Morningstar® Mutual Fund Ratings

 
 
51 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™, as of 08-31-2014

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-Limited High Yield Bond 5 / 567 5 / 567 5 / 497 5 / 345
High Yield Trust IS Low-Limited High Yield Bond 5 / 567 5 / 567 5 / 497 5 / 345
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 5 / 96 4 / 96 4 / 79 5 / 66
Institutional High Yield Bond Fund IS Low-Limited High Yield Bond 5 / 567 4 / 567 4 / 497 5 / 345
International Strategic Value Dividend Fund IS Large-Value Foreign Large Value 5 / 314 4 / 314 5 / 283
Emerging Markets Equity Fund IS Large-Blend Diversified Emerging Markets 5 / 477 5 / 477
International Leaders Fund IS Large-Blend Foreign Large Blend 5 / 678 5 / 678 5 / 611 4 / 320
International Leaders Fund R6 Large-Blend Foreign Large Blend 5 / 678 5 / 678 5 / 611 4 / 320
Capital Income Fund A Large-Value; Low-Limited Conservative Allocation 5 / 567 4 / 567 4 / 477 5 / 253
Capital Income Fund F Large-Value; Low-Limited Conservative Allocation 5 / 567 5 / 567 5 / 477 5 / 253
Capital Income Fund IS Large-Value; Low-Limited Conservative Allocation 5 / 567 5 / 567 5 / 477 5 / 253
Capital Income Fund R Large-Value; Low-Limited Conservative Allocation 5 / 567 5 / 567 5 / 477 5 / 253
Muni and Stock Advantage Fund IS Large-Value Conservative Allocation 5 / 567 5 / 567 4 / 477 4 / 253
MDT Stock Trust IS Large-Value Large Value 5 / 1086 5 / 1086 5 / 958 4 / 630

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 / 1500 4 / 1500 4 / 1329
Kaufmann Large Cap Fund IS Large-Growth Large Growth 4 / 1500 5 / 1500 4 / 1329
Kaufmann Large Cap Fund R6 Large-Growth Large Growth 4 / 1500 5 / 1500 4 / 1329
Short-Intermediate Total Return Bond Fund IS Low-Limited Short-Term Bond 4 / 421 4 / 421 4 / 361
Short-Intermediate Total Return Bond Fund SS Low-Limited Short-Term Bond 4 / 421 4 / 421 4 / 361
Short-Intermediate Total Return Bond Fund A Low-Limited Short-Term Bond 4 / 421 4 / 421 4 / 361
Short-Intermediate Total Return Bond Fund R Low-Limited Short-Term Bond 4 / 421 4 / 421 4 / 361
High Yield Trust A Low-Limited High Yield Bond 4 / 567 5 / 567 4 / 497 4 / 345
High Yield Trust C Low-Limited High Yield Bond 4 / 567 5 / 567 4 / 497 4 / 345
Bond Fund F Low-Moderate Corporate Bond 4 / 143 3 / 143 3 / 118 4 / 82
Bond Fund IS Low-Moderate Corporate Bond 4 / 143 4 / 143 4 / 118 4 / 82
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 317 3 / 317 4 / 299 4 / 182
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 317 3 / 317 4 / 299 4 / 182
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1339 4 / 1339 4 / 1203 3 / 799
Short-Term Income Fund Y Medium-Limited Short-Term Bond 4 / 421 3 / 421 3 / 361 4 / 258
International Strategic Value Dividend Fund C Large-Value Foreign Large Value 4 / 314 3 / 314 4 / 283
Total Return Bond Fund IS Low-Moderate Intermediate-Term Bond 4 / 933 4 / 933 3 / 801 4 / 575
Total Return Bond Fund SS Low-Moderate Intermediate-Term Bond 4 / 933 3 / 933 3 / 801 4 / 575
Equity Income Fund, Inc. F Large-Value Large Value 4 / 1086 3 / 1086 3 / 958 4 / 630
Equity Income Fund, Inc. IS Large-Value Large Value 4 / 1086 3 / 1086 3 / 958 4 / 630
Equity Income Fund, Inc. R Large-Value Large Value 4 / 1086 3 / 1086 3 / 958 4 / 630
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 678 4 / 678 4 / 611 4 / 320
International Leaders Fund B Large-Blend Foreign Large Blend 4 / 678 4 / 678 4 / 611 4 / 320
International Leaders Fund C Large-Blend Foreign Large Blend 4 / 678 4 / 678 4 / 611 4 / 320
International Leaders Fund R Large-Blend Foreign Large Blend 4 / 678 5 / 678 4 / 611 4 / 320
Capital Income Fund C Large-Value; Low-Limited Conservative Allocation 4 / 567 5 / 567 4 / 477 4 / 253
Capital Income Fund B Large-Value; Low-Limited Conservative Allocation 4 / 567 4 / 567 4 / 477 4 / 253
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 164 4 / 164 4 / 135 3 / 103
Muni and Stock Advantage Fund C Large-Value Conservative Allocation 4 / 567 5 / 567 4 / 477 3 / 253
Muni and Stock Advantage Fund F Large-Value Conservative Allocation 4 / 567 5 / 567 4 / 477 4 / 253
MDT All Cap Core Fund R Large-Value Large Value 4 / 1086 5 / 1086 3 / 958 2 / 630
Municipal High Yield Advantage Fund IS Low-Extensive High Yield Municipal 4 / 153 4 / 153 4 / 133 4 / 90
MDT Large Cap Growth Fund IS Large-Blend Large Growth 4 / 1500 4 / 1500 4 / 1329
U.S. Government Securities Fund: 2-5 Years IS High-Limited Short Government 4 / 124 2 / 124 4 / 115 4 / 104
MDT Stock Trust SS Large-Value Large Value 4 / 1086 5 / 1086 4 / 958 4 / 630
MDT Stock Trust A Large-Value Large Value 4 / 1086 5 / 1086 4 / 958 3 / 630
Global Allocation Fund IS Large-Blend; Low-Limited World Allocation 4 / 349 4 / 349 4 / 248 3 / 125


 
 
 
 
 
 
 
 
 
 
 

Performance quoted represents past performance, which is no guarantee of future results. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost.

Please go to the Morningstar disclosure page for important ranking information.

International investing involves special risks including currency risk, increased volatility, political risks, and differences in auditing and other financial standards.

Small-company stocks may be less liquid and subject to greater price volatility than large-capitalization stocks.

Bond prices are sensitive to changes in interest rates, and a rise in interest rates can cause a decline in their prices.

Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. To obtain a summary prospectus or prospectus containing this and other information, contact us or view the prospectus provided on this website. Please carefully read the summary prospectus or prospectus before investing.

Not FDIC Insured May Lose Value No Bank Guarantee
Federated Securities Corp., Distributor
Copyright © 2014 Federated Investors, Inc.

Connect with us: Twitter Facebook Linked In YouTube iTunes