Morningstar® Mutual Fund Ratings

 
 
38 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 07-31-2016

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 / 489 5 / 489 4 / 402 5 / 279
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 5 / 489 5 / 489 4 / 402 5 / 279
High Yield Trust SS Low-Moderate High Yield Bond 5 / 655 5 / 655 5 / 526 5 / 369
High Yield Trust IS Low-Moderate High Yield Bond 5 / 655 5 / 655 5 / 526 5 / 369
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 5 / 125 4 / 125 4 / 88 5 / 61
Institutional High Yield Bond Fund IS Low-Moderate High Yield Bond 5 / 655 5 / 655 5 / 526 5 / 369
Muni and Stock Advantage Fund F Large-Value; Medium-Extensive Allocation--30% to 50% Equity 5 / 477 4 / 477 5 / 409 3 / 276
Muni and Stock Advantage Fund IS Large-Value; Medium-Extensive Allocation--30% to 50% Equity 5 / 477 5 / 477 5 / 409 4 / 276
Strategic Value Dividend Fund IS Large-Value Large Value 5 / 1173 5 / 1173 5 / 1030 5 / 760
MDT Stock Trust IS Large-Value Large Value 5 / 1173 4 / 1173 5 / 1030 4 / 760

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 4 / 301 4 / 289 3 / 218
Kaufmann Large Cap Fund R Large-Growth Large Growth 4 / 1482 3 / 1482 4 / 1287
Kaufmann Large Cap Fund IS Large-Growth Large Growth 4 / 1482 4 / 1482 4 / 1287
Kaufmann Large Cap Fund R6 Large-Growth Large Growth 4 / 1482 4 / 1482 4 / 1287
Short-Intermediate Total Return Bond Fund R Medium-Limited Short-Term Bond 4 / 489 4 / 489 3 / 402 5 / 279
Floating Rate Strategic Income Fund IS Low-Limited Bank Loan 4 / 216 4 / 216 3 / 172
High Yield Trust A Low-Moderate High Yield Bond 4 / 655 3 / 655 5 / 526 4 / 369
High Yield Trust C Low-Moderate High Yield Bond 4 / 655 4 / 655 5 / 526 4 / 369
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 657 4 / 657 4 / 589 3 / 430
Bond Fund F Low-Moderate Corporate Bond 4 / 169 3 / 169 3 / 146 4 / 93
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 377 4 / 377 4 / 320 4 / 227
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 377 4 / 377 4 / 320 4 / 227
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1397 4 / 1397 4 / 1211 4 / 899
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1397 4 / 1397 4 / 1211 3 / 899
International Strategic Value Dividend Fund A Large-Blend Foreign Large Value 4 / 286 3 / 286 4 / 235
International Strategic Value Dividend Fund C Large-Blend Foreign Large Value 4 / 286 3 / 286 4 / 235
International Strategic Value Dividend Fund IS Large-Blend Foreign Large Value 4 / 286 4 / 286 4 / 235
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 955 4 / 955 4 / 838 4 / 602
Emerging Markets Equity Fund IS Large-Blend Diversified Emerging Markets 4 / 596 3 / 596 5 / 416
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 191 4 / 191 4 / 175 3 / 115
Municipal High Yield Advantage Fund IS Low-Extensive High Yield Municipal 4 / 171 4 / 171 4 / 146 4 / 99
U.S. Government Securities Fund: 2-5 Years IS High-Limited Short Government 4 / 106 3 / 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
Strategic Value Dividend Fund A Large-Value Large Value 4 / 1173 5 / 1173 4 / 1030 4 / 760
Strategic Value Dividend Fund C Large-Value Large Value 4 / 1173 5 / 1173 4 / 1030 4 / 760
MDT Stock Trust SS Large-Value Large Value 4 / 1173 4 / 1173 4 / 1030 4 / 760
MDT Stock Trust A Large-Value Large Value 4 / 1173 3 / 1173 3 / 1030 4 / 760
Global Allocation Fund IS Large-Blend; Low-Moderate World Allocation 4 / 472 3 / 472 4 / 366 3 / 176