Morningstar® Mutual Fund Ratings

 
 
51 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 04-30-2015

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 R Large-Growth Large Growth 5 / 1577 5 / 1577 5 / 1357
Kaufmann Large Cap Fund IS Large-Growth Large Growth 5 / 1577 5 / 1577 5 / 1357
Kaufmann Large Cap Fund R6 Large-Growth Large Growth 5 / 1577 5 / 1577 5 / 1357
High Yield Trust SS Low-Moderate High Yield Bond 5 / 599 5 / 599 5 / 513 5 / 355
High Yield Trust IS Low-Moderate High Yield Bond 5 / 599 5 / 599 5 / 513 5 / 355
High Yield Trust A Low-Moderate High Yield Bond 5 / 599 5 / 599 5 / 513 4 / 355
High Yield Trust C Low-Moderate High Yield Bond 5 / 599 5 / 599 5 / 513 4 / 355
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 5 / 114 4 / 114 4 / 80 5 / 66
Institutional High Yield Bond Fund IS Low-Limited High Yield Bond 5 / 599 4 / 599 5 / 513 5 / 355
Emerging Markets Equity Fund IS Large-Blend Diversified Emerging Markets 5 / 539 5 / 539
International Leaders Fund IS Large-Blend Foreign Large Blend 5 / 651 5 / 651 5 / 572 5 / 323
International Leaders Fund R6 Large-Blend Foreign Large Blend 5 / 651 5 / 651 5 / 572 5 / 323
Capital Income Fund F Large-Value; Low-Moderate Conservative Allocation 5 / 647 4 / 647 4 / 541 5 / 291
MDT Stock Trust SS Large-Value Large Value 5 / 1158 5 / 1158 5 / 1016 4 / 712
MDT Stock Trust IS Large-Value Large Value 5 / 1158 5 / 1158 5 / 1016 4 / 712

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 / 1577 4 / 1577 4 / 1357
Kaufmann Large Cap Fund C Large-Growth Large Growth 4 / 1577 5 / 1577 4 / 1357
MDT Balanced Fund IS Large-Value; Low-Moderate Moderate Allocation 4 / 792 5 / 792 4 / 702 3 / 470
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 4 / 450 3 / 450 4 / 391
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 4 / 450 3 / 450 4 / 391
Short-Intermediate Total Return Bond Fund R Medium-Limited Short-Term Bond 4 / 450 3 / 450 4 / 391
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 665 4 / 665 4 / 583
MDT Small Cap Core Fund IS Small-Blend Small Blend 4 / 637 5 / 637 4 / 573
Bond Fund F Low-Moderate Corporate Bond 4 / 153 3 / 153 3 / 127 4 / 91
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 336 3 / 336 3 / 278 4 / 178
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1346 4 / 1346 4 / 1200 4 / 821
Short-Term Income Fund Y Medium-Limited Short-Term Bond 4 / 450 3 / 450 3 / 391 4 / 279
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 926 3 / 926 3 / 805 4 / 593
Total Return Bond Fund R6 Medium-Moderate Intermediate-Term Bond 4 / 926 3 / 926 3 / 805 4 / 593
Absolute Return Fund IS Large-Growth Market Neutral 4 / 100 4 / 100 3 / 64 2 / 27
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 651 4 / 651 4 / 572 4 / 323
International Leaders Fund B Large-Blend Foreign Large Blend 4 / 651 4 / 651 4 / 572 4 / 323
International Leaders Fund C Large-Blend Foreign Large Blend 4 / 651 5 / 651 4 / 572 4 / 323
International Leaders Fund R Large-Blend Foreign Large Blend 4 / 651 5 / 651 4 / 572 4 / 323
Capital Income Fund A Large-Value; Low-Moderate Conservative Allocation 4 / 647 3 / 647 3 / 541 4 / 291
Capital Income Fund C Large-Value; Low-Moderate Conservative Allocation 4 / 647 3 / 647 3 / 541 4 / 291
Capital Income Fund B Large-Value; Low-Moderate Conservative Allocation 4 / 647 3 / 647 3 / 541 4 / 291
Capital Income Fund IS Large-Value; Low-Moderate Conservative Allocation 4 / 647 4 / 647 4 / 541 5 / 291
Capital Income Fund R Large-Value; Low-Moderate Conservative Allocation 4 / 647 4 / 647 4 / 541 4 / 291
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 179 4 / 179 4 / 155 3 / 111
Muni and Stock Advantage Fund F Large-Value; Medium-Extensive Conservative Allocation 4 / 647 3 / 647 4 / 541 3 / 291
Muni and Stock Advantage Fund IS Large-Value; Medium-Extensive Conservative Allocation 4 / 647 4 / 647 4 / 541 3 / 291
MDT All Cap Core Fund R Large-Value Large Value 4 / 1158 4 / 1158 4 / 1016 2 / 712
Municipal High Yield Advantage Fund F Low-Extensive High Yield Municipal 4 / 156 4 / 156 4 / 149 3 / 95
Municipal High Yield Advantage Fund IS Low-Extensive High Yield Municipal 4 / 156 4 / 156 4 / 149 4 / 95
U.S. Government Securities Fund: 2-5 Years IS High-Limited Short Government 4 / 116 2 / 116 4 / 110 5 / 94
Intermediate Municipal Trust Y Medium-Moderate Municipal National Intermediate 4 / 268 4 / 268 4 / 235 3 / 165
Strategic Value Dividend Fund IS Large-Value Large Value 4 / 1158 2 / 1158 5 / 1016 4 / 712
MDT Stock Trust A Large-Value Large Value 4 / 1158 4 / 1158 4 / 1016 4 / 712
Global Allocation Fund R Large-Blend; Low-Moderate World Allocation 4 / 464 4 / 464 4 / 328 3 / 176
Global Allocation Fund IS Large-Blend; Low-Moderate World Allocation 4 / 464 4 / 464 4 / 328 3 / 176