Morningstar® Mutual Fund Ratings

 
 
48 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 03-31-2017

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
Institutional High Yield Bond Fund R6 Low-Limited High Yield Bond 5 / 596 5 / 596 4 / 471 5 / 318
Institutional High Yield Bond Fund IS Low-Limited High Yield Bond 5 / 596 5 / 596 4 / 471 5 / 318
High Yield Trust A Low-Limited High Yield Bond 5 / 596 5 / 596 5 / 471 5 / 318
High Yield Trust IS Low-Limited High Yield Bond 5 / 596 5 / 596 5 / 471 5 / 318
High Yield Trust SS Low-Limited High Yield Bond 5 / 596 4 / 596 5 / 471 5 / 318
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 5 / 444 4 / 444 4 / 359 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 Large Cap Fund IS Large-Growth Large Growth 4 / 1306 3 / 1306 4 / 1154
Kaufmann Large Cap Fund A Large-Growth Large Growth 4 / 1306 3 / 1306 4 / 1154
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1248 4 / 1248 4 / 1113 3 / 822
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1248 4 / 1248 4 / 1113 4 / 822
U.S. Government Securities Fund: 2-5 Years IS High-Limited Short Government 4 / 105 3 / 105 2 / 95 5 / 74
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 4 / 444 3 / 444 3 / 359 5 / 257
Clover Small Value Fund R6 Small-Value Small Value 4 / 353 3 / 353 3 / 309 4 / 199
Clover Small Value Fund A Small-Value Small Value 4 / 353 3 / 353 3 / 309 4 / 199
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 181 4 / 181 4 / 153 3 / 96
High Yield Trust C Low-Limited High Yield Bond 4 / 596 4 / 596 4 / 471 4 / 318
MDT Small Cap Growth Fund R6 Small-Growth Small Growth 4 / 599 5 / 599 4 / 527 3 / 386
MDT Small Cap Growth Fund B Small-Growth Small Growth 4 / 599 4 / 599 4 / 527 3 / 386
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 599 5 / 599 4 / 527 3 / 386
MDT Small Cap Growth Fund C Small-Growth Small Growth 4 / 599 5 / 599 4 / 527 3 / 386
MDT Small Cap Growth Fund A Small-Growth Small Growth 4 / 599 5 / 599 4 / 527 3 / 386
Muni and Stock Advantage Fund F Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 408 4 / 408 4 / 350 3 / 243
Muni and Stock Advantage Fund IS Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 408 4 / 408 4 / 350 4 / 243
Muni and Stock Advantage Fund A Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 408 4 / 408 4 / 350 3 / 243
Strategic Value Dividend Fund R6 Large-Value Large Value 4 / 1084 4 / 1084 3 / 936 4 / 679
Strategic Value Dividend Fund IS Large-Value Large Value 4 / 1084 4 / 1084 3 / 936 4 / 679
MDT Small Cap Core Fund R6 Small-Value Small Blend 4 / 625 5 / 625 5 / 537 2 / 377
MDT Small Cap Core Fund IS Small-Value Small Blend 4 / 625 5 / 625 5 / 537 2 / 377
MDT Small Cap Core Fund A Small-Value Small Blend 4 / 625 5 / 625 5 / 537 2 / 377
MDT Large Cap Value Fund R6 Large-Value Large Value 4 / 1084 2 / 1084 4 / 936 4 / 679
MDT Large Cap Value Fund A Large-Value Large Value 4 / 1084 2 / 1084 4 / 936 4 / 679
MDT Large Cap Value Fund SS Large-Value Large Value 4 / 1084 2 / 1084 4 / 936 4 / 679
Total Return Bond Fund R6 Medium-Moderate Intermediate-Term Bond 4 / 851 4 / 851 4 / 750 4 / 538
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 851 4 / 851 4 / 750 4 / 538
High Income Bond Fund, Inc. R6 Low-Limited High Yield Bond 4 / 596 4 / 596 3 / 471 4 / 318
High Income Bond Fund, Inc. IS Low-Limited High Yield Bond 4 / 596 4 / 596 3 / 471 4 / 318
High Income Bond Fund, Inc. A Low-Limited High Yield Bond 4 / 596 4 / 596 3 / 471 4 / 318
Kaufmann Fund IS Medium-Growth Mid-Cap Growth 4 / 580 4 / 580 4 / 500 3 / 368
Kaufmann Fund R Medium-Growth Mid-Cap Growth 4 / 580 4 / 580 4 / 500 3 / 368
Kaufmann Fund A Medium-Growth Mid-Cap Growth 4 / 580 4 / 580 4 / 500 3 / 368
Bond Fund R6 Low-Moderate Corporate Bond 4 / 175 3 / 175 4 / 142 4 / 80
Bond Fund IS Low-Moderate Corporate Bond 4 / 175 3 / 175 4 / 142 4 / 80
Bond Fund F Low-Moderate Corporate Bond 4 / 175 3 / 175 4 / 142 4 / 80
Bond Fund A Low-Moderate Corporate Bond 4 / 175 3 / 175 4 / 142 4 / 80
Mid-Cap Index Fund R6 Medium-Blend Mid-Cap Blend 4 / 377 4 / 377 4 / 340 4 / 219
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 377 4 / 377 4 / 340 4 / 219
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 4 / 135 4 / 135 4 / 93 4 / 53
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 377 4 / 377 4 / 340 4 / 219