Morningstar® Mutual Fund Ratings

 
 
59 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 10-31-2018

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 Small Cap Fund A Small-Growth Small Growth 5 / 591 5 / 591 5 / 516 4 / 392
Kaufmann Small Cap Fund R Small-Growth Small Growth 5 / 591 5 / 591 5 / 516 4 / 392
Kaufmann Small Cap Fund IS Small-Growth Small Growth 5 / 591 5 / 591 5 / 516 4 / 392
Kaufmann Small Cap Fund R6 Small-Growth Small Growth 5 / 591 5 / 591 5 / 516 4 / 392
MDT All Cap Core Fund A Large-Growth Large Value 5 / 1089 5 / 1089 5 / 932 4 / 678
MDT All Cap Core Fund IS Large-Growth Large Value 5 / 1089 5 / 1089 5 / 932 4 / 678
MDT Mid Cap Growth Fund IS Medium-Growth Mid-Cap Blend 5 / 382 5 / 382 5 / 341 3 / 241
Institutional High Yield Bond Fund IS Low-Limited High Yield Bond 5 / 603 4 / 603 4 / 505 5 / 332
Institutional High Yield Bond Fund R6 Low-Limited High Yield Bond 5 / 603 4 / 603 5 / 505 5 / 332

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 Small Cap Fund B Small-Growth Small Growth 4 / 591 5 / 591 5 / 516 3 / 392
Kaufmann Small Cap Fund C Small-Growth Small Growth 4 / 591 5 / 591 5 / 516 3 / 392
MDT Balanced Fund A Large-Blend; Low-Moderate Allocation--50% to 70% Equity 4 / 702 4 / 702 4 / 620 3 / 450
MDT Balanced Fund IS Large-Blend; Low-Moderate Allocation--50% to 70% Equity 4 / 702 4 / 702 4 / 620 3 / 450
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 4 / 472 3 / 472 4 / 399 4 / 260
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 4 / 472 3 / 472 3 / 399 4 / 260
Floating Rate Strategic Income Fund IS Low-Limited Bank Loan 4 / 211 3 / 211 4 / 192
Floating Rate Strategic Income Fund R6 Low-Limited Bank Loan 4 / 211 3 / 211 4 / 192
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 179 4 / 179 4 / 159 3 / 101
High Yield Trust SS Low-Limited High Yield Bond 4 / 603 3 / 603 4 / 505 5 / 332
High Yield Trust IS Low-Limited High Yield Bond 4 / 603 3 / 603 4 / 505 5 / 332
High Yield Trust R6 Low-Limited High Yield Bond 4 / 603 3 / 603 4 / 505 5 / 332
MDT Small Cap Growth Fund A Small-Growth Small Growth 4 / 591 4 / 591 4 / 516 3 / 392
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 591 4 / 591 5 / 516 3 / 392
MDT Small Cap Growth Fund R6 Small-Growth Small Growth 4 / 591 4 / 591 5 / 516 3 / 392
Muni and Stock Advantage Fund A Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 460 4 / 460 4 / 368 3 / 261
Muni and Stock Advantage Fund F Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 460 4 / 460 4 / 368 3 / 261
Muni and Stock Advantage Fund IS Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 460 4 / 460 4 / 368 3 / 261
MDT Small Cap Core Fund A Small-Growth Small Blend 4 / 653 5 / 653 5 / 542 2 / 395
MDT Small Cap Core Fund C Small-Growth Small Blend 4 / 653 5 / 653 5 / 542 2 / 395
MDT Small Cap Core Fund IS Small-Growth Small Blend 4 / 653 5 / 653 5 / 542 3 / 395
MDT Small Cap Core Fund R6 Small-Growth Small Blend 4 / 653 5 / 653 5 / 542 3 / 395
MDT All Cap Core Fund C Large-Growth Large Value 4 / 1089 4 / 1089 4 / 932 3 / 678
MDT All Cap Core Fund R6 Large-Growth Large Value 4 / 1089 5 / 1089 5 / 932 3 / 678
Bond Fund F Low-Moderate Corporate Bond 4 / 182 4 / 182 3 / 152 4 / 82
Bond Fund A Low-Moderate Corporate Bond 4 / 182 4 / 182 3 / 152 4 / 82
Bond Fund IS Low-Moderate Corporate Bond 4 / 182 4 / 182 4 / 152 4 / 82
Bond Fund R6 Low-Moderate Corporate Bond 4 / 182 4 / 182 3 / 152 4 / 82
Ultrashort Bond Fund SS Medium-Limited Ultrashort Bond 4 / 144 3 / 144 3 / 116 4 / 59
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 4 / 144 4 / 144 4 / 116 4 / 59
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 382 3 / 382 3 / 341 4 / 241
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 382 4 / 382 4 / 341 4 / 241
Mid-Cap Index Fund R6 Medium-Blend Mid-Cap Blend 4 / 382 4 / 382 4 / 341 4 / 241
MDT Large Cap Growth Fund A Large-Growth Large Blend 4 / 1218 5 / 1218 4 / 1084 3 / 817
MDT Large Cap Growth Fund IS Large-Growth Large Blend 4 / 1218 5 / 1218 4 / 1084 4 / 817
Strategic Income Fund IS Low-Moderate Multisector Bond 4 / 283 4 / 283 3 / 215 4 / 133
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1218 4 / 1218 4 / 1084 4 / 817
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1218 4 / 1218 4 / 1084 3 / 817
MDT Mid Cap Growth Fund A Medium-Growth Mid-Cap Blend 4 / 382 5 / 382 5 / 341 3 / 241
MDT Mid Cap Growth Fund R6 Medium-Growth Mid-Cap Blend 4 / 382 5 / 382 5 / 341 3 / 241
MDT Large Cap Value Fund IS Large-Value Large Value 4 / 1089 3 / 1089 4 / 932 4 / 678
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 887 4 / 887 4 / 785 3 / 568
Total Return Bond Fund SS Medium-Moderate Intermediate-Term Bond 4 / 887 4 / 887 4 / 785 3 / 568
Total Return Bond Fund R6 Medium-Moderate Intermediate-Term Bond 4 / 887 4 / 887 4 / 785 3 / 568
High Income Bond Fund, Inc. A Low-Limited High Yield Bond 4 / 603 3 / 603 3 / 505 4 / 332
High Income Bond Fund, Inc. IS Low-Limited High Yield Bond 4 / 603 3 / 603 4 / 505 4 / 332
High Income Bond Fund, Inc. R6 Low-Limited High Yield Bond 4 / 603 3 / 603 4 / 505 4 / 332
Kaufmann Fund A Medium-Growth Mid-Cap Growth 4 / 537 4 / 537 4 / 487 3 / 341
Kaufmann Fund R Medium-Growth Mid-Cap Growth 4 / 537 4 / 537 4 / 487 3 / 341
Kaufmann Fund IS Medium-Growth Mid-Cap Growth 4 / 537 4 / 537 5 / 487 3 / 341