Morningstar® Mutual Fund Ratings

 
 
50 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 08-31-2017

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 / 135 4 / 135 4 / 101 5 / 55
Institutional High Yield Bond Fund R6 Low-Limited High Yield Bond 5 / 602 5 / 602 4 / 479 5 / 317
Institutional High Yield Bond Fund IS Low-Limited High Yield Bond 5 / 602 5 / 602 4 / 479 5 / 317
High Yield Trust SS Low-Limited High Yield Bond 5 / 602 4 / 602 5 / 479 5 / 317
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 5 / 463 4 / 463 4 / 376 5 / 258

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 IS Small-Growth Small Growth 4 / 600 4 / 600 4 / 531 3 / 394
Kaufmann Small Cap Fund A Small-Growth Small Growth 4 / 600 4 / 600 4 / 531 3 / 394
Kaufmann Large Cap Fund IS Large-Growth Large Growth 4 / 1258 3 / 1258 4 / 1124
Kaufmann Large Cap Fund R Large-Growth Large Growth 4 / 1258 3 / 1258 4 / 1124
Kaufmann Large Cap Fund A Large-Growth Large Growth 4 / 1258 3 / 1258 4 / 1124
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1231 4 / 1231 4 / 1094 3 / 798
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1231 4 / 1231 4 / 1094 4 / 798
U.S. Government Securities Fund: 2-5 Years IS High-Limited Short Government 4 / 104 3 / 104 2 / 94 5 / 72
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 4 / 463 3 / 463 3 / 376 5 / 258
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 590 2 / 590 4 / 534 4 / 343
Clover Small Value Fund R6 Small-Value Small Value 4 / 337 3 / 337 3 / 292 4 / 196
Clover Small Value Fund A Small-Value Small Value 4 / 337 3 / 337 3 / 292 4 / 196
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 172 4 / 172 4 / 150 3 / 92
MDT Mid Cap Growth Fund IS Medium-Growth Mid-Cap Blend 4 / 358 3 / 358 4 / 321 2 / 214
High Yield Trust A Low-Limited High Yield Bond 4 / 602 4 / 602 5 / 479 5 / 317
High Yield Trust IS Low-Limited High Yield Bond 4 / 602 4 / 602 5 / 479 5 / 317
Intermediate Municipal Trust Y Medium-Moderate Municipal National Intermediate 4 / 263 4 / 263 4 / 226 3 / 155
MDT Small Cap Growth Fund R6 Small-Growth Small Growth 4 / 600 5 / 600 5 / 531 3 / 394
MDT Small Cap Growth Fund B Small-Growth Small Growth 4 / 600 5 / 600 4 / 531 2 / 394
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 600 5 / 600 5 / 531 3 / 394
MDT Small Cap Growth Fund A Small-Growth Small Growth 4 / 600 5 / 600 5 / 531 3 / 394
MDT Small Cap Core Fund R6 Small-Blend Small Blend 4 / 654 5 / 654 5 / 552 2 / 393
MDT Small Cap Core Fund IS Small-Blend Small Blend 4 / 654 5 / 654 5 / 552 2 / 393
MDT Small Cap Core Fund A Small-Blend Small Blend 4 / 654 5 / 654 5 / 552 2 / 393
MDT Large Cap Value Fund R6 Large-Value Large Value 4 / 1099 2 / 1099 5 / 942 4 / 678
MDT Large Cap Value Fund IS Large-Value Large Value 4 / 1099 2 / 1099 5 / 942 4 / 678
MDT Large Cap Value Fund SS Large-Value Large Value 4 / 1099 2 / 1099 5 / 942 4 / 678
Total Return Bond Fund R6 Medium-Moderate Intermediate-Term Bond 4 / 849 4 / 849 4 / 762 4 / 531
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 849 4 / 849 4 / 762 4 / 531
Total Return Bond Fund SS Medium-Moderate Intermediate-Term Bond 4 / 849 4 / 849 4 / 762 3 / 531
High Income Bond Fund, Inc. R6 Low-Limited High Yield Bond 4 / 602 4 / 602 3 / 479 4 / 317
High Income Bond Fund, Inc. IS Low-Limited High Yield Bond 4 / 602 4 / 602 3 / 479 4 / 317
High Income Bond Fund, Inc. A Low-Limited High Yield Bond 4 / 602 4 / 602 3 / 479 4 / 317
Kaufmann Fund IS Medium-Growth Mid-Cap Growth 4 / 576 4 / 576 4 / 498 3 / 369
Kaufmann Fund B Medium-Growth Mid-Cap Growth 4 / 576 4 / 576 4 / 498 3 / 369
Kaufmann Fund R Medium-Growth Mid-Cap Growth 4 / 576 4 / 576 4 / 498 3 / 369
Kaufmann Fund C Medium-Growth Mid-Cap Growth 4 / 576 4 / 576 4 / 498 3 / 369
Kaufmann Fund A Medium-Growth Mid-Cap Growth 4 / 576 4 / 576 4 / 498 3 / 369
Bond Fund R6 Low-Moderate Corporate Bond 4 / 172 4 / 172 4 / 144 4 / 84
Bond Fund IS Low-Moderate Corporate Bond 4 / 172 4 / 172 4 / 144 4 / 84
Bond Fund F Low-Moderate Corporate Bond 4 / 172 4 / 172 4 / 144 4 / 84
Bond Fund A Low-Moderate Corporate Bond 4 / 172 4 / 172 4 / 144 4 / 84
Mid-Cap Index Fund R6 Medium-Blend Mid-Cap Blend 4 / 358 4 / 358 3 / 321 4 / 214
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 358 4 / 358 4 / 321 4 / 214
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 358 4 / 358 3 / 321 4 / 214