Morningstar® Mutual Fund Ratings

 
 
43 Federated mutual funds have earned either a 4 or 5 star Overall Morningstar Rating™ , as of 01-31-2017

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
Short-Intermediate Total Return Bond Fund IS Medium-Limited Short-Term Bond 5 / 453 4 / 453 4 / 361 5 / 261
High Yield Trust SS Low-Moderate High Yield Bond 5 / 603 5 / 603 5 / 478 5 / 320
High Yield Trust IS Low-Moderate High Yield Bond 5 / 603 5 / 603 5 / 478 5 / 320
High Yield Trust A Low-Moderate High Yield Bond 5 / 603 5 / 603 5 / 478 5 / 320
Institutional High Yield Bond Fund IS High Yield Bond 5 / 603 5 / 603 4 / 478 5 / 320

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 / 1313 3 / 1313 4 / 1162
Kaufmann Large Cap Fund C Large-Growth Large Growth 4 / 1313 3 / 1313 4 / 1162
Kaufmann Large Cap Fund R Large-Growth Large Growth 4 / 1313 3 / 1313 4 / 1162
Kaufmann Large Cap Fund IS Large-Growth Large Growth 4 / 1313 3 / 1313 5 / 1162
Short-Intermediate Total Return Bond Fund SS Medium-Limited Short-Term Bond 4 / 453 4 / 453 3 / 361 5 / 261
High Yield Trust C Low-Moderate High Yield Bond 4 / 603 4 / 603 5 / 478 4 / 320
MDT Small Cap Growth Fund A Small-Growth Small Growth 4 / 599 4 / 599 4 / 531 3 / 387
MDT Small Cap Growth Fund C Small-Growth Small Growth 4 / 599 4 / 599 4 / 531 3 / 387
MDT Small Cap Growth Fund IS Small-Growth Small Growth 4 / 599 5 / 599 4 / 531 3 / 387
MDT Small Cap Growth Fund B Small-Growth Small Growth 4 / 599 4 / 599 4 / 531 3 / 387
MDT Small Cap Core Fund A Small-Blend Small Blend 4 / 625 5 / 625 5 / 536 2 / 366
MDT Small Cap Core Fund IS Small-Blend Small Blend 4 / 625 5 / 625 5 / 536 2 / 366
Bond Fund F Low-Extensive Corporate Bond 4 / 179 3 / 179 4 / 140 4 / 80
Bond Fund A Low-Extensive Corporate Bond 4 / 179 3 / 179 4 / 140 4 / 80
Bond Fund IS Low-Extensive Corporate Bond 4 / 179 3 / 179 4 / 140 4 / 80
Ultrashort Bond Fund IS Medium-Limited Ultrashort Bond 4 / 131 4 / 131 4 / 91 4 / 52
Mid-Cap Index Fund SS Medium-Blend Mid-Cap Blend 4 / 379 4 / 379 4 / 337 4 / 219
Mid-Cap Index Fund IS Medium-Blend Mid-Cap Blend 4 / 379 4 / 379 4 / 337 4 / 219
Max-Cap Index Fund IS Large-Blend Large Blend 4 / 1256 4 / 1256 4 / 1108 4 / 822
Max-Cap Index Fund SS Large-Blend Large Blend 4 / 1256 4 / 1256 4 / 1108 3 / 822
Total Return Bond Fund IS Medium-Moderate Intermediate-Term Bond 4 / 856 4 / 856 4 / 750 4 / 541
International Leaders Fund A Large-Blend Foreign Large Blend 4 / 600 2 / 600 4 / 533 4 / 329
Clover Small Value Fund A Small-Value Small Value 4 / 352 3 / 352 3 / 313 4 / 199
Clover Small Value Fund R6 Small-Value Small Value 4 / 352 3 / 352 3 / 313 4 / 199
Short-Intermediate Duration Municipal Trust IS Medium-Limited Municipal National Short 4 / 175 4 / 175 4 / 150 3 / 94
Muni and Stock Advantage Fund A Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 417 4 / 417 4 / 361 3 / 241
Muni and Stock Advantage Fund F Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 417 4 / 417 4 / 361 3 / 241
Muni and Stock Advantage Fund IS Large-Value; Medium-Moderate Allocation--30% to 50% Equity 4 / 417 5 / 417 4 / 361 4 / 241
Municipal High Yield Advantage Fund F Low-Extensive High Yield Municipal 4 / 142 3 / 142 3 / 118 4 / 83
Municipal High Yield Advantage Fund A Low-Extensive High Yield Municipal 4 / 142 3 / 142 3 / 118 4 / 83
Municipal High Yield Advantage Fund IS Low-Extensive High Yield Municipal 4 / 142 4 / 142 4 / 118 4 / 83
U.S. Government Securities Fund: 2-5 Years IS High-Moderate Short Government 4 / 102 3 / 102 2 / 94 5 / 74
MDT Large Cap Value Fund SS Large-Value Large Value 4 / 1095 3 / 1095 4 / 937 4 / 681
MDT Large Cap Value Fund IS Large-Value Large Value 4 / 1095 3 / 1095 5 / 937 4 / 681
MDT Large Cap Value Fund A Large-Value Large Value 4 / 1095 3 / 1095 4 / 937 4 / 681
MDT Large Cap Value Fund R6 Large-Value Large Value 4 / 1095 3 / 1095 4 / 937 4 / 681
High Income Bond Fund, Inc. A High Yield Bond 4 / 603 4 / 603 3 / 478 4 / 320
Global Allocation Fund IS Large-Blend; Low-Moderate World Allocation 4 / 396 3 / 396 4 / 323 3 / 152