Morningstar® Mutual Fund Ratings

 
 
32 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 06-30-2016

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
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 5 / 493 5 / 493 5 / 405 5 / 284
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 5 / 493 5 / 493 4 / 405 5 / 284
High Yield Trust SS Low-Moderate High Yield Bond 5 / 653 5 / 653 5 / 529 5 / 371
High Yield Trust IS Low-Moderate High Yield Bond 5 / 653 5 / 653
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 5 / 123 4 / 123 4 / 88 5 / 60
Institutional High Yield Bond Fund IS Low-Moderate High Yield Bond 5 / 653 5 / 653 5 / 529 5 / 371
International Strategic Value Dividend Fund IS Large-Blend Foreign Large Value 5 / 281 4 / 281 5 / 235
Muni and Stock Advantage Fund F Large-Value; Medium-Extensive Conservative Allocation 5 / 480 4 / 480 5 / 409
Muni and Stock Advantage Fund IS Large-Value; Medium-Extensive Conservative Allocation 5 / 480 5 / 480 5 / 409
Strategic Value Dividend Fund A Large-Value Large Value 5 / 1169 5 / 1169 5 / 1030 4 / 756
Strategic Value Dividend Fund IS Large-Value Large Value 5 / 1169 5 / 1169 5 / 1030 5 / 756
Strategic Value Dividend Fund C Large-Value Large Value 5 / 1169 5 / 1169 5 / 1030 4 / 756

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 Large Cap Fund R Large-Growth Large Growth 4 / 1483 3 / 1483 4 / 1289
Kaufmann Large Cap Fund IS Large-Growth Large Growth 4 / 1483 4 / 1483 4 / 1289
Floating Rate Strategic Income Fund IS Low-Limited Bank Loan 4 / 215 4 / 215 4 / 170
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 655 4 / 655 4 / 591 3 / 431
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 376 4 / 376 4 / 321 4 / 228
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 376 4 / 376
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1392 4 / 1392 4 / 1206 4 / 895
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1392 4 / 1392 4 / 1206 3 / 895
International Strategic Value Dividend Fund A Large-Blend Foreign Large Value 4 / 281 3 / 281 4 / 235
International Strategic Value Dividend Fund C Large-Blend Foreign Large Value 4 / 281 4 / 281 4 / 235
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 953 4 / 953 4 / 836 4 / 603
Emerging Markets Equity Fund IS Large-Blend Diversified Emerging Markets 4 / 590 3 / 590 5 / 416
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 190 4 / 190 4 / 175 3 / 115
Muni and Stock Advantage Fund C Large-Value; Medium-Extensive Conservative Allocation 4 / 480 4 / 480 5 / 409 3 / 271
Municipal High Yield Advantage Fund IS Low-Extensive High Yield Municipal 4 / 167 4 / 167
U.S. Government Securities Fund: 2-5 Years IS High-Limited Short Government 4 / 106 4 / 106 3 / 100 5 / 84
U.S. Government Securities Fund: 2-5 Years SS High-Limited Short Government 4 / 106 3 / 106 3 / 100 4 / 84
MDT Stock Trust SS Large-Value Large Value 4 / 1169 4 / 1169 4 / 1030 4 / 756
MDT Stock Trust IS Large-Value Large Value 4 / 1169 4 / 1169 4 / 1030
Global Allocation Fund IS Large-Blend; Low-Moderate World Allocation 4 / 463 4 / 463 4 / 362