 366 5 / 366 5 / 330 2 / 234
Institutional High Yield Bond Fund R6 Low-Limited High Yield Bond 5 / 584 4 / 584 4 / 490 5 / 321
Institutional High Yield Bond Fund IS Low-Limited High Yield Bond 5 / 584 4 / 584 4 / 490 5 / 321
High Yield Trust SS Low-Limited High Yield Bond 5 / 584 3 / 584 5 / 490 5 / 321

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 / 601 4 / 601 5 / 538 4 / 407
Kaufmann Small Cap Fund IS Small-Growth Small Growth 4 / 601 4 / 601 5 / 538 4 / 407
Kaufmann Small Cap Fund A Small-Growth Small Growth 4 / 601 4 / 601 5 / 538 4 / 407
Kaufmann Small Cap Fund B Small-Growth Small Growth 4 / 601 4 / 601 5 / 538 3 / 407
Kaufmann Small Cap Fund C Small-Growth Small Growth 4 / 601 4 / 601 5 / 538 3 / 407
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 4 / 450 3 / 450 3 / 388 4 / 255
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 4 / 450 3 / 450 4 / 388 5 / 255
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 607 2 / 607 3 / 528 5 / 360
Floating Rate Strategic Income Fund R6 Low-Limited Bank Loan 4 / 207 4 / 207 4 / 168
Floating Rate Strategic Income Fund IS Low-Limited Bank Loan 4 / 207 4 / 207 4 / 168
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 173 4 / 173 4 / 151 4 / 94
High Yield Trust IS Low-Limited High Yield Bond 4 / 584 4 / 584 5 / 490 5 / 321
MDT Small Cap Growth Fund R6 Small-Growth Small Growth 4 / 601 5 / 601 5 / 538 3 / 407
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 601 5 / 601 5 / 538 3 / 407
MDT Small Cap Growth Fund A Small-Growth Small Growth 4 / 601 5 / 601 5 / 538 3 / 407
Muni and Stock Advantage Fund F Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 423 5 / 423 4 / 354 4 / 258
Muni and Stock Advantage Fund IS Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 423 5 / 423 4 / 354 4 / 258
Muni and Stock Advantage Fund A Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 423 5 / 423 4 / 354 4 / 258
MDT Small Cap Core Fund R6 Small-Growth Small Blend 4 / 631 5 / 631 5 / 538 2 / 392
MDT Small Cap Core Fund IS Small-Growth Small Blend 4 / 631 5 / 631 5 / 538 2 / 392
MDT Small Cap Core Fund C Small-Growth Small Blend 4 / 631 5 / 631 5 / 538 2 / 392
MDT Small Cap Core Fund A Small-Growth Small Blend 4 / 631 5 / 631 5 / 538 2 / 392
MDT All Cap Core Fund IS Large-Blend Large Value 4 / 1081 5 / 1081 5 / 947 2 / 683
Bond Fund R6 Low-Moderate Corporate Bond 4 / 174 4 / 174 4 / 147 4 / 79
Bond Fund IS Low-Moderate Corporate Bond 4 / 174 4 / 174 4 / 147 4 / 79
Bond Fund F Low-Moderate Corporate Bond 4 / 174 4 / 174 4 / 147 4 / 79
Bond Fund A Low-Moderate Corporate Bond 4 / 174 4 / 174 4 / 147 4 / 79
Municipal High Yield Advantage Fund F Low-Extensive High Yield Muni 4 / 141 3 / 141 3 / 119 4 / 79
Municipal High Yield Advantage Fund A Low-Extensive High Yield Muni 4 / 141 3 / 141 3 / 119 4 / 79
Mid-Cap Index Fund R6 Medium-Blend Mid-Cap Blend 4 / 366 4 / 366 4 / 330 4 / 234
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 366 4 / 366 4 / 330 4 / 234
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 366 4 / 366 4 / 330 4 / 234
MDT Large Cap Growth Fund IS Large-Growth Large Blend 4 / 1156 4 / 1156 5 / 1033 3 / 768
Strategic Income Fund IS Low-Limited Multisector Bond 4 / 258 3 / 258 4 / 204 4 / 122
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1156 4 / 1156 4 / 1033 3 / 768
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1156 4 / 1156 4 / 1033 4 / 768
Short-Term Income Fund Y Medium-Limited Short-Term Bond 4 / 450 4 / 450 3 / 388 4 / 255
Total Return Bond Fund R6 Medium-Moderate Intermediate-Term Bond 4 / 871 4 / 871 4 / 786 4 / 561
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 871 4 / 871 4 / 786 4 / 561
Total Return Bond Fund SS Medium-Moderate Intermediate-Term Bond 4 / 871 4 / 871 4 / 786 3 / 561
High Income Bond Fund, Inc. R6 Low-Limited High Yield Bond 4 / 584 4 / 584 4 / 490 3 / 321
High Income Bond Fund, Inc. IS Low-Limited High Yield Bond 4 / 584 4 / 584 4 / 490 3 / 321
Kaufmann Fund IS Medium-Growth Mid-Cap Growth 4 / 539 4 / 539 5 / 480 3 / 343
Kaufmann Fund B Medium-Growth Mid-Cap Growth 4 / 539 4 / 539 5 / 480 3 / 343
Kaufmann Fund R Medium-Growth Mid-Cap Growth 4 / 539 4 / 539 5 / 480 3 / 343
Kaufmann Fund C Medium-Growth Mid-Cap Growth 4 / 539 4 / 539 5 / 480 3 / 343
Kaufmann Fund A Medium-Growth Mid-Cap Growth 4 / 539 4 / 539 5 / 480 3 / 343
Global Allocation Fund R6 Large-Blend; Low-Moderate World Allocation 4 / 383 3 / 383 4 / 336 4 / 152
Global Allocation Fund IS Large-Blend; Low-Moderate World Allocation 4 / 383 3 / 383 4 / 336 4 / 152