Morningstar® Mutual Fund Ratings

 
 
48 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 01-31-2018

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
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 5 / 463 4 / 463 4 / 396 5 / 256
High Yield Trust SS Low-Limited High Yield Bond 5 / 605 4 / 605 5 / 500 5 / 325
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 5 / 141 4 / 141 4 / 110 5 / 58
MDT Mid Cap Growth Fund IS Medium-Growth Mid-Cap Blend 5 / 355 4 / 355 5 / 320 3 / 217

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 A Small-Growth Small Growth 4 / 607 5 / 607 5 / 542 3 / 407
Kaufmann Small Cap Fund B Small-Growth Small Growth 4 / 607 5 / 607 4 / 542 3 / 407
Kaufmann Small Cap Fund C Small-Growth Small Growth 4 / 607 5 / 607 4 / 542 3 / 407
Kaufmann Small Cap Fund IS Small-Growth Small Growth 4 / 607 5 / 607 5 / 542 3 / 407
Kaufmann Small Cap Fund R6 Small-Growth Small Growth 4 / 607 5 / 607 5 / 542 3 / 407
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 4 / 463 3 / 463 3 / 396 5 / 256
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 600 2 / 600 3 / 534 5 / 348
Clover Small Value Fund A Small-Value Small Value 4 / 345 3 / 345 3 / 298 4 / 205
Clover Small Value Fund R6 Small-Value Small Value 4 / 345 3 / 345 3 / 298 4 / 205
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 172 4 / 172 4 / 152 3 / 94
High Yield Trust IS Low-Limited High Yield Bond 4 / 605 4 / 605 5 / 500 5 / 325
High Yield Trust A Low-Limited High Yield Bond 4 / 605 4 / 605 5 / 500 5 / 325
MDT Small Cap Growth Fund A Small Growth 4 / 607 5 / 607 5 / 542 3 / 407
MDT Small Cap Growth Fund IS Small Growth 4 / 607 5 / 607 5 / 542 3 / 407
MDT Small Cap Growth Fund R6 Small Growth 4 / 607 5 / 607 5 / 542 3 / 407
Muni and Stock Advantage Fund A Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 413 4 / 413 4 / 354 4 / 255
Muni and Stock Advantage Fund F Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 413 4 / 413 4 / 354 4 / 255
Muni and Stock Advantage Fund IS Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 413 4 / 413 4 / 354 4 / 255
MDT Small Cap Core Fund A Small-Blend Small Blend 4 / 650 5 / 650 5 / 557 2 / 400
MDT Small Cap Core Fund C Small-Blend Small Blend 4 / 650 5 / 650 5 / 557 2 / 400
MDT Small Cap Core Fund IS Small-Blend Small Blend 4 / 650 5 / 650 5 / 557 2 / 400
MDT Small Cap Core Fund R6 Small-Blend Small Blend 4 / 650 5 / 650 5 / 557 2 / 400
Bond Fund F Low-Moderate Corporate Bond 4 / 175 4 / 175 4 / 144 4 / 84
Bond Fund A Low-Moderate Corporate Bond 4 / 175 4 / 175 4 / 144 4 / 84
Bond Fund IS Low-Moderate Corporate Bond 4 / 175 4 / 175 4 / 144 4 / 84
Bond Fund R6 Low-Moderate Corporate Bond 4 / 175 4 / 175 4 / 144 4 / 84
Ultrashort Bond Fund SS Medium-Limited Ultrashort Bond 4 / 141 3 / 141 3 / 110 4 / 58
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 355 4 / 355 3 / 320 4 / 217
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 355 4 / 355 4 / 320 4 / 217
Mid-Cap Index Fund R6 Medium-Blend Mid-Cap Blend 4 / 355 4 / 355 3 / 320 4 / 217
Strategic Income Fund IS Low-Moderate Multisector Bond 4 / 252 4 / 252 3 / 204 4 / 117
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1211 4 / 1211 4 / 1073 4 / 796
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1211 4 / 1211 4 / 1073 3 / 796
Government Income Trust IS High-Limited Intermediate Government 4 / 230 4 / 230 4 / 221 3 / 166
Institutional High Yield Bond Fund IS Low-Limited High Yield Bond 4 / 605 4 / 605 4 / 500 4 / 325
Institutional High Yield Bond Fund R6 Low-Limited High Yield Bond 4 / 605 4 / 605 4 / 500 4 / 325
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 842 4 / 842 4 / 775 4 / 554
Total Return Bond Fund SS Medium-Moderate Intermediate-Term Bond 4 / 842 4 / 842 4 / 775 3 / 554
Total Return Bond Fund R6 Medium-Moderate Intermediate-Term Bond 4 / 842 4 / 842 4 / 775 4 / 554
Kaufmann Fund A Medium-Growth Mid-Cap Growth 4 / 556 4 / 556 5 / 486 3 / 357
Kaufmann Fund R Medium-Growth Mid-Cap Growth 4 / 556 4 / 556 5 / 486 3 / 357
Kaufmann Fund IS Medium-Growth Mid-Cap Growth 4 / 556 4 / 556 5 / 486 3 / 357
Global Allocation Fund IS Large-Blend; Low-Moderate World Allocation 4 / 378 3 / 378 4 / 329 4 / 150
Global Allocation Fund R6 Large-Blend; Low-Moderate World Allocation 4 / 378 3 / 378 4 / 329 4 / 150