Morningstar® Mutual Fund Ratings

 
 
50 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 05-31-2015

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 IS Large-Growth Large Growth 5 / 1543 5 / 1543 5 / 1326
Kaufmann Large Cap Fund R6 Large-Growth Large Growth 5 / 1543 5 / 1543 5 / 1326
High Yield Trust SS Low-Moderate High Yield Bond 5 / 603 5 / 603 5 / 516 5 / 360
High Yield Trust IS Low-Moderate High Yield Bond 5 / 603 5 / 603 5 / 516 5 / 360
High Yield Trust A Low-Moderate High Yield Bond 5 / 603 5 / 603 5 / 516 4 / 360
High Yield Trust C Low-Moderate High Yield Bond 5 / 603 5 / 603 5 / 516 4 / 360
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 5 / 114 4 / 114 4 / 75 5 / 60
Institutional High Yield Bond Fund IS Low-Limited High Yield Bond 5 / 603 4 / 603 5 / 516 5 / 360
Emerging Markets Equity Fund IS Large-Blend Diversified Emerging Markets 5 / 550 5 / 550
International Leaders Fund C Large-Blend Foreign Large Blend 5 / 652 5 / 652 5 / 573 4 / 325
International Leaders Fund IS Large-Blend Foreign Large Blend 5 / 652 5 / 652 5 / 573 5 / 325
International Leaders Fund R Large-Blend Foreign Large Blend 5 / 652 5 / 652 5 / 573 4 / 325
International Leaders Fund R6 Large-Blend Foreign Large Blend 5 / 652 5 / 652 5 / 573 5 / 325
Capital Income Fund F Large-Value; Low-Moderate Conservative Allocation 5 / 679 4 / 679 4 / 549 5 / 300
MDT Stock Trust SS Large-Value Large Value 5 / 1178 5 / 1178 5 / 1031 4 / 725
MDT Stock Trust IS Large-Value Large Value 5 / 1178 5 / 1178 5 / 1031 4 / 725

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 / 1543 5 / 1543 4 / 1326
Kaufmann Large Cap Fund C Large-Growth Large Growth 4 / 1543 5 / 1543 4 / 1326
Kaufmann Large Cap Fund R Large-Growth Large Growth 4 / 1543 5 / 1543 4 / 1326
MDT Balanced Fund IS Large-Value; Low-Moderate Moderate Allocation 4 / 816 5 / 816 4 / 706 3 / 473
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 4 / 472 4 / 472 4 / 393
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 4 / 472 4 / 472 4 / 393
Short-Intermediate Total Return Bond Fund R Medium-Limited Short-Term Bond 4 / 472 3 / 472 4 / 393
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 672 4 / 672 4 / 587
MDT Small Cap Core Fund IS Small-Blend Small Blend 4 / 640 5 / 640 4 / 578
Bond Fund F Low-Moderate Corporate Bond 4 / 152 3 / 152 3 / 133 4 / 91
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 336 3 / 336 3 / 279 4 / 178
Strategic Income Fund IS Low-Moderate Multisector Bond 4 / 209 3 / 209 4 / 163 4 / 97
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1369 4 / 1369 4 / 1223 4 / 845
Short-Term Income Fund Y Medium-Limited Short-Term Bond 4 / 472 3 / 472 3 / 393 4 / 279
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 930 4 / 930 3 / 809 4 / 593
Total Return Bond Fund R6 Medium-Moderate Intermediate-Term Bond 4 / 930 4 / 930 3 / 809 4 / 593
Absolute Return Fund IS Large-Growth Market Neutral 4 / 103 4 / 103 3 / 64 2 / 27
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 652 4 / 652 4 / 573 4 / 325
International Leaders Fund B Large-Blend Foreign Large Blend 4 / 652 5 / 652 4 / 573 4 / 325
Capital Income Fund A Large-Value; Low-Moderate Conservative Allocation 4 / 679 3 / 679 3 / 549 4 / 300
Capital Income Fund C Large-Value; Low-Moderate Conservative Allocation 4 / 679 3 / 679 4 / 549 4 / 300
Capital Income Fund B Large-Value; Low-Moderate Conservative Allocation 4 / 679 3 / 679 3 / 549 4 / 300
Capital Income Fund IS Large-Value; Low-Moderate Conservative Allocation 4 / 679 4 / 679 4 / 549 5 / 300
Capital Income Fund R Large-Value; Low-Moderate Conservative Allocation 4 / 679 4 / 679 4 / 549 4 / 300
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 185 4 / 185 4 / 161 3 / 111
Muni and Stock Advantage Fund F Large-Value; Medium-Extensive Conservative Allocation 4 / 679 3 / 679 4 / 549 3 / 300
MDT All Cap Core Fund R Large-Value Large Value 4 / 1178 4 / 1178 4 / 1031 2 / 725
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 / 117 3 / 117 4 / 110 5 / 94
MDT Mid Cap Growth Strategies Fund IS Medium-Blend Mid-Cap Growth 4 / 662 5 / 662 3 / 591 2 / 449
Strategic Value Dividend Fund IS Large-Value Large Value 4 / 1178 2 / 1178 4 / 1031 4 / 725
MDT Stock Trust A Large-Value Large Value 4 / 1178 4 / 1178 4 / 1031 4 / 725
Global Allocation Fund IS Large-Blend; Low-Moderate World Allocation 4 / 468 4 / 468 4 / 344 3 / 177