Morningstar® Mutual Fund Ratings

 
 
38 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 07-31-2015

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
High Yield Trust SS Low-Moderate High Yield Bond 5 / 613 5 / 613 5 / 517 5 / 362
Institutional High Yield Bond Fund IS Low-Moderate High Yield Bond 5 / 613 4 / 613 5 / 517 5 / 362
International Leaders Fund IS Large-Blend Foreign Large Blend 5 / 679 5 / 679 5 / 586
MDT Stock Trust SS Large-Value Large Value 5 / 1192 5 / 1192 5 / 1052 4 / 741
MDT Stock Trust IS Large-Value Large Value 5 / 1192 5 / 1192 5 / 1052
Global Allocation Fund IS Large-Blend; Low-Limited World Allocation 5 / 462 4 / 462 5 / 344

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 / 1530 5 / 1530 3 / 1327
Kaufmann Large Cap Fund C Large-Growth Large Growth 4 / 1530 5 / 1530 4 / 1327
Kaufmann Large Cap Fund R Large-Growth Large Growth 4 / 1530 5 / 1530 4 / 1327
Kaufmann Large Cap Fund IS Large-Growth Large Growth 4 / 1530 5 / 1530 4 / 1327
MDT Balanced Fund R Large-Value; Low-Moderate Moderate Allocation 4 / 816 5 / 816 4 / 711
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 4 / 468 4 / 468 4 / 400
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 4 / 468 3 / 468 4 / 400
MDT Small Cap Growth Fund C Small-Growth Small Growth 4 / 664 3 / 664 4 / 592
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 664 4 / 664 4 / 592
MDT Small Cap Core Fund IS Small-Blend Small Blend 4 / 647 5 / 647 4 / 577
Bond Fund F Low-Moderate Corporate Bond 4 / 153 3 / 153 3 / 135 4 / 90
Bond Fund IS Low-Moderate Corporate Bond 4 / 153 4 / 153 4 / 135
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 4 / 114 4 / 114 4 / 77 4 / 60
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 351 3 / 351 3 / 290 4 / 182
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1394 3 / 1394 4 / 1234 4 / 867
Emerging Markets Equity Fund IS Large-Blend Diversified Emerging Markets 4 / 537 4 / 537
Absolute Return Fund IS Large-Growth Market Neutral 4 / 99 5 / 99 3 / 59
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 679 5 / 679 4 / 586 4 / 335
International Leaders Fund B Large-Blend Foreign Large Blend 4 / 679 5 / 679 4 / 586 4 / 335
International Leaders Fund C Large-Blend Foreign Large Blend 4 / 679 5 / 679 4 / 586 4 / 335
Capital Income Fund C Large-Value; Low-Moderate Conservative Allocation 4 / 682 3 / 682 3 / 550 4 / 307
Capital Income Fund F Large-Value; Low-Moderate Conservative Allocation 4 / 682 3 / 682 4 / 550 5 / 307
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 180 4 / 180 4 / 163 3 / 110
Muni and Stock Advantage Fund F Large-Value; Medium-Extensive Conservative Allocation 4 / 682 3 / 682 4 / 550
MDT All Cap Core Fund C Large-Value Large Value 4 / 1192 5 / 1192 4 / 1052
MDT All Cap Core Fund IS Large-Value Large Value 4 / 1192 5 / 1192 5 / 1052 2 / 741
MDT All Cap Core Fund R Large-Value Large Value 4 / 1192 5 / 1192 4 / 1052
Municipal High Yield Advantage Fund F Low-Extensive High Yield Municipal 4 / 159 4 / 159 4 / 151 3 / 95
U.S. Government Securities Fund: 2-5 Years IS High-Limited Short Government 4 / 116 2 / 116 3 / 109 5 / 93
Strategic Value Dividend Fund IS Large-Value Large Value 4 / 1192 2 / 1192 4 / 1052 4 / 741
Global Allocation Fund C Large-Blend; Low-Limited World Allocation 4 / 462 4 / 462 4 / 344 3 / 182
Global Allocation Fund R Large-Blend; Low-Limited World Allocation 4 / 462 4 / 462 4 / 344 3 / 182