Morningstar® Mutual Fund Ratings

 
 
31 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 03-31-2016

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 / 490 4 / 490 5 / 404 5 / 280
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 5 / 490 4 / 490 4 / 404 5 / 280
Floating Rate Strategic Income Fund IS Bank Loan 5 / 212 5 / 212 4 / 151
High Yield Trust SS Low-Moderate High Yield Bond 5 / 646 5 / 646 5 / 530 5 / 365
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 5 / 121 4 / 121 4 / 83 5 / 60
Institutional High Yield Bond Fund IS Low-Moderate High Yield Bond 5 / 646 4 / 646 5 / 530 5 / 365
Muni and Stock Advantage Fund F Large-Value; Medium-Extensive Conservative Allocation 5 / 734 4 / 734 5 / 576
Muni and Stock Advantage Fund IS Large-Value; Medium-Extensive Conservative Allocation 5 / 734 4 / 734 5 / 576
Strategic Value Dividend Fund IS Large-Value Large Value 5 / 1207 5 / 1207 5 / 1051 5 / 764
Strategic Value Dividend Fund C Large-Value Large Value 5 / 1207 5 / 1207 5 / 1051 4 / 764

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 R Large-Growth Large Growth 4 / 1524 3 / 1524 4 / 1315
Kaufmann Large Cap Fund IS Large-Growth Large Growth 4 / 1524 3 / 1524 4 / 1315
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 658 5 / 658 4 / 588 3 / 423
Bond Fund F Low-Moderate Corporate Bond 4 / 166 3 / 166 3 / 144 4 / 93
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 383 3 / 383 4 / 328 4 / 215
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 383 4 / 383
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1398 4 / 1398 4 / 1225 4 / 893
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1398 4 / 1398 4 / 1225 3 / 893
International Strategic Value Dividend Fund IS Large-Value Foreign Large Value 4 / 289 3 / 289 4 / 251
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 951 4 / 951 3 / 827 4 / 602
Emerging Markets Equity Fund IS Diversified Emerging Markets 4 / 591 4 / 591 5 / 410
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 189 4 / 189 4 / 172 3 / 116
Muni and Stock Advantage Fund A Large-Value; Medium-Extensive Conservative Allocation 4 / 734 3 / 734 5 / 576 3 / 358
Muni and Stock Advantage Fund B Large-Value; Medium-Extensive Conservative Allocation 4 / 734 3 / 734 5 / 576 3 / 358
Muni and Stock Advantage Fund C Large-Value; Medium-Extensive Conservative Allocation 4 / 734 3 / 734 5 / 576 3 / 358
Municipal High Yield Advantage Fund F Low-Extensive High Yield Municipal 4 / 167 4 / 167 4 / 149 4 / 98
U.S. Government Securities Fund: 2-5 Years IS High-Limited Short Government 4 / 114 3 / 114 4 / 107 5 / 91
Strategic Value Dividend Fund A Large-Value Large Value 4 / 1207 4 / 1207 5 / 1051 4 / 764
MDT Stock Trust SS Large-Value Large Value 4 / 1207 4 / 1207 4 / 1051 4 / 764
MDT Stock Trust IS Large-Value Large Value 4 / 1207 4 / 1207 4 / 1051
Global Allocation Fund IS Large-Blend; Low-Moderate World Allocation 4 / 476 4 / 476 4 / 374