Max-Cap Index Fund

Max-Cap Index Fund RMutual FundsLarge Cap

Overview

AT A GLANCE
Portfolio
Assets
$311.8 Million
YTD Return NAV
11.63%
Equity
Stock certificate
Gross
Expenses  †
1.18%
Net
Expenses  †
1.11%
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 R
Benchmark Standard and Poor's 500 Index
Key Facts - Part 2
Fund Number(s)
895
CUSIP 31420E809
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
Assistant Vice President
Portfolio Manager

joined Federated
10 years of experience

Performance

Characteristics

Commentary

Documents

Distributions and Taxes