Morningstar® Mutual Fund Ratings

 
 
53 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 06-30-2017

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 / 590 5 / 590 4 / 474 5 / 317
Institutional High Yield Bond Fund IS Low-Limited High Yield Bond 5 / 590 5 / 590 4 / 474 5 / 317
High Yield Trust SS Low-Limited High Yield Bond 5 / 590 4 / 590 5 / 474 5 / 317

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 IS Small-Growth Small Growth 4 / 599 4 / 599 4 / 533 3 / 398
Kaufmann Small Cap Fund A Small-Growth Small Growth 4 / 599 4 / 599 4 / 533 3 / 398
Kaufmann Large Cap Fund IS Large-Growth Large Growth 4 / 1277 3 / 1277 5 / 1152
Kaufmann Large Cap Fund R Large-Growth Large Growth 4 / 1277 3 / 1277 4 / 1152
Kaufmann Large Cap Fund C Large-Growth Large Growth 4 / 1277 3 / 1277 4 / 1152
Kaufmann Large Cap Fund A Large-Growth Large Growth 4 / 1277 3 / 1277 4 / 1152
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 4 / 450 3 / 450 3 / 376 5 / 261
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 4 / 450 3 / 450 4 / 376 5 / 261
International Leaders Fund B Large-Blend Foreign Large Blend 4 / 595 2 / 595 4 / 533 4 / 342
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 595 2 / 595 4 / 533 4 / 342
International Leaders Fund C Large-Blend Foreign Large Blend 4 / 595 2 / 595 4 / 533 4 / 342
Clover Small Value Fund R6 Small-Value Small Value 4 / 337 3 / 337 3 / 294 4 / 198
Clover Small Value Fund A Small-Value Small Value 4 / 337 3 / 337 3 / 294 4 / 198
Floating Rate Strategic Income Fund R6 Low-Limited Bank Loan 4 / 210 5 / 210 3 / 160
Floating Rate Strategic Income Fund IS Low-Limited Bank Loan 4 / 210 5 / 210 3 / 160
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 176 4 / 176 4 / 153 3 / 92
High Yield Trust A Low-Limited High Yield Bond 4 / 590 4 / 590 5 / 474 5 / 317
High Yield Trust IS Low-Limited High Yield Bond 4 / 590 4 / 590 5 / 474 5 / 317
MDT Small Cap Growth Fund R6 Small-Growth Small Growth 4 / 599 5 / 599 5 / 533 3 / 398
MDT Small Cap Growth Fund B Small-Growth Small Growth 4 / 599 4 / 599 4 / 533 2 / 398
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 599 5 / 599 5 / 533 3 / 398
MDT Small Cap Growth Fund A Small-Growth Small Growth 4 / 599 5 / 599 5 / 533 3 / 398
MDT Small Cap Core Fund R6 Small-Blend Small Blend 4 / 646 5 / 646 5 / 545 2 / 389
MDT Small Cap Core Fund IS Small-Blend Small Blend 4 / 646 5 / 646 5 / 545 2 / 389
MDT Small Cap Core Fund A Small-Blend Small Blend 4 / 646 5 / 646 5 / 545 2 / 389
Bond Fund R6 Low-Moderate Corporate Bond 4 / 174 4 / 174 4 / 145 4 / 85
Bond Fund IS Low-Moderate Corporate Bond 4 / 174 4 / 174 4 / 145 4 / 85
Bond Fund F Low-Moderate Corporate Bond 4 / 174 3 / 174 4 / 145 4 / 85
Bond Fund A Low-Moderate Corporate Bond 4 / 174 4 / 174 4 / 145 4 / 85
Municipal High Yield Advantage Fund IS Low-Extensive High Yield Municipal 4 / 145 4 / 145 4 / 119 4 / 86
Municipal High Yield Advantage Fund F Low-Extensive High Yield Municipal 4 / 145 3 / 145 3 / 119 4 / 86
Municipal High Yield Advantage Fund A Low-Extensive High Yield Municipal 4 / 145 3 / 145 3 / 119 4 / 86
Mid-Cap Index Fund R6 Medium-Blend Mid-Cap Blend 4 / 368 4 / 368 4 / 328 4 / 220
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 368 4 / 368 4 / 328 4 / 220
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 4 / 134 4 / 134 4 / 101 4 / 55
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 368 4 / 368 4 / 328 4 / 220
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1223 4 / 1223 4 / 1080 4 / 802
U.S. Government Securities Fund: 2-5 Years IS High-Limited Short Government 4 / 105 3 / 105 2 / 95 5 / 73
MDT Large Cap Value Fund R6 Large-Value Large Value 4 / 1091 2 / 1091 5 / 936 4 / 681
MDT Large Cap Value Fund IS Large-Value Large Value 4 / 1091 2 / 1091 5 / 936 4 / 681
MDT Large Cap Value Fund SS Large-Value Large Value 4 / 1091 2 / 1091 5 / 936 4 / 681
Total Return Bond Fund R6 Medium-Moderate Intermediate-Term Bond 4 / 856 4 / 856 4 / 767 4 / 540
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 856 4 / 856 4 / 767 4 / 540
Total Return Bond Fund SS Medium-Moderate Intermediate-Term Bond 4 / 856 4 / 856 4 / 767 3 / 540
High Income Bond Fund, Inc. R6 Low-Limited High Yield Bond 4 / 590 4 / 590 3 / 474 4 / 317
High Income Bond Fund, Inc. IS Low-Limited High Yield Bond 4 / 590 4 / 590 3 / 474 4 / 317
High Income Bond Fund, Inc. A Low-Limited High Yield Bond 4 / 590 4 / 590 3 / 474 4 / 317
Kaufmann Fund IS Medium-Growth Mid-Cap Growth 4 / 576 4 / 576 4 / 502 3 / 370
Kaufmann Fund R Medium-Growth Mid-Cap Growth 4 / 576 4 / 576 4 / 502 3 / 370
Kaufmann Fund A Medium-Growth Mid-Cap Growth 4 / 576 4 / 576 4 / 502 3 / 370