Managed Volatility Fund II

Variable Annuity FundsAsset Allocation

Overview

AT A GLANCE
Portfolio
Assets
$699.3 Million
YTD Return NAV
6.77%
Multi-Asset
Horiziontally divided upward facing pyramid.
Overall
Morningstar Rating
Gross
Expenses  †
1.05%
Net
Expenses  †
1.05%
Documents
STRATEGY

Seeks to achieve high current income and moderate capital appreciation by investing in both equity and fixed-income securities that have high income potential.

KEY FACTS
Key Facts - Part 1
Benchmark 40% Russell® 1000 Value Index/60% Bloomberg Barclays United States Aggregate Bond Index
Key Facts - Part 2
Fund Number(s)
333
CUSIP 313916108
Performance Incp. Date
MORNINGSTAR CATEGORY & STYLE
Category
Insurance Tactical Allocation
Style
Morningstar Style Box
      Large
      Medium
      Small
Value Blend Growth  
Category
Insurance Tactical Allocation
Style
Morningstar Style Box
      High
      Medium
      Low
Ltd Mod Ext  
INVESTMENT GOALS Retirement
Growth
Income
Global Diversification
MANAGERS
James Gordon Jr., CFA
Senior Vice President
Senior Portfolio Manager
Head of Managed Risk & Analysis Teams

joined Federated
27 years of experience
Damian McIntyre, CFA, CAIA
Assistant Vice President
Portfolio Manager

joined Federated
10 years of experience
Jerome Conner, CFA
Vice President
Senior Investment Analyst/ Portfolio Manager

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

joined Federated
26 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
Ian Miller, CFA
Vice President
Senior Portfolio Manager

joined Federated
12 years of experience

Characteristics

Documents

Distributions and Taxes