Morningstar® Mutual Fund Ratings

 
 
48 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 02-28-2017

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
Institutional High Yield Bond Fund R6 Low-Limited High Yield Bond 5 / 597 5 / 597 4 / 474 5 / 319
Institutional High Yield Bond Fund IS Low-Limited High Yield Bond 5 / 597 5 / 597 4 / 474 5 / 319
High Yield Trust A Low-Limited High Yield Bond 5 / 597 5 / 597 5 / 474 5 / 319
High Yield Trust IS Low-Limited High Yield Bond 5 / 597 5 / 597 5 / 474 5 / 319
High Yield Trust SS Low-Limited High Yield Bond 5 / 597 5 / 597 5 / 474 5 / 319
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 5 / 451 4 / 451 4 / 364 5 / 258

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 / 1315 3 / 1315 4 / 1161
Kaufmann Large Cap Fund R Large-Growth Large Growth 4 / 1315 3 / 1315 4 / 1161
Kaufmann Large Cap Fund A Large-Growth Large Growth 4 / 1315 3 / 1315 4 / 1161
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1254 4 / 1254 4 / 1110 3 / 821
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1254 4 / 1254 4 / 1110 4 / 821
U.S. Government Securities Fund: 2-5 Years IS High-Limited Short Government 4 / 105 3 / 105 2 / 95 5 / 74
Government Income Trust IS High-Moderate Intermediate Government 4 / 257 4 / 257 4 / 242 3 / 177
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 4 / 451 4 / 451 3 / 364 5 / 258
Clover Small Value Fund R6 Small-Value Small Value 4 / 357 3 / 357 3 / 313 4 / 199
Clover Small Value Fund A Small-Value Small Value 4 / 357 3 / 357 3 / 313 4 / 199
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 181 4 / 181 4 / 153 3 / 96
High Yield Trust C Low-Limited High Yield Bond 4 / 597 4 / 597 5 / 474 4 / 319
MDT Small Cap Growth Fund R6 Small-Growth Small Growth 4 / 605 5 / 605 4 / 533 3 / 388
MDT Small Cap Growth Fund B Small-Growth Small Growth 4 / 605 4 / 605 4 / 533 3 / 388
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 605 5 / 605 4 / 533 3 / 388
MDT Small Cap Growth Fund C Small-Growth Small Growth 4 / 605 4 / 605 4 / 533 3 / 388
MDT Small Cap Growth Fund A Small-Growth Small Growth 4 / 605 5 / 605 4 / 533 3 / 388
Muni and Stock Advantage Fund F Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 408 4 / 408 4 / 352 3 / 238
Muni and Stock Advantage Fund IS Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 408 5 / 408 4 / 352 4 / 238
Muni and Stock Advantage Fund A Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 408 4 / 408 4 / 352 3 / 238
Strategic Value Dividend Fund R6 Large-Value Large Value 4 / 1090 4 / 1090 3 / 940 4 / 682
Strategic Value Dividend Fund IS Large-Value Large Value 4 / 1090 4 / 1090 3 / 940 4 / 682
MDT Small Cap Core Fund R6 Small-Value Small Blend 4 / 625 5 / 625 5 / 534 2 / 368
MDT Small Cap Core Fund IS Small-Value Small Blend 4 / 625 5 / 625 5 / 534 2 / 368
MDT Small Cap Core Fund A Small-Value Small Blend 4 / 625 5 / 625 5 / 534 2 / 368
MDT Large Cap Value Fund R6 Large-Value Large Value 4 / 1090 3 / 1090 4 / 940 4 / 682
MDT Large Cap Value Fund IS Large-Value Large Value 4 / 1090 3 / 1090 4 / 940 4 / 682
MDT Large Cap Value Fund A Large-Value Large Value 4 / 1090 3 / 1090 4 / 940 4 / 682
MDT Large Cap Value Fund SS Large-Value Large Value 4 / 1090 3 / 1090 4 / 940 4 / 682
Total Return Bond Fund R6 Medium-Moderate Intermediate-Term Bond 4 / 854 4 / 854 4 / 754 4 / 540
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 854 4 / 854 4 / 754 4 / 540
High Income Bond Fund, Inc. R6 Low-Limited High Yield Bond 4 / 597 4 / 597 4 / 474 4 / 319
High Income Bond Fund, Inc. IS Low-Limited High Yield Bond 4 / 597 4 / 597 4 / 474 4 / 319
High Income Bond Fund, Inc. A Low-Limited High Yield Bond 4 / 597 4 / 597 4 / 474 4 / 319
Bond Fund R6 Low-Moderate Corporate Bond 4 / 176 3 / 176 4 / 138 4 / 80
Bond Fund IS Low-Moderate Corporate Bond 4 / 176 4 / 176 4 / 138 4 / 80
Bond Fund F Low-Moderate Corporate Bond 4 / 176 3 / 176 4 / 138 4 / 80
Bond Fund A Low-Moderate Corporate Bond 4 / 176 3 / 176 4 / 138 4 / 80
Mid-Cap Index Fund R6 Medium-Blend Mid-Cap Blend 4 / 379 4 / 379 4 / 342 4 / 220
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 379 4 / 379 4 / 342 4 / 220
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 4 / 134 4 / 134 4 / 91 4 / 52
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 379 4 / 379 4 / 342 4 / 220