Morningstar® Mutual Fund Ratings

 
 
48 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 03-31-2018

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 / 356 5 / 356 5 / 322 3 / 223
Institutional High Yield Bond Fund R6 Low-Limited High Yield Bond 5 / 588 4 / 588 4 / 488 5 / 319
Institutional High Yield Bond Fund IS Low-Limited High Yield Bond 5 / 588 4 / 588 4 / 488 5 / 319
High Yield Trust SS Low-Limited High Yield Bond 5 / 588 3 / 588 5 / 488 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 Small Cap Fund R6 Small-Growth Small Growth 4 / 592 5 / 592 5 / 531 3 / 402
Kaufmann Small Cap Fund IS Small-Growth Small Growth 4 / 592 5 / 592 5 / 531 3 / 402
Kaufmann Small Cap Fund A Small-Growth Small Growth 4 / 592 5 / 592 5 / 531 3 / 402
Kaufmann Small Cap Fund B Small-Growth Small Growth 4 / 592 5 / 592 5 / 531 3 / 402
Kaufmann Small Cap Fund C Small-Growth Small Growth 4 / 592 5 / 592 5 / 531 3 / 402
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1204 4 / 1204 4 / 1077 3 / 802
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1204 4 / 1204 4 / 1077 4 / 802
Government Income Trust IS High-Moderate Intermediate Government 4 / 229 4 / 229 4 / 219 3 / 165
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 4 / 455 3 / 455 3 / 393 4 / 255
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 4 / 455 3 / 455 4 / 393 5 / 255
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 605 2 / 605 4 / 536 5 / 355
Floating Rate Strategic Income Fund R6 Low-Limited Bank Loan 4 / 206 4 / 206 4 / 166
Floating Rate Strategic Income Fund IS Low-Limited Bank Loan 4 / 206 4 / 206 4 / 166
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 173 4 / 173 4 / 158 3 / 96
High Yield Trust IS Low-Limited High Yield Bond 4 / 588 4 / 588 5 / 488 5 / 319
MDT Small Cap Growth Fund R6 Small-Growth Small Growth 4 / 592 5 / 592 5 / 531 3 / 402
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 592 5 / 592 5 / 531 3 / 402
MDT Small Cap Growth Fund A Small-Growth Small Growth 4 / 592 5 / 592 5 / 531 3 / 402
Muni and Stock Advantage Fund F Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 423 4 / 423 4 / 354 4 / 261
Muni and Stock Advantage Fund IS Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 423 5 / 423 4 / 354 4 / 261
Muni and Stock Advantage Fund A Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 423 4 / 423 4 / 354 4 / 261
MDT Small Cap Core Fund R6 Small-Blend Small Blend 4 / 627 5 / 627 5 / 542 2 / 400
MDT Small Cap Core Fund IS Small-Blend Small Blend 4 / 627 5 / 627 5 / 542 2 / 400
MDT Small Cap Core Fund A Small-Blend Small Blend 4 / 627 5 / 627 5 / 542 2 / 400
Total Return Bond Fund R6 Medium-Moderate Intermediate-Term Bond 4 / 858 4 / 858 4 / 784 4 / 561
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 858 4 / 858 4 / 784 4 / 561
Total Return Bond Fund SS Medium-Moderate Intermediate-Term Bond 4 / 858 4 / 858 4 / 784 3 / 561
Kaufmann Fund IS Medium-Growth Mid-Cap Growth 4 / 549 5 / 549 5 / 485 3 / 352
Kaufmann Fund B Medium-Growth Mid-Cap Growth 4 / 549 4 / 549 5 / 485 3 / 352
Kaufmann Fund R Medium-Growth Mid-Cap Growth 4 / 549 5 / 549 5 / 485 3 / 352
Kaufmann Fund C Medium-Growth Mid-Cap Growth 4 / 549 4 / 549 5 / 485 3 / 352
Kaufmann Fund A Medium-Growth Mid-Cap Growth 4 / 549 5 / 549 5 / 485 3 / 352
Global Allocation Fund IS Large-Blend; Low-Moderate World Allocation 4 / 376 3 / 376 4 / 329 4 / 151
Bond Fund R6 Low-Moderate Corporate Bond 4 / 170 4 / 170 4 / 142 4 / 79
Bond Fund IS Low-Moderate Corporate Bond 4 / 170 4 / 170 4 / 142 4 / 79
Bond Fund F Low-Moderate Corporate Bond 4 / 170 4 / 170 3 / 142 4 / 79
Bond Fund A Low-Moderate Corporate Bond 4 / 170 4 / 170 4 / 142 4 / 79
Municipal High Yield Advantage Fund IS Low-Extensive High Yield Municipal 4 / 146 4 / 146 4 / 122 4 / 81
Municipal High Yield Advantage Fund F Low-Extensive High Yield Municipal 4 / 146 3 / 146 3 / 122 4 / 81
Municipal High Yield Advantage Fund A Low-Extensive High Yield Municipal 4 / 146 3 / 146 3 / 122 4 / 81
Mid-Cap Index Fund R6 Medium-Blend Mid-Cap Blend 4 / 356 4 / 356 3 / 322 4 / 223
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 356 4 / 356 4 / 322 4 / 223
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 4 / 140 4 / 140 4 / 107 4 / 57
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 356 4 / 356 3 / 322 4 / 223