International Leaders Fund

ticker F G R S XMutual FundsForeign Large Cap

Overview

 
AT A GLANCE
Portfolio
Assets
March 31 2019
$1.3 B
YTD Return NAV
April 21 2019
16.53%
Intl/Global
Gross
Expenses [†]
1.02%
Net
Expenses [†]
0.93%
STRATEGY

Seeks long-term capital growth by investing primarily in a portfolio of equity securities issued by foreign (non U.S.) companies that the fund's investment advisor has deemed as the best opportunities across its investable universe.

KEY FACTS
Key Facts - Part 1
Symbol ticker F G R S X
Benchmark MSCI EAFE Index
Key Facts - Part 2
Fund Number(s)
110
CUSIP 3 1 4 2 8 U 5 8 1
Performance Incp. Date September 30 1998
MORNINGSTAR CATEGORY & STYLE
Category
Foreign Large Blend
Style
Large Blend
INVESTMENT GOALS Retirement
Growth
Income
Global Diversification
MANAGERS
Marc Halperin
Vice President
Senior Portfolio Manager

joined Federated
37 years of experience
Richard Winkowski Jr.
Senior Vice President
Senior Portfolio Manager
Head of International Equity Team

joined Federated
26 years of experience
Dariusz Czoch, CFA
Vice President
Portfolio Manager
Senior Investment Analyst

joined Federated
18 years of experience

Performance

 

Characteristics

 

Commentary

 

Documents

 

Distributions and Taxes

 
DISCLOSURES

† The funds expense ratio is from the most recent prospectus. The expense ratio may reflect voluntary fee waivers and/or expense reimbursements determined by the funds Advisor and its affiliates. The voluntary waivers and/or reimbursements, if applicable, are in effect up to but not including the later of 02/01/2020 or the date of the funds next effective prospectus.

Total returns for periods of less than one year are cumulative.

Total return may have been lower in the absence of temporary expense waivers or reimbursements.

The fund's R6 Shares commenced operations on August 8, 2013. For the period prior to the commencement of operations of the R6 Shares, the R6 Shares performance information shown is for the A Shares. The performance of the A Shares has not been adjusted to reflect the expenses of the fund's R6 Shares, since the R6 Shares have a lower expense ratio than the expense ratio of the A Shares. The performance of the A Shares has been adjusted to reflect the absence of sales charges and to remove any voluntary waiver of fund expenses related to the A Shares that may have occurred during the period prior to the commencement of operations of the R6 Shares.

International investing involves special risks including currency risk, increased volatility, political risks, and differences in auditing and other financial standards.

After-tax returns are calculated using a standard set of assumptions. Actual after-tax returns depend on each investor’s personal tax situation, and are likely to differ from those shown. The stated returns assume the highest historical federal income and capital gains tax rates, but do not reflect the effect of any applicable state and local taxes. Return After Taxes on Distributions assumes a continued investment in the fund and shows the effect of taxes on fund distributions. Return After Taxes on Distribution and Sale of Fund Shares assumes all shares were redeemed at the end of each measurement period, and shows the effect of any taxable gain (or offsetting loss) on redemption, as well as the effects of taxes on fund distributions. After-tax returns are not relevant to investors holding shares through tax-deferred programs, such as IRA, 401(k) plans. The after-tax average annual total returns are based on the 37% tax bracket and include the 3.8% tax on net investment income.

Mutual funds are subject to risks and fluctuate in value.

The holdings percentages are based on net assets at the close of business on the date above, and may not necessarily reflect adjustments that are routinely made when presenting net assets for formal financial statement purposes. Because this is a managed portfolio, the investment mix will change.

Current and future portfolio holdings are subject to risk.

Product classifications noted at the top are Federated's internal classifications.

Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. To obtain a summary prospectus or prospectus containing this and other information, contact us or view the prospectus provided on this website. Please carefully read the summary prospectus or prospectus before investing.

Federated Securities Corp., Distributor

Not FDIC Insured
May Lose Value
No Bank Guarantee

3367095391