Morningstar® Mutual Fund Ratings

 
 
42 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 12-31-2015

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
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 5 / 493 4 / 493 4 / 406 5 / 278
High Yield Trust SS Low-Moderate High Yield Bond 5 / 636 5 / 636 5 / 523 5 / 363
High Yield Trust IS Low-Moderate High Yield Bond 5 / 636 5 / 636 5 / 523 5 / 363
High Yield Trust C Low-Moderate High Yield Bond 5 / 636 5 / 636 5 / 523 4 / 363
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 5 / 124 4 / 124 4 / 80 5 / 60
Institutional High Yield Bond Fund IS Low-Moderate High Yield Bond 5 / 636 4 / 636 5 / 523 5 / 363
Muni and Stock Advantage Fund F Large-Value; Medium-Extensive Conservative Allocation 5 / 744 4 / 744 5 / 575 4 / 356
Muni and Stock Advantage Fund IS Large-Value; Medium-Extensive Conservative Allocation 5 / 744 4 / 744 5 / 575 4 / 356
Strategic Value Dividend Fund IS Large-Value Large Value 5 / 1190 3 / 1190 5 / 1042 5 / 754
MDT Stock Trust SS Large-Value Large Value 5 / 1190 5 / 1190 5 / 1042 4 / 754
MDT Stock Trust IS Large-Value Large Value 5 / 1190 5 / 1190 5 / 1042 4 / 754

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 IS Large-Growth Large Growth 4 / 1542 4 / 1542 4 / 1326
Kaufmann Large Cap Fund R6 Large-Growth Large Growth 4 / 1542 4 / 1542 4 / 1326
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 4 / 493 3 / 493 4 / 406 5 / 278
Short-Intermediate Total Return Bond Fund A Medium-Limited Short-Term Bond 4 / 493 3 / 493 4 / 406 5 / 278
Floating Rate Strategic Income Fund IS Low-Limited Bank Loan 4 / 209 4 / 209 3 / 135
High Yield Trust A Low-Moderate High Yield Bond 4 / 636 4 / 636 5 / 523 4 / 363
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 660 4 / 660 4 / 588 3 / 423
MDT Small Cap Growth Fund B Small-Growth Small Growth 4 / 660 3 / 660 4 / 588 2 / 423
Bond Fund F Low-Moderate Corporate Bond 4 / 159 3 / 159 3 / 144 4 / 93
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 389 3 / 389 3 / 323 4 / 211
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1407 4 / 1407 4 / 1238 4 / 889
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1407 4 / 1407 4 / 1238 3 / 889
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 947 3 / 947 3 / 829 4 / 595
Emerging Markets Equity Fund IS Large-Blend Diversified Emerging Markets 4 / 578 4 / 578 5 / 386
International Leaders Fund C Large-Value Foreign Large Blend 4 / 694 4 / 694 3 / 604 4 / 347
International Leaders Fund IS Large-Value Foreign Large Blend 4 / 694 4 / 694 4 / 604 4 / 347
International Leaders Fund R Large-Value Foreign Large Blend 4 / 694 4 / 694 3 / 604 4 / 347
International Leaders Fund R6 Large-Value Foreign Large Blend 4 / 694 4 / 694 4 / 604 4 / 347
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 184 4 / 184 4 / 169 3 / 118
Muni and Stock Advantage Fund A Large-Value; Medium-Extensive Conservative Allocation 4 / 744 3 / 744 5 / 575 3 / 356
Muni and Stock Advantage Fund B Large-Value; Medium-Extensive Conservative Allocation 4 / 744 3 / 744 5 / 575 3 / 356
Muni and Stock Advantage Fund C Large-Value; Medium-Extensive Conservative Allocation 4 / 744 3 / 744 5 / 575 3 / 356
MDT All Cap Core Fund R Large-Value Large Value 4 / 1190 4 / 1190 4 / 1042 2 / 754
Municipal High Yield Advantage Fund F Low-Extensive High Yield Municipal 4 / 158 4 / 158 4 / 149 4 / 97
Municipal High Yield Advantage Fund IS Low-Extensive High Yield Municipal 4 / 158 4 / 158 4 / 149 4 / 97
U.S. Government Securities Fund: 2-5 Years IS High-Limited Short Government 4 / 115 2 / 115 3 / 107 5 / 93
Strategic Value Dividend Fund A Large-Value Large Value 4 / 1190 2 / 1190 4 / 1042 4 / 754
Strategic Value Dividend Fund C Large-Value Large Value 4 / 1190 3 / 1190 4 / 1042 4 / 754
MDT Stock Trust A Large-Value Large Value 4 / 1190 3 / 1190 4 / 1042 4 / 754
Global Allocation Fund R Large-Blend; Low-Moderate World Allocation 4 / 479 4 / 479 4 / 348 3 / 190
Global Allocation Fund IS Large-Blend; Low-Moderate World Allocation 4 / 479 4 / 479 4 / 348 3 / 190