Morningstar® Mutual Fund Ratings

 
 
28 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 04-30-2016

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 / 491 4 / 491 5 / 404 5 / 282
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 5 / 491 4 / 491 4 / 404 5 / 282
High Yield Trust SS Low-Moderate High Yield Bond 5 / 642 5 / 642 5 / 520 5 / 359
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 5 / 121 4 / 121 4 / 88 5 / 60
Institutional High Yield Bond Fund IS Low-Moderate High Yield Bond 5 / 642 5 / 642 5 / 520 5 / 359
Muni and Stock Advantage Fund IS Large-Value; Medium-Extensive Conservative Allocation 5 / 480 4 / 480 5 / 410
Strategic Value Dividend Fund IS Large-Value Large Value 5 / 1199 4 / 1199 5 / 1048 5 / 759

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 / 1476 4 / 1476 4 / 1296
Kaufmann Large Cap Fund IS Large-Growth Large Growth 4 / 1476 4 / 1476 4 / 1296
Floating Rate Strategic Income Fund IS Low-Limited Bank Loan 4 / 212 4 / 212 4 / 157
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 656 5 / 656 4 / 586 3 / 423
Bond Fund F Low-Moderate Corporate Bond 4 / 167 3 / 167 3 / 143 4 / 92
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 371 3 / 371 4 / 320 4 / 216
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 371 4 / 371
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1374 4 / 1374 4 / 1202 4 / 880
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1374 4 / 1374 4 / 1202 3 / 880
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 958 4 / 958 4 / 831 4 / 603
Emerging Markets Equity Fund IS Large-Blend Diversified Emerging Markets 4 / 584 4 / 584 5 / 408
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 189 4 / 189 4 / 172 3 / 116
Muni and Stock Advantage Fund C Large-Value; Medium-Extensive Conservative Allocation 4 / 480 3 / 480 5 / 410 3 / 257
Muni and Stock Advantage Fund F Large-Value; Medium-Extensive Conservative Allocation 4 / 480 3 / 480 5 / 410
Municipal High Yield Advantage Fund F Low-Extensive High Yield Municipal 4 / 167 4 / 167 3 / 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 / 1199 3 / 1199 4 / 1048 4 / 759
Strategic Value Dividend Fund C Large-Value Large Value 4 / 1199 4 / 1199 5 / 1048 4 / 759
MDT Stock Trust SS Large-Value Large Value 4 / 1199 5 / 1199 4 / 1048 4 / 759
MDT Stock Trust IS Large-Value Large Value 4 / 1199 5 / 1199 4 / 1048
Global Allocation Fund IS Large-Blend; Low-Moderate World Allocation 4 / 457 4 / 457 4 / 355