Morningstar® Mutual Fund Ratings

 
 
56 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 01-31-2015

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
Kaufmann Large Cap Fund IS Large-Growth Large Growth 5 / 1538 5 / 1538 5 / 1324
Kaufmann Large Cap Fund R6 Large-Growth Large Growth 5 / 1538 5 / 1538 5 / 1324
High Yield Trust SS Low-Moderate High Yield Bond 5 / 589 5 / 589 5 / 504 5 / 353
High Yield Trust IS Low-Moderate High Yield Bond 5 / 589 5 / 589 5 / 504 5 / 353
High Yield Trust A Low-Moderate High Yield Bond 5 / 589 5 / 589 5 / 504 4 / 353
High Yield Trust C Low-Moderate High Yield Bond 5 / 589 5 / 589 5 / 504 4 / 353
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 5 / 105 4 / 105 4 / 79 5 / 64
Institutional High Yield Bond Fund IS Low-Moderate High Yield Bond 5 / 589 4 / 589 5 / 504 5 / 353
Emerging Markets Equity Fund IS Large-Blend Diversified Emerging Markets 5 / 523 5 / 523
International Leaders Fund IS Large-Blend Foreign Large Blend 5 / 643 5 / 643 5 / 576 5 / 306
International Leaders Fund R Large-Blend Foreign Large Blend 5 / 643 5 / 643 5 / 576 4 / 306
International Leaders Fund R6 Large-Blend Foreign Large Blend 5 / 643 5 / 643 5 / 576 5 / 306
Capital Income Fund F Large-Value; Low-Moderate Conservative Allocation 5 / 575 4 / 575 4 / 469 5 / 253
Capital Income Fund IS Large-Value; Low-Moderate Conservative Allocation 5 / 575 4 / 575 4 / 469 5 / 253

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 / 1538 4 / 1538 4 / 1324
Kaufmann Large Cap Fund C Large-Growth Large Growth 4 / 1538 5 / 1538 4 / 1324
Kaufmann Large Cap Fund R Large-Growth Large Growth 4 / 1538 5 / 1538 4 / 1324
MDT Balanced Fund IS Large-Value; Medium-Moderate Moderate Allocation 4 / 744 4 / 744 4 / 657 3 / 439
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 4 / 435 3 / 435 4 / 378
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 4 / 435 3 / 435 4 / 378
Short-Intermediate Total Return Bond Fund R Medium-Limited Short-Term Bond 4 / 435 3 / 435 4 / 378
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 652 3 / 652 4 / 569
MDT Small Cap Core Fund IS Small-Blend Small Blend 4 / 624 4 / 624 4 / 567
Bond Fund F Low-Moderate Corporate Bond 4 / 149 3 / 149 3 / 125 4 / 86
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 314 3 / 314 4 / 269 4 / 168
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1334 4 / 1334 4 / 1194 4 / 811
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1334 4 / 1334 4 / 1194 3 / 811
Short-Term Income Fund Y Medium-Limited Short-Term Bond 4 / 435 3 / 435 3 / 378 4 / 271
International Strategic Value Dividend Fund IS Large-Value Foreign Large Value 4 / 302 3 / 302 4 / 261
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 913 3 / 913 3 / 808 4 / 588
Equity Income Fund, Inc. IS Large-Value Large Value 4 / 1107 2 / 1107 4 / 975 4 / 667
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 643 4 / 643 4 / 576 4 / 306
International Leaders Fund B Large-Blend Foreign Large Blend 4 / 643 4 / 643 4 / 576 4 / 306
International Leaders Fund C Large-Blend Foreign Large Blend 4 / 643 5 / 643 4 / 576 4 / 306
Capital Income Fund A Large-Value; Low-Moderate Conservative Allocation 4 / 575 3 / 575 3 / 469 4 / 253
Capital Income Fund C Large-Value; Low-Moderate Conservative Allocation 4 / 575 3 / 575 3 / 469 4 / 253
Capital Income Fund B Large-Value; Low-Moderate Conservative Allocation 4 / 575 3 / 575 3 / 469 4 / 253
Capital Income Fund R Large-Value; Low-Moderate Conservative Allocation 4 / 575 4 / 575 4 / 469 4 / 253
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 173 4 / 173 4 / 148 3 / 103
Muni and Stock Advantage Fund C Large-Value; Medium-Extensive Conservative Allocation 4 / 575 4 / 575 4 / 469 3 / 253
Muni and Stock Advantage Fund F Large-Value; Medium-Extensive Conservative Allocation 4 / 575 4 / 575 4 / 469 4 / 253
Muni and Stock Advantage Fund IS Large-Value; Medium-Extensive Conservative Allocation 4 / 575 4 / 575 4 / 469 4 / 253
Total Return Government Bond Fund IS High-Moderate Intermediate Government 4 / 304 3 / 304 3 / 270 4 / 221
MDT All Cap Core Fund IS Large-Value Large Value 4 / 1107 5 / 1107 4 / 975 3 / 667
MDT All Cap Core Fund R Large-Value Large Value 4 / 1107 5 / 1107 3 / 975 2 / 667
Municipal High Yield Advantage Fund F Low-Extensive High Yield Municipal 4 / 155 4 / 155 4 / 143 3 / 95
Municipal High Yield Advantage Fund IS Low-Extensive High Yield Municipal 4 / 155 4 / 155 4 / 143 4 / 95
U.S. Government Securities Fund: 2-5 Years IS High-Limited Short Government 4 / 113 3 / 113 4 / 105 4 / 92
U.S. Government Securities Fund: 2-5 Years SS High-Limited Short Government 4 / 113 2 / 113 4 / 105 4 / 92
Strategic Value Dividend Fund IS Large-Value Large Value 4 / 1107 3 / 1107 4 / 975
MDT Stock Trust SS Large-Value Large Value 4 / 1107 5 / 1107 4 / 975 4 / 667
MDT Stock Trust IS Large-Value Large Value 4 / 1107 5 / 1107 4 / 975 4 / 667
MDT Stock Trust A Large-Value Large Value 4 / 1107 4 / 1107 3 / 975 4 / 667
Global Allocation Fund C Large-Blend; Low-Limited World Allocation 4 / 444 4 / 444 4 / 315 3 / 164
Global Allocation Fund R Large-Blend; Low-Limited World Allocation 4 / 444 4 / 444 4 / 315 3 / 164
Global Allocation Fund IS Large-Blend; Low-Limited World Allocation 4 / 444 4 / 444 4 / 315 3 / 164


 
 
 
 
 
 
 
 
 
 
 

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 © 2015 Federated Investors, Inc.

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