Morningstar® Mutual Fund Ratings

 
 
41 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 08-31-2016

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 / 496 5 / 496 4 / 408 5 / 284
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 5 / 496 5 / 496 4 / 408 5 / 284
High Yield Trust SS Low-Moderate High Yield Bond 5 / 654 5 / 654 5 / 524 5 / 368
High Yield Trust IS Low-Moderate High Yield Bond 5 / 654 5 / 654 5 / 524 5 / 368
Institutional High Yield Bond Fund IS Low-Moderate High Yield Bond 5 / 654 5 / 654 5 / 524 5 / 368
Muni and Stock Advantage Fund IS Large-Value; Medium-Extensive Allocation--30% to 50% Equity 5 / 484 5 / 484 5 / 417 4 / 276
MDT Stock Trust IS Large-Value Large Value 5 / 1179 4 / 1179 5 / 1039 4 / 761

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
Mortgage Fund IS Medium-Moderate Intermediate Government 4 / 301 5 / 301 4 / 289 3 / 218
Kaufmann Large Cap Fund R Large-Growth Large Growth 4 / 1470 3 / 1470 4 / 1278
Kaufmann Large Cap Fund IS Large-Growth Large Growth 4 / 1470 3 / 1470 4 / 1278
Kaufmann Large Cap Fund R6 Large-Growth Large Growth 4 / 1470 3 / 1470 4 / 1278
MDT Balanced Fund R6 Large-Value; Low-Moderate Allocation--50% to 70% Equity 4 / 829 3 / 829 4 / 718 2 / 491
Short-Intermediate Total Return Bond Fund R6 Medium-Limited Short-Term Bond 4 / 496 4 / 496 3 / 408 5 / 284
Floating Rate Strategic Income Fund IS Low-Limited Bank Loan 4 / 221 4 / 221 3 / 173
High Yield Trust A Low-Moderate High Yield Bond 4 / 654 3 / 654 5 / 524 4 / 368
High Yield Trust C Low-Moderate High Yield Bond 4 / 654 4 / 654 5 / 524 4 / 368
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 656 4 / 656 4 / 592 3 / 432
MDT Small Cap Core Fund IS Small-Value Small Blend 4 / 657 5 / 657 5 / 561 2 / 386
Bond Fund F Low-Moderate Corporate Bond 4 / 170 3 / 170 3 / 146 4 / 93
Bond Fund IS Low-Moderate Corporate Bond 4 / 170 3 / 170 4 / 146 4 / 93
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 4 / 122 4 / 122 4 / 88 4 / 61
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 376 4 / 376 4 / 320 4 / 223
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 376 4 / 376 4 / 320 4 / 223
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1395 4 / 1395 4 / 1213 4 / 902
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1395 4 / 1395 4 / 1213 3 / 902
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 956 4 / 956 4 / 846 4 / 603
Emerging Markets Equity Fund IS Large-Blend Diversified Emerging Markets 4 / 592 3 / 592 5 / 427
Clover Small Value Fund R6 Small-Value Small Value 4 / 370 3 / 370 3 / 332 4 / 214
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 192 4 / 192 4 / 176 3 / 115
Muni and Stock Advantage Fund F Large-Value; Medium-Extensive Allocation--30% to 50% Equity 4 / 484 4 / 484 4 / 417 3 / 276
MDT All Cap Core Fund R6 Large-Value Large Value 4 / 1179 3 / 1179 4 / 1039 2 / 761
Municipal High Yield Advantage Fund F Low-Extensive High Yield Municipal 4 / 171 3 / 171 3 / 146 4 / 103
Municipal High Yield Advantage Fund IS Low-Extensive High Yield Municipal 4 / 171 4 / 171 4 / 146 4 / 103
U.S. Government Securities Fund: 2-5 Years IS High-Limited Short Government 4 / 104 3 / 104 3 / 99 5 / 83
Strategic Value Dividend Fund A Large-Value Large Value 4 / 1179 4 / 1179 3 / 1039 4 / 761
Strategic Value Dividend Fund IS Large-Value Large Value 4 / 1179 5 / 1179 4 / 1039 4 / 761
Strategic Value Dividend Fund C Large-Value Large Value 4 / 1179 5 / 1179 3 / 1039 4 / 761
MDT Stock Trust SS Large-Value Large Value 4 / 1179 4 / 1179 5 / 1039 4 / 761
MDT Stock Trust A Large-Value Large Value 4 / 1179 3 / 1179 4 / 1039 4 / 761
MDT Stock Trust R6 Large-Value Large Value 4 / 1179 4 / 1179 5 / 1039 4 / 761
Global Allocation Fund IS Large-Blend; Low-Moderate World Allocation 4 / 472 4 / 472 4 / 370 3 / 179