Short-Intermediate Total Return Bond Fund

Short-Intermediate Total Return Bond Fund SSMutual FundsShort-Term Bond

Overview

AT A GLANCE
Portfolio
Assets
$350.5 Million
YTD Return NAV
1.08%
Fixed Income
Structure slanted roof, round circl and five columns.
Overall
Morningstar Rating
Gross
Expenses  †
0.80%
Net
Expenses  †
0.64%
STRATEGY

Seeks total return. The fund's total return consists of two components: (1) changes in the market value of its portfolio of securities (both realized and unrealized appreciation); and (2) income received from its portfolio of securities.

KEY FACTS
Key Facts - Part 1
Symbol Short-Intermediate Total Return Bond Fund SS
Benchmark Bloomberg Barclays 1-5 Year United States Government/Credit Index
Key Facts - Part 2
Fund Number(s)
107
CUSIP 31420B508
Performance Incp. Date
MORNINGSTAR CATEGORY & STYLE
Category
Short-Term Bond
Style
Morningstar Style Box
      High
      Medium
      Low
Ltd Mod Ext  
INVESTMENT GOALS Retirement
Income
MANAGERS
John Gentry, CFA
Senior Vice President
Senior Portfolio Manager
Head of Corporate Fixed Income Group

joined Federated
28 years of experience
Chengjun (Chris) Wu, CFA
Vice President
Portfolio Manager
Senior Investment Analyst

joined Federated
12 years of experience
Todd Abraham, CFA
Senior Vice President
Senior Portfolio Manager, Head of Government/ Mortgage Backed Fixed Income Group

joined Federated
29 years of experience
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
Ihab Salib
Senior Vice President
Senior Portfolio Manager
Head of International Fixed Income Group

joined Federated
26 years of experience
Christopher McGinley
Vice President
Head of Trade Finance Team
Portfolio Manager
Senior Investment Analyst

joined Federated
14 years of experience
Steven Wagner
Senior Vice President
Senior Portfolio Manager
Senior Investment Analyst

joined Federated
22 years of experience

Performance

Characteristics

Commentary

Documents

Distributions and Taxes