Morningstar® Mutual Fund Ratings

 
 
43 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 10-31-2016

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 4 / 496 4 / 415 5 / 287
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 5 / 496 4 / 496 4 / 415 5 / 287
High Yield Trust SS Low-Moderate High Yield Bond 5 / 656 4 / 656 5 / 528 5 / 371
High Yield Trust IS Low-Moderate High Yield Bond 5 / 656 5 / 656 5 / 528 5 / 371
Institutional High Yield Bond Fund IS High Yield Bond 5 / 656 5 / 656 5 / 528 5 / 371
MDT Stock Trust IS Large-Value Large Value 5 / 1184 4 / 1184 5 / 1040 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 High-Limited Intermediate Government 4 / 296 5 / 296 5 / 284 3 / 218
Mortgage Fund SS High-Limited Intermediate Government 4 / 296 4 / 296 4 / 284 3 / 218
Kaufmann Large Cap Fund C Large-Growth Large Growth 4 / 1439 3 / 1439 4 / 1252
Kaufmann Large Cap Fund R Large-Growth Large Growth 4 / 1439 3 / 1439 4 / 1252
Kaufmann Large Cap Fund IS Large-Growth Large Growth 4 / 1439 3 / 1439 5 / 1252
Kaufmann Large Cap Fund R6 Large-Growth Large Growth 4 / 1439 3 / 1439 4 / 1252
MDT Balanced Fund R6 Large-Value; Low-Moderate Allocation--50% to 70% Equity 4 / 831 3 / 831 4 / 717 2 / 497
Short-Intermediate Total Return Bond Fund R6 Medium-Limited Short-Term Bond 4 / 496 4 / 496 3 / 415 5 / 287
Floating Rate Strategic Income Fund IS Low-Limited Bank Loan 4 / 241 4 / 241 3 / 187
High Yield Trust A Low-Moderate High Yield Bond 4 / 656 3 / 656 5 / 528 4 / 371
High Yield Trust C Low-Moderate High Yield Bond 4 / 656 4 / 656 5 / 528 4 / 371
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 655 4 / 655 4 / 591 3 / 435
MDT Small Cap Growth Fund B Small-Growth Small Growth 4 / 655 3 / 655 4 / 591 2 / 435
MDT Small Cap Core Fund IS Small-Blend Small Blend 4 / 659 5 / 659 5 / 570 2 / 389
Bond Fund F Low-Extensive Corporate Bond 4 / 171 3 / 171 3 / 146 4 / 94
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 4 / 124 4 / 124 4 / 94 4 / 63
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 379 4 / 379 4 / 332 4 / 227
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 379 4 / 379 4 / 332 4 / 227
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1384 4 / 1384 4 / 1216 4 / 912
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1384 4 / 1384 4 / 1216 3 / 912
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 965 4 / 965 4 / 850 4 / 609
Kaufmann Fund C Medium-Growth Mid-Cap Growth 4 / 655 4 / 655 4 / 572 3 / 427
Kaufmann Fund R Medium-Growth Mid-Cap Growth 4 / 655 4 / 655 4 / 572 3 / 427
Emerging Markets Equity Fund IS Large-Blend Diversified Emerging Markets 4 / 612 3 / 612 5 / 449
Kaufmann Small Cap Fund IS Small-Growth Small Growth 4 / 655 4 / 655 4 / 591 3 / 435
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 193 4 / 193 4 / 175 3 / 118
Muni and Stock Advantage Fund F Large-Value; Medium-Extensive Allocation--30% to 50% Equity 4 / 478 4 / 478 4 / 420 3 / 277
Muni and Stock Advantage Fund IS Large-Value; Medium-Extensive Allocation--30% to 50% Equity 4 / 478 4 / 478 4 / 420 3 / 277
MDT All Cap Core Fund R6 Large-Value Large Value 4 / 1184 3 / 1184 4 / 1040 2 / 761
Municipal High Yield Advantage Fund F Low-Extensive High Yield Municipal 4 / 171 3 / 171 3 / 146 4 / 107
Municipal High Yield Advantage Fund IS Low-Extensive High Yield Municipal 4 / 171 4 / 171 4 / 146 4 / 107
U.S. Government Securities Fund: 2-5 Years IS High-Moderate Short Government 4 / 105 3 / 105 3 / 99 5 / 83
Strategic Value Dividend Fund IS Large-Value Large Value 4 / 1184 5 / 1184 3 / 1040 4 / 761
MDT Stock Trust SS Large-Value Large Value 4 / 1184 4 / 1184 5 / 1040 4 / 761
MDT Stock Trust A Large-Value Large Value 4 / 1184 3 / 1184 4 / 1040 4 / 761
MDT Stock Trust R6 Large-Value Large Value 4 / 1184 4 / 1184 5 / 1040 4 / 761
Global Allocation Fund IS Large-Blend; Low-Moderate World Allocation 4 / 477 3 / 477 4 / 382 3 / 180