Max-Cap Index Fund

Max-Cap Index Fund CMutual FundsLarge Cap

Overview

AT A GLANCE
Portfolio
Assets
$325.3 Million
YTD Return NAV
11.87%
Equity
Stock certificate icon.
Gross
Expenses  †
1.50%
Net
Expenses  †
1.44%
STRATEGY

Seeks investment results that generally correspond to the aggregate price and performance of publicly traded common stocks comprising the Standard & Poor's 500 Index.

KEY FACTS
Key Facts - Part 1
Symbol Max-Cap Index Fund C
Benchmark Standard and Poor's 500 Index
Key Facts - Part 2
Fund Number(s)
867
CUSIP 31420E502
Performance Incp. Date
MORNINGSTAR CATEGORY & STYLE
Category
Large Blend
Style
Morningstar Style Box
      Large
      Medium
      Small
Value Blend Growth  
INVESTMENT GOALS Retirement
Growth
Income
MANAGERS
Ian Miller, CFA
Vice President
Senior Portfolio Manager

joined Federated
12 years of experience
Damian McIntyre, CFA, CAIA
Vice President
Portfolio Manager
Senior Quantitative Analyst

joined Federated
10 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 01/01/2020 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.

Mutual funds are subject to risks and fluctuate in value.

“Standard & Poor’s®”, “S&P®”, “S&P 500®”, “Standard & Poor’s 500”, and “500” are trademarks of The McGraw-Hill Companies, Inc. and have been licensed for use by Federated Securities Corp. The fund is not sponsored, endorsed, sold or promoted by, or affiliated with, Standard & Poor’s (“S&P”). S&P makes no representation or warranty, express or implied, to the owners of the fund or any member of the public regarding the advisability of investing in securities generally or in the fund particularly or the ability of the S&P 500 Index to track general stock market performance.

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.

Diversification does not assure a profit nor protect against loss.

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

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.

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.

Current and future portfolio holdings are subject to risk.

Federated Securities Corp., Distributor

Not FDIC Insured
May Lose Value
No Bank Guarantee

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