Morningstar® Mutual Fund Ratings

 
 
54 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™, as of 07-31-2014

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
Kaufmann Large Cap Fund IS Large-Growth Large Growth 5 / 1498 4 / 1498 5 / 1328
High Yield Trust SS Low-Limited High Yield Bond 5 / 567 5 / 567 5 / 495 5 / 344
High Yield Trust IS Low-Limited High Yield Bond 5 / 567 5 / 567 5 / 495 5 / 344
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 5 / 97 4 / 97 4 / 80 5 / 66
Institutional High Yield Bond Fund IS Low-Limited High Yield Bond 5 / 567 4 / 567 4 / 495 5 / 344
International Strategic Value Dividend Fund IS Large-Value Foreign Large Value 5 / 309 4 / 309 5 / 278
Emerging Markets Equity Fund IS Large-Blend Diversified Emerging Markets 5 / 457 5 / 457
Capital Income Fund A Large-Value; Low-Limited Conservative Allocation 5 / 565 4 / 565 4 / 477 5 / 253
Capital Income Fund F Large-Value; Low-Limited Conservative Allocation 5 / 565 5 / 565 5 / 477 5 / 253
Capital Income Fund IS Large-Value; Low-Limited Conservative Allocation 5 / 565 5 / 565 5 / 477 5 / 253
Capital Income Fund R Large-Value; Low-Limited Conservative Allocation 5 / 565 5 / 565 5 / 477 5 / 253
Muni and Stock Advantage Fund IS Large-Value Conservative Allocation 5 / 565 5 / 565 4 / 477 4 / 253
MDT Stock Trust IS Large-Value Large Value 5 / 1078 5 / 1078 4 / 955 4 / 626

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 / 1498 3 / 1498 4 / 1328
Kaufmann Large Cap Fund C Large-Growth Large Growth 4 / 1498 4 / 1498 4 / 1328
Kaufmann Large Cap Fund R Large-Growth Large Growth 4 / 1498 4 / 1498 4 / 1328
Kaufmann Large Cap Fund R6 Large-Growth Large Growth 4 / 1498 4 / 1498 4 / 1328
Short-Intermediate Total Return Bond Fund IS Low-Limited Short-Term Bond 4 / 421 4 / 421 4 / 362
Short-Intermediate Total Return Bond Fund SS Low-Limited Short-Term Bond 4 / 421 4 / 421 4 / 362
Short-Intermediate Total Return Bond Fund A Low-Limited Short-Term Bond 4 / 421 4 / 421 4 / 362
Short-Intermediate Total Return Bond Fund R Low-Limited Short-Term Bond 4 / 421 4 / 421 4 / 362
High Yield Trust A Low-Limited High Yield Bond 4 / 567 4 / 567 4 / 495 4 / 344
High Yield Trust C Low-Limited High Yield Bond 4 / 567 5 / 567 4 / 495 3 / 344
Bond Fund F Low-Moderate Corporate Bond 4 / 143 3 / 143 3 / 118 4 / 82
Bond Fund IS Low-Moderate Corporate Bond 4 / 143 3 / 143 4 / 118 4 / 82
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 329 3 / 329 4 / 312 4 / 192
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 329 3 / 329 4 / 312 4 / 192
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1339 4 / 1339 4 / 1205 3 / 799
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1339 4 / 1339 4 / 1205 3 / 799
International Strategic Value Dividend Fund A Large-Value Foreign Large Value 4 / 309 3 / 309 4 / 278
International Strategic Value Dividend Fund C Large-Value Foreign Large Value 4 / 309 4 / 309 4 / 278
Total Return Bond Fund IS Low-Moderate Intermediate-Term Bond 4 / 934 4 / 934 3 / 806 4 / 576
Total Return Bond Fund SS Low-Moderate Intermediate-Term Bond 4 / 934 3 / 934 3 / 806 4 / 576
Equity Income Fund, Inc. F Large-Value Large Value 4 / 1078 3 / 1078 3 / 955 4 / 626
Equity Income Fund, Inc. IS Large-Value Large Value 4 / 1078 4 / 1078 3 / 955 4 / 626
Equity Income Fund, Inc. R Large-Value Large Value 4 / 1078 3 / 1078 3 / 955 4 / 626
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 677 3 / 677 4 / 610 4 / 320
International Leaders Fund B Large-Blend Foreign Large Blend 4 / 677 3 / 677 4 / 610 4 / 320
International Leaders Fund C Large-Blend Foreign Large Blend 4 / 677 4 / 677 4 / 610 4 / 320
International Leaders Fund IS Large-Blend Foreign Large Blend 4 / 677 4 / 677 5 / 610 4 / 320
International Leaders Fund R Large-Blend Foreign Large Blend 4 / 677 4 / 677 4 / 610 4 / 320
International Leaders Fund R6 Large-Blend Foreign Large Blend 4 / 677 4 / 677 5 / 610 4 / 320
Capital Income Fund C Large-Value; Low-Limited Conservative Allocation 4 / 565 5 / 565 4 / 477 4 / 253
Capital Income Fund B Large-Value; Low-Limited Conservative Allocation 4 / 565 4 / 565 4 / 477 4 / 253
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 163 4 / 163 4 / 129 3 / 103
Muni and Stock Advantage Fund A Large-Value Conservative Allocation 4 / 565 4 / 565 3 / 477 4 / 253
Muni and Stock Advantage Fund C Large-Value Conservative Allocation 4 / 565 5 / 565 4 / 477 3 / 253
Muni and Stock Advantage Fund F Large-Value Conservative Allocation 4 / 565 5 / 565 4 / 477 4 / 253
Municipal High Yield Advantage Fund IS Low-Extensive High Yield Municipal 4 / 153 4 / 153 4 / 133 4 / 90
MDT Large Cap Growth Fund IS Large-Blend Large Growth 4 / 1498 4 / 1498 4 / 1328
U.S. Government Securities Fund: 2-5 Years IS High-Limited Short Government 4 / 124 3 / 124 4 / 115 5 / 104
Strategic Value Dividend Fund IS Large-Value Large Value 4 / 1078 3 / 1078 4 / 955
MDT Stock Trust SS Large-Value Large Value 4 / 1078 5 / 1078 4 / 955 4 / 626
Emerging Market Debt Fund IS Low-Extensive Emerging Markets Bond 4 / 186 4 / 186 4 / 101 3 / 48


 
 
 
 
 
 
 
 
 
 
 

Performance quoted represents past performance, which is no guarantee of future results. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost.

Please go to the Morningstar disclosure page for important ranking information.

International investing involves special risks including currency risk, increased volatility, political risks, and differences in auditing and other financial standards.

Small-company stocks may be less liquid and subject to greater price volatility than large-capitalization stocks.

Bond prices are sensitive to changes in interest rates, and a rise in interest rates can cause a decline in their prices.

Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. To obtain a summary prospectus or prospectus containing this and other information, contact us or view the prospectus provided on this website. Please carefully read the summary prospectus or prospectus before investing.

Not FDIC Insured May Lose Value No Bank Guarantee
Federated Securities Corp., Distributor
Copyright © 2014 Federated Investors, Inc.

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