Equity Advantage Fund

Equity Advantage Fund ISMutual FundsSmall Cap

Overview

AT A GLANCE
Portfolio
Assets
$2.1 Million
YTD Return NAV
17.03%
Equity
Stock certificate
Gross
Expenses  †
6.38%
Net
Expenses  †
0.98%
STRATEGY

Seeks capital appreciation by primarily investing in leveraged company stocks across all market capitalizations.

KEY FACTS
Key Facts - Part 1
Symbol Equity Advantage Fund IS
Benchmark Russell 2000® Index
Key Facts - Part 2
Fund Number(s)
122
CUSIP 314197609
Performance Incp. Date
MORNINGSTAR CATEGORY & STYLE
Category
Small Blend
Style
Morningstar Style Box
      Large
      Medium
      Small
Value Blend Growth  
INVESTMENT GOALS Retirement
Growth
MANAGERS
Mark Durbiano, CFA
Senior Vice President
Senior Portfolio Manager
Head of Domestic High Yield Group
Head of Bond Sector Pod/ Committee

joined Federated
36 years of experience
Gene Neavin, CFA
Vice President
Senior Investment Analyst/ Portfolio Manager

joined Federated
17 years of experience

Performance

Characteristics

Commentary

Documents

Distributions and Taxes