Growth and Income

Managed AccountsLarge Cap

Overview

STRATEGY

A composite of portfolios seeking total return. Portfolios include the stocks of large-, mid-, and small-capitalization companies across a blend of value and growth styles and are structured to provide exposure to all economic sectors of the broader market. Securities are screened and selected based on a fundamental assessment of the company's businesses, including a search for industry-leading companies with strong franchises, valuations and balance sheets, and improving cashflows and dividends.

KEY FACTS
Key Facts - Part 1
Benchmark Standard and Poor's 500 Index
Key Facts - Part 2
Strategy Inception Date
INVESTMENT GOALS Retirement
Growth
Income
MANAGERS
John Nichol, CFA
Senior Vice President
Senior Portfolio Manager
Head of Growth & Income Team

joined Federated
26 years of experience
Linda Bakhshian, CPA, CA
Vice President
Portfolio Manager

joined Federated
20 years of experience

Commentary

Documents