Morningstar® Mutual Fund Ratings

 
 
30 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 05-31-2016

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 / 497 5 / 497 4 / 409 5 / 287
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 5 / 497 4 / 497 4 / 409 5 / 287
Floating Rate Strategic Income Fund IS Low-Limited Bank Loan 5 / 213 5 / 213 4 / 161
High Yield Trust SS Low-Moderate High Yield Bond 5 / 650 5 / 650 5 / 531 5 / 367
Institutional High Yield Bond Fund IS Low-Moderate High Yield Bond 5 / 650 5 / 650 5 / 531 5 / 367
Muni and Stock Advantage Fund F Large-Value; Medium-Extensive Conservative Allocation 5 / 477 4 / 477 5 / 405
Muni and Stock Advantage Fund IS Large-Value; Medium-Extensive Conservative Allocation 5 / 477 4 / 477 5 / 405
Strategic Value Dividend Fund IS Large-Value Large Value 5 / 1174 5 / 1174 5 / 1030 5 / 753

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
Mortgage Fund IS Medium-Moderate Intermediate Government 4 / 302 5 / 302 4 / 286 3 / 217
Kaufmann Large Cap Fund R Large-Growth Large Growth 4 / 1467 3 / 1467 4 / 1288
Kaufmann Large Cap Fund IS Large-Growth Large Growth 4 / 1467 4 / 1467 4 / 1288
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 656 4 / 656 4 / 591 3 / 422
Bond Fund F Low-Moderate Corporate Bond 4 / 167 3 / 167 3 / 143 4 / 92
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 4 / 123 4 / 123 4 / 88 4 / 60
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 374 4 / 374 4 / 319 4 / 224
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 374 4 / 374
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1411 4 / 1411 4 / 1232 4 / 913
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1411 4 / 1411 4 / 1232 3 / 913
International Strategic Value Dividend Fund C Large-Blend Foreign Large Value 4 / 299 3 / 299 4 / 251
International Strategic Value Dividend Fund IS Large-Blend Foreign Large Value 4 / 299 3 / 299 4 / 251
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 956 4 / 956 4 / 838 4 / 606
Emerging Markets Equity Fund IS Large-Blend Diversified Emerging Markets 4 / 591 4 / 591 5 / 420
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 189 4 / 189 4 / 176 3 / 116
Muni and Stock Advantage Fund C Large-Value; Medium-Extensive Conservative Allocation 4 / 477 3 / 477 5 / 405 3 / 262
U.S. Government Securities Fund: 2-5 Years IS High-Limited Short Government 4 / 107 3 / 107 3 / 100 5 / 85
Strategic Value Dividend Fund A Large-Value Large Value 4 / 1174 4 / 1174 4 / 1030 4 / 753
Strategic Value Dividend Fund C Large-Value Large Value 4 / 1174 5 / 1174 4 / 1030 4 / 753
MDT Stock Trust SS Large-Value Large Value 4 / 1174 4 / 1174 4 / 1030 4 / 753
MDT Stock Trust IS Large-Value Large Value 4 / 1174 4 / 1174 4 / 1030
Global Allocation Fund IS Large-Blend; Low-Moderate World Allocation 4 / 470 4 / 470 4 / 364