Strategic Income Fund

Strategic Income Fund AMutual FundsMultisector Bond

Overview

AT A GLANCE
Portfolio
Assets
$601.6 Million
YTD Return NAV
5.29%
Fixed Income
Structure slanted roof, round circl and five columns.
Gross
Expenses  †
1.10%
Net
Expenses  †
0.97%
STRATEGY

Seeks a high level of current income by investing in three categories of fixed-income securities: domestic investment-grade, domestic noninvestment-grade and foreign.

KEY FACTS
Key Facts - Part 1
Symbol Strategic Income Fund A
Benchmark 1 Bloomberg Barclays United States Aggregate Bond Index
Benchmark 2 35% Bloomberg Barclays United States Mortgage Backed Securities Index/40% Bloomberg Barclays United States Corporate High Yield 2% Issuer Capped Index/25% Bloomberg Barclays Emerging Markets United States Dollar Aggregate Index
Key Facts - Part 2
Fund Number(s)
381
CUSIP 31417P502
Performance Incp. Date
MORNINGSTAR CATEGORY & STYLE
Category
Multisector Bond
Style
Morningstar Style Box
      High
      Medium
      Low
Ltd Mod Ext  
INVESTMENT GOALS Retirement
Growth
Income
Global Diversification
MANAGERS
Donald Ellenberger
Senior Vice President
Senior Portfolio Manager
Head of Multi-Sector Strategies Group

joined Federated
32 years of experience
Nathan Kehm, CFA
Vice President
Portfolio Manager

joined Federated
30 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
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
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

Performance

Characteristics

Commentary

Documents

Distributions and Taxes