MM-dd-yyyy  
 
 
               

Federated Managed Volatility Fund II

As of 05-31-2015

Highlights

  • Pursues current income and long-term growth of income.
  • Seeks to manage portfolio volatility by using equity index futures, targeting an annualized fund volatility of approximately 10%.
  • Provides a highly diversified approach to income.
  • Invests in high yielding stocks of undervalued mid- to large-cap companies that are likely to maintain and increase their dividends.
  • Invests in diversified bond sectors that include U.S. government, investment-grade corporate and mortgage-backed, high-yield corporate, and international developed and emerging market.
  • Balances income opportunities and risk across markets and sectors through active management.

Key Investment Team


Facts

Fund Number(s)   333
CUSIP   313916108
Benchmark   40% Russell 1000 Value Index/20% Barclays High Yield 2% Issuer Capped Index/20% Barclays Emerging Markets USD Aggregate Index/20% Barclays Mortgage-Backed Securities Index
Performance Inception Date   02-10-1994
Fiscal Year-End   12-31

Morningstar Ratings™

disclosures »
    Funds in Category
Overall 679
3 Year 679
5 Year 549
10 Year 300
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.

Morningstar Category & Style

disclosures »
Category Conservative Allocation
Style

Related Information