Morningstar® Mutual Fund Ratings

 
 
49 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 10-31-2017

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 / 102 5 / 55
Institutional High Yield Bond Fund R6 Low-Limited Insurance High Yield Bond 5 / 609 5 / 609 4 / 489 5 / 320
Institutional High Yield Bond Fund IS Low-Limited Insurance High Yield Bond 5 / 609 5 / 609 4 / 489 5 / 320
High Yield Trust SS Low-Limited Insurance High Yield Bond 5 / 609 4 / 609 5 / 489 5 / 320
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 5 / 460 4 / 460 4 / 384 5 / 257

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 / 598 5 / 598 4 / 530 3 / 397
Kaufmann Small Cap Fund IS Small-Growth Small Growth 4 / 598 5 / 598 4 / 530 3 / 397
Kaufmann Small Cap Fund A Small-Growth Small Growth 4 / 598 5 / 598 4 / 530 3 / 397
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1214 4 / 1214 4 / 1078 3 / 794
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1214 4 / 1214 4 / 1078 4 / 794
Ohio Municipal Income Fund A Medium-Moderate Municipal Ohio 4 / 41 4 / 41 4 / 38 3 / 33
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 4 / 460 3 / 460 3 / 384 5 / 257
International Leaders Fund IS Large-Blend Foreign Large Blend 4 / 593 3 / 593 4 / 531 4 / 341
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 593 3 / 593 4 / 531 4 / 341
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 171 4 / 171 4 / 149 3 / 93
MDT Mid Cap Growth Fund IS Medium-Growth Mid-Cap Blend 4 / 354 3 / 354 5 / 322 2 / 218
High Yield Trust A Low-Limited Insurance High Yield Bond 4 / 609 4 / 609 5 / 489 5 / 320
High Yield Trust IS Low-Limited Insurance High Yield Bond 4 / 609 4 / 609 5 / 489 5 / 320
MDT Small Cap Growth Fund R6 Small-Growth Small Growth 4 / 598 5 / 598 5 / 530 3 / 397
MDT Small Cap Growth Fund B Small-Growth Small Growth 4 / 598 5 / 598 4 / 530 2 / 397
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 598 5 / 598 5 / 530 3 / 397
MDT Small Cap Growth Fund A Small-Growth Small Growth 4 / 598 5 / 598 5 / 530 3 / 397
Muni and Stock Advantage Fund F Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 382 3 / 382 3 / 340 4 / 247
Muni and Stock Advantage Fund IS Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 382 4 / 382 4 / 340 4 / 247
Muni and Stock Advantage Fund A Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 382 3 / 382 3 / 340 4 / 247
MDT Small Cap Core Fund R6 Small-Blend Small Blend 4 / 655 5 / 655 5 / 559 2 / 394
MDT Small Cap Core Fund IS Small-Blend Small Blend 4 / 655 5 / 655 5 / 559 2 / 394
MDT Small Cap Core Fund C Small-Blend Small Blend 4 / 655 5 / 655 5 / 559 2 / 394
MDT Small Cap Core Fund A Small-Blend Small Blend 4 / 655 5 / 655 5 / 559 2 / 394
MDT Large Cap Value Fund R6 Large-Value Large Value 4 / 1102 2 / 1102 5 / 956 4 / 682
MDT Large Cap Value Fund IS Large-Value Large Value 4 / 1102 2 / 1102 5 / 956 4 / 682
MDT Large Cap Value Fund SS Large-Value Large Value 4 / 1102 2 / 1102 5 / 956 4 / 682
Total Return Bond Fund R6 Medium-Moderate Intermediate-Term Bond 4 / 854 4 / 854 4 / 772 4 / 548
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 854 4 / 854 4 / 772 4 / 548
Total Return Bond Fund SS Medium-Moderate Intermediate-Term Bond 4 / 854 4 / 854 4 / 772 3 / 548
High Income Bond Fund, Inc. R6 Low-Limited Insurance High Yield Bond 4 / 609 4 / 609 4 / 489 4 / 320
High Income Bond Fund, Inc. IS Low-Limited Insurance High Yield Bond 4 / 609 4 / 609 4 / 489 4 / 320
High Income Bond Fund, Inc. A Low-Limited Insurance High Yield Bond 4 / 609 4 / 609 4 / 489 4 / 320
Kaufmann Fund IS Medium-Growth Insurance Mid-Cap Growth 4 / 557 4 / 557 4 / 480 3 / 360
Kaufmann Fund R Medium-Growth Insurance Mid-Cap Growth 4 / 557 4 / 557 4 / 480 3 / 360
Kaufmann Fund A Medium-Growth Insurance Mid-Cap Growth 4 / 557 4 / 557 4 / 480 3 / 360
Global Allocation Fund IS Large-Blend; Low-Moderate World Allocation 4 / 393 3 / 393 4 / 337 4 / 164
Bond Fund R6 Low-Moderate Insurance Corporate Bond 4 / 175 4 / 175 4 / 145 4 / 85
Bond Fund IS Low-Moderate Insurance Corporate Bond 4 / 175 4 / 175 4 / 145 4 / 85
Bond Fund F Low-Moderate Insurance Corporate Bond 4 / 175 4 / 175 4 / 145 4 / 85
Bond Fund A Low-Moderate Insurance Corporate Bond 4 / 175 4 / 175 4 / 145 4 / 85
Mid-Cap Index Fund R6 Medium-Blend Mid-Cap Blend 4 / 354 4 / 354 4 / 322 4 / 218
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 354 4 / 354 4 / 322 4 / 218
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 354 4 / 354 4 / 322 4 / 218