Morningstar® Mutual Fund Ratings

 
 
51 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 10-31-2014

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
Kaufmann Large Cap Fund IS Large-Growth Large Growth 5 / 1509 5 / 1509 5 / 1332
High Yield Trust SS Low-Moderate High Yield Bond 5 / 575 5 / 575 5 / 505 5 / 347
High Yield Trust IS Low-Moderate High Yield Bond 5 / 575 5 / 575 5 / 505 5 / 347
High Yield Trust A Low-Moderate High Yield Bond 5 / 575 5 / 575 5 / 505 4 / 347
High Yield Trust C Low-Moderate High Yield Bond 5 / 575 5 / 575 5 / 505 4 / 347
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 5 / 97 4 / 97 4 / 74 5 / 63
Institutional High Yield Bond Fund IS Low-Moderate High Yield Bond 5 / 575 4 / 575 4 / 505 5 / 347
Emerging Markets Equity Fund IS Large-Blend Diversified Emerging Markets 5 / 497 5 / 497
International Leaders Fund IS Large-Blend Foreign Large Blend 5 / 681 5 / 681 5 / 612 4 / 338
International Leaders Fund R6 Large-Blend Foreign Large Blend 5 / 681 5 / 681 5 / 612 4 / 338
Capital Income Fund F Large-Value; Low-Moderate Conservative Allocation 5 / 578 5 / 578 4 / 480 5 / 266
Capital Income Fund IS Large-Value; Low-Moderate Conservative Allocation 5 / 578 5 / 578 5 / 480 5 / 266
Capital Income Fund R Large-Value; Low-Moderate Conservative Allocation 5 / 578 5 / 578 4 / 480 5 / 266
Muni and Stock Advantage Fund IS Large-Value; Medium-Extensive Conservative Allocation 5 / 578 5 / 578 4 / 480 4 / 266
MDT Stock Trust IS Large-Value Large Value 5 / 1101 5 / 1101 4 / 970 4 / 650

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 / 1509 4 / 1509 4 / 1332
Kaufmann Large Cap Fund C Large-Growth Large Growth 4 / 1509 5 / 1509 4 / 1332
Kaufmann Large Cap Fund R Large-Growth Large Growth 4 / 1509 5 / 1509 4 / 1332
Kaufmann Large Cap Fund R6 Large-Growth Large Growth 4 / 1509 5 / 1509 4 / 1332
Short-Intermediate Total Return Bond Fund IS Low-Limited Short-Term Bond 4 / 431 3 / 431 4 / 367
Short-Intermediate Total Return Bond Fund SS Low-Limited Short-Term Bond 4 / 431 4 / 431 4 / 367
Short-Intermediate Total Return Bond Fund R Low-Limited Short-Term Bond 4 / 431 3 / 431 4 / 367
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 649 4 / 649 4 / 574
MDT Small Cap Core Fund IS Small-Blend Small Blend 4 / 614 4 / 614 4 / 563
Bond Fund F Low-Moderate Corporate Bond 4 / 142 3 / 142 3 / 116 4 / 83
Bond Fund IS Low-Moderate Corporate Bond 4 / 142 3 / 142 4 / 116 4 / 83
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 324 3 / 324 4 / 297 4 / 184
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 324 3 / 324 4 / 297 4 / 184
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1341 4 / 1341 4 / 1198 4 / 804
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1341 4 / 1341 4 / 1198 3 / 804
Short-Term Income Fund Y Medium-Limited Short-Term Bond 4 / 431 3 / 431 3 / 367 4 / 260
International Strategic Value Dividend Fund IS Large-Value Foreign Large Value 4 / 313 3 / 313 4 / 283
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 924 3 / 924 3 / 801 4 / 579
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 681 4 / 681 4 / 612 4 / 338
International Leaders Fund B Large-Blend Foreign Large Blend 4 / 681 4 / 681 4 / 612 4 / 338
International Leaders Fund C Large-Blend Foreign Large Blend 4 / 681 5 / 681 4 / 612 4 / 338
International Leaders Fund R Large-Blend Foreign Large Blend 4 / 681 5 / 681 4 / 612 4 / 338
Capital Income Fund A Large-Value; Low-Moderate Conservative Allocation 4 / 578 3 / 578 4 / 480 5 / 266
Capital Income Fund C Large-Value; Low-Moderate Conservative Allocation 4 / 578 4 / 578 4 / 480 4 / 266
Capital Income Fund B Large-Value; Low-Moderate Conservative Allocation 4 / 578 4 / 578 4 / 480 4 / 266
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 164 4 / 164 4 / 137 3 / 103
Muni and Stock Advantage Fund C Large-Value; Medium-Extensive Conservative Allocation 4 / 578 4 / 578 4 / 480 3 / 266
Muni and Stock Advantage Fund F Large-Value; Medium-Extensive Conservative Allocation 4 / 578 5 / 578 4 / 480 4 / 266
MDT All Cap Core Fund R Large-Value Large Value 4 / 1101 5 / 1101 3 / 970 2 / 650
Municipal High Yield Advantage Fund IS Low-Extensive High Yield Municipal 4 / 152 4 / 152 4 / 132 3 / 89
U.S. Government Securities Fund: 2-5 Years IS High-Limited Short Government 4 / 123 2 / 123 4 / 114 4 / 103
MDT Mid Cap Growth Strategies Fund IS Medium-Blend Mid-Cap Growth 4 / 644 4 / 644 3 / 587 3 / 426
Intermediate Municipal Trust Y Medium-Moderate Municipal National Intermediate 4 / 249 4 / 249 4 / 209 3 / 144
MDT Stock Trust SS Large-Value Large Value 4 / 1101 5 / 1101 4 / 970 4 / 650
MDT Stock Trust A Large-Value Large Value 4 / 1101 4 / 1101 3 / 970 4 / 650
Global Allocation Fund IS Large-Blend; Low-Limited World Allocation 4 / 370 4 / 370 4 / 246 3 / 124


 
 
 
 
 
 
 
 
 
 
 

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.

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