Morningstar® Mutual Fund Ratings

 
 
51 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 04-30-2017

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
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 5 / 443 4 / 443 4 / 361 5 / 261
High Yield Trust SS Low-Limited High Yield Bond 5 / 599 4 / 599 5 / 474 5 / 323
High Yield Trust IS Low-Limited High Yield Bond 5 / 599 5 / 599 5 / 474 5 / 323
Institutional High Yield Bond Fund IS Low-Limited High Yield Bond 5 / 599 5 / 599 4 / 474 5 / 323
Institutional High Yield Bond Fund R6 Low-Limited High Yield Bond 5 / 599 5 / 599 4 / 474 5 / 323

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 A Large-Growth Large Growth 4 / 1301 3 / 1301 4 / 1146
Kaufmann Large Cap Fund IS Large-Growth Large Growth 4 / 1301 3 / 1301 4 / 1146
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 4 / 443 3 / 443 3 / 361 5 / 261
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 590 2 / 590 4 / 523 4 / 336
Clover Small Value Fund A Small-Value Small Value 4 / 347 3 / 347 3 / 306 4 / 198
Clover Small Value Fund R6 Small-Value Small Value 4 / 347 3 / 347 3 / 306 4 / 198
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 177 4 / 177 4 / 150 3 / 94
High Yield Trust A Low-Limited High Yield Bond 4 / 599 4 / 599 5 / 474 5 / 323
High Yield Trust C Low-Limited High Yield Bond 4 / 599 4 / 599 4 / 474 4 / 323
MDT Small Cap Growth Fund A Small-Growth Small Growth 4 / 602 5 / 602 5 / 528 3 / 387
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 602 5 / 602 5 / 528 3 / 387
MDT Small Cap Growth Fund B Small-Growth Small Growth 4 / 602 5 / 602 4 / 528 2 / 387
MDT Small Cap Growth Fund R6 Small-Growth Small Growth 4 / 602 5 / 602 5 / 528 3 / 387
Muni and Stock Advantage Fund F Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 406 3 / 406 4 / 351 3 / 244
Muni and Stock Advantage Fund IS Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 406 3 / 406 4 / 351 4 / 244
MDT Small Cap Core Fund A Small-Blend Small Blend 4 / 637 5 / 637 5 / 538 2 / 375
MDT Small Cap Core Fund IS Small-Blend Small Blend 4 / 637 5 / 637 5 / 538 2 / 375
MDT Small Cap Core Fund R6 Small-Blend Small Blend 4 / 637 5 / 637 5 / 538 2 / 375
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
Bond Fund IS Low-Moderate Corporate Bond 4 / 175 4 / 175 4 / 142 4 / 80
Bond Fund R6 Low-Moderate Corporate Bond 4 / 175 3 / 175 4 / 142 4 / 80
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 4 / 134 4 / 134 4 / 96 4 / 53
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 377 4 / 377 3 / 339 4 / 216
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 377 4 / 377 4 / 339 4 / 216
Mid-Cap Index Fund R6 Medium-Blend Mid-Cap Blend 4 / 377 4 / 377 4 / 339 4 / 216
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1242 4 / 1242 4 / 1102 4 / 817
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1242 4 / 1242 4 / 1102 3 / 817
U.S. Government Securities Fund: 2-5 Years IS High-Limited Short Government 4 / 104 3 / 104 2 / 94 5 / 73
Strategic Value Dividend Fund A Large-Value Large Value 4 / 1088 3 / 1088 3 / 933 4 / 675
Strategic Value Dividend Fund IS Large-Value Large Value 4 / 1088 3 / 1088 3 / 933 4 / 675
Strategic Value Dividend Fund R6 Large-Value Large Value 4 / 1088 3 / 1088 3 / 933 4 / 675
MDT Large Cap Value Fund SS Large-Value Large Value 4 / 1088 2 / 1088 4 / 933 4 / 675
MDT Large Cap Value Fund IS Large-Value Large Value 4 / 1088 3 / 1088 4 / 933 4 / 675
MDT Large Cap Value Fund A Large-Value Large Value 4 / 1088 2 / 1088 4 / 933 4 / 675
MDT Large Cap Value Fund R6 Large-Value Large Value 4 / 1088 3 / 1088 4 / 933 4 / 675
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 856 4 / 856 4 / 763 4 / 539
Total Return Bond Fund R6 Medium-Moderate Intermediate-Term Bond 4 / 856 4 / 856 4 / 763 4 / 539
High Income Bond Fund, Inc. A Low-Limited High Yield Bond 4 / 599 4 / 599 3 / 474 4 / 323
High Income Bond Fund, Inc. IS Low-Limited High Yield Bond 4 / 599 4 / 599 3 / 474 4 / 323
High Income Bond Fund, Inc. R6 Low-Limited High Yield Bond 4 / 599 4 / 599 3 / 474 4 / 323
Kaufmann Fund A Medium-Growth Mid-Cap Growth 4 / 576 4 / 576 4 / 501 3 / 371
Kaufmann Fund B Medium-Growth Mid-Cap Growth 4 / 576 4 / 576 4 / 501 3 / 371
Kaufmann Fund C Medium-Growth Mid-Cap Growth 4 / 576 4 / 576 4 / 501 3 / 371
Kaufmann Fund R Medium-Growth Mid-Cap Growth 4 / 576 4 / 576 4 / 501 3 / 371
Kaufmann Fund IS Medium-Growth Mid-Cap Growth 4 / 576 4 / 576 4 / 501 3 / 371