Morningstar® Mutual Fund Ratings

 
 
34 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 06-30-2015

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
High Yield Trust SS Low-Moderate High Yield Bond 5 / 611 5 / 611 5 / 516 5 / 362
Institutional High Yield Bond Fund IS Low-Limited High Yield Bond 5 / 611 4 / 611 4 / 516 5 / 362
International Leaders Fund IS Large-Blend Foreign Large Blend 5 / 668 5 / 668 5 / 584
MDT Stock Trust SS Large-Value Large Value 5 / 1185 5 / 1185 5 / 1045 4 / 734
MDT Stock Trust IS Large-Value Large Value 5 / 1185 5 / 1185 5 / 1045

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 / 1533 5 / 1533 3 / 1317
Kaufmann Large Cap Fund C Large-Growth Large Growth 4 / 1533 5 / 1533 4 / 1317
Kaufmann Large Cap Fund R Large-Growth Large Growth 4 / 1533 5 / 1533 4 / 1317
Kaufmann Large Cap Fund IS Large-Growth Large Growth 4 / 1533 5 / 1533 4 / 1317
MDT Small Cap Growth Fund C Small-Growth Small Growth 4 / 667 3 / 667 4 / 588
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 667 4 / 667 4 / 588
MDT Small Cap Core Fund C Small-Blend Small Blend 4 / 636 4 / 636 4 / 575
MDT Small Cap Core Fund IS Small-Blend Small Blend 4 / 636 5 / 636 4 / 575
Bond Fund F Low-Moderate Corporate Bond 4 / 154 3 / 154 3 / 134 4 / 91
Bond Fund IS Low-Moderate Corporate Bond 4 / 154 4 / 154 4 / 134
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 4 / 114 4 / 114 4 / 75 4 / 60
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 347 3 / 347 3 / 289 4 / 184
Strategic Income Fund F Low-Moderate Multisector Bond 4 / 223 3 / 223 3 / 163 4 / 97
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1380 3 / 1380 4 / 1225 4 / 854
Emerging Markets Equity Fund IS Large-Blend Diversified Emerging Markets 4 / 549 4 / 549
Absolute Return Fund IS Large-Growth Market Neutral 4 / 100 5 / 100 3 / 59
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 668 4 / 668 4 / 584 4 / 331
International Leaders Fund B Large-Blend Foreign Large Blend 4 / 668 4 / 668 4 / 584 4 / 331
International Leaders Fund C Large-Blend Foreign Large Blend 4 / 668 5 / 668 4 / 584 4 / 331
Capital Income Fund C Large-Value; Low-Moderate Conservative Allocation 4 / 676 3 / 676 3 / 549 4 / 307
Capital Income Fund F Large-Value; Low-Moderate Conservative Allocation 4 / 676 3 / 676 4 / 549 5 / 307
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 184 4 / 184 4 / 160 3 / 110
Muni and Stock Advantage Fund F Large-Value; Medium-Extensive Conservative Allocation 4 / 676 3 / 676 4 / 549
MDT All Cap Core Fund C Large-Value Large Value 4 / 1185 5 / 1185 4 / 1045
MDT All Cap Core Fund IS Large-Value Large Value 4 / 1185 5 / 1185 5 / 1045 2 / 734
MDT All Cap Core Fund R Large-Value Large Value 4 / 1185 5 / 1185 4 / 1045
Municipal High Yield Advantage Fund F Low-Extensive High Yield Municipal 4 / 159 4 / 159 4 / 149 3 / 95
Global Allocation Fund R Large-Blend; Low-Moderate World Allocation 4 / 465 4 / 465 4 / 344 3 / 177
Global Allocation Fund IS Large-Blend; Low-Moderate World Allocation 4 / 465 4 / 465 4 / 344