Literature and Forms

Marketing Materials
Showing 1 through 62 out of 62 total documents
Literature and Forms
Document Name Name / As of Description As Of Actions
Federated Recession Dashboard
April 1 2020
Unprecedented nature of economic shutdown accelerates recession
April 1 2020
Federated Re-election Dashboard
April 1 2020
A series of economic indicators that have historically been predictive of re-election results
April 1 2020
COVID-19 Relief Packages Require Action
April 1 2020
What Plan Sponsors Need to Know About Changes to Their Retirement Plans and Paid Leave Programs
April 1 2020
Kaufmann Team
March 31 2020
One-page reference sheet of the Federated Kaufmann team which highlights the team's experience and management positions.
March 31 2020
The Potential Income Advantage of Starting with a High Dividend Yield
March 2 2020
The Potential Income Advantage of Starting with a High Dividend Yield
March 2 2020
Expect short-term bumps on the way to reaching long-term financial goals
March 1 2020
The unprecedented depth and speed of the equity market’s decline has unnerved even the most seasoned investors. But reacting to short-term volatility spikes can hinder long-term objectives.
March 1 2020
In Need of Dividends? - International Strategic Value Dividend Fund
February 29 2020
Highlight of yields, dividend histories and dividend status of dividend-paying companies in Federated International Strategic Value Dividend Fund's portfolio.
February 29 2020
In Need of Dividends? - Strategic Value Dividend Fund
February 29 2020
Highlight of yields, dividend histories and dividend status of dividend-paying companies in Federated Strategic Value Dividend Fund's portfolio.
February 29 2020
Strategic Value Dividend - An unwavering focus on income and lower downside risk
February 29 2020
Regardless of rate movements or market uncertainty, investors can depend on the Strategic Value Dividend Strategy's steadfast pursuit of a high level of income and lower downside risk.
February 29 2020
Strategic Value Dividend Fund - An unwavering focus on income and lower downside risk
February 29 2020
Regardless of rate movements or market uncertainty, investors can depend on the Strategic Value Dividend Fund's steadfast pursuit of a high level of income and lower downside risk.
February 29 2020
Certificates of Deposit: The Real Outcome
February 24 2020
Certificates of Deposit: The Real Outcome
February 24 2020
SEC Regulation Best Interest
February 1 2020
New SEC Regulation Best Interest is Keeping the Compliance Department Busy—But What Does it Actually Mean for Registered Representatives?
February 1 2020
Capital Preservation Fund - Direct Filing Entity (DFE) Notification
January 17 2020
Direct Filing Entity Notification
January 17 2020
Product Profile: Kaufmann Fund
December 31 2019
Quarterly, in-depth review of Federated Kaufmann Fund performance, characteristics and investment process.
December 31 2019
Product Profile: Kaufmann Large Cap Fund
December 31 2019
Quarterly, in-depth review of Federated Kaufmann Large Cap Fund performance, characteristics and investment process.
December 31 2019
Product Profile: Kaufmann Small Cap Fund
December 31 2019
Quarterly, in-depth review of Federated Kaufmann Small Cap Fund performance, characteristics and investment process.
December 31 2019
Capital Preservation Fund - Operational Guidelines
December 31 2019
Operational Guidelines
December 31 2019
The Power of Dividends
December 31 2019
An illustration of the Federated Strategic Value Dividend Fund's longstanding ability to deliver on the power of dividend investing.
December 31 2019
Product Profile: MDT Large Cap Value Fund
December 31 2019
Quarterly in-depth review of Federated MDT Large Cap Value Fund performance, characteristics and investment process.
December 31 2019
Federated Ultrashort Bond Funds: Any time can be the right time
December 31 2019
Ultrashort bond funds can provide an attractive complement to cash and money market investments by offering a potential yield advantage in exchange for some share price fluctuation.
December 31 2019
Kaufmann Fund Portfolio Holdings
December 31 2019
Kaufmann Fund Portfolio Holdings
December 31 2019
Kaufmann Large Cap Fund Portfolio Holdings
December 31 2019
Kaufmann Large Cap Fund Portfolio Holdings
December 31 2019
Kaufmann Small Cap Fund Portfolio Holdings
December 31 2019
Kaufmann Small Cap Fund Portfolio Holdings
December 31 2019
Money Market Investment Profile
December 31 2019
Quarterly snapshot with key statistics on Federated's money market funds: number of funds, assets by fund type, industry standings and leadership record.
December 31 2019
Product Profile: International Strategic Value Dividend Fund
December 31 2019
Quarterly, in-depth review of Federated International Strategic Value Dividend Fund's performance, characteristics and investment process.
December 31 2019
Strategic Value Dividend SMA - History of Lower Downside Risk
December 31 2019
In addition to seeking a substantially higher dividend yield than the broad market, Strategic Value Dividend SMA has historically offered lower downside risk.
December 31 2019
Product Profile: Muni and Stock Advantage Fund
December 31 2019
Quarterly, in-depth review of Federated Muni and Stock Advantage's performance, characteristics and investment process.
December 31 2019
Product Profile: Bond Fund
December 31 2019
Federated Bond Fund product profile
December 31 2019
Product Profile: Capital Income Fund
December 31 2019
Quarterly, in-depth review of Federated Capital Income Fund's performance, characteristics and investment process.
December 31 2019
Product Profile: Federated Short-Intermediate Duration Municipal Trust
December 31 2019
Quarterly, in-depth review of Federated Short-Intermediate Duration Municipal Trust performance, characteristics and investment process.
December 31 2019
Strategic Value Dividend Fund - History of Lower Downside Risk
December 31 2019
In addition to seeking a substantially higher dividend yield than the broad market, Federated Strategic Value Dividend Fund has historically offered lower downside risk.
December 31 2019
Product Profile: MDT All Cap Core Fund
December 31 2019
Quarterly in-depth review of Federated MDT All Cap Core Fund performance, characteristics and investment process.
December 31 2019
Product Profile: MDT Mid Cap Growth Fund
December 31 2019
Quarterly in-depth review of Federated MDT Mid Cap Growth Fund performance, characteristics and investment process.
December 31 2019
Product Profile: MDT Small Cap Core Fund
December 31 2019
Quarterly in-depth review of Federated MDT Small Cap Core Fund performance, characteristics and investment process.
December 31 2019
Product Profile: MDT Small Cap Growth Fund
December 31 2019
Quarterly, in-depth review of MDT Small Cap Growth Fund performance, characteristics and investment process.
December 31 2019
MDT Small Cap Growth Fund Record of Outperformance
December 31 2019
MDT Small Cap Growth Fund Record of Outperformance
December 31 2019
Product Profile: Strategic Value Dividend Fund
December 31 2019
Quarterly, in-depth review of Federated Strategic Value Dividend Fund performance, characteristics and investment process.
December 31 2019
Product Profile: Ultrashort Bond Fund
December 31 2019
Quarterly, in-depth review of Federated Ultrashort Bond Fund performance, characteristics and investment process.
December 31 2019
Product Profile: Floating Rate Strategic Income Fund
December 31 2019
Quarterly in-depth review of Federated Floating Rate Strategic Income Fund performance, characteristics and investment process.
December 31 2019
Product Profile: Short-Intermediate Total Return Bond Fund
December 31 2019
Quarterly, in-depth review of Federated Short-Intermediate Total Return Bond Fund performance, characteristics and investment process.
December 31 2019
Product Profile: Strategic Income Fund
December 31 2019
Quarterly, in-depth review of Federated Strategic Income Fund performance, characteristics and investment process.
December 31 2019
Muni and Stock Advantage Fund - Uniquely Diversified
December 31 2019
In a low-yield environment, investors seek opportunities to pursue income and protect more of it from taxes. Federated Muni and Stock Advantage Fund combines non-AMT municipal bonds with qualified dividend-paying stocks to pursue monthly tax-advantaged income.
December 31 2019
Asset Class Returns
December 31 2019
At-a-glance chart illustrating annual equity and fixed-income asset class returns since 2010.
December 31 2019
Federated Muni and Stock Advantage Fund - History of Lower Downside Risk
December 31 2019
In addition to seeking to provide tax-advantaged income and capital appreciation, Federated Muni and Stock Advantage Fund has historically offered lower downside risk.
December 31 2019
Federated Total Return Bond Fund - History of Lower Downside Risk
December 31 2019
History suggests that, during periods of equity market volatility, a diversified bond portfolio that invests across a broad range of fixed-income sectors can help lessen downside risks.
December 31 2019
Morningstar Notable Performers
December 31 2019
Quarterly update listing Federated's 5-star and 4-star Morningstar funds.
December 31 2019
Product Profile: Institutional High Yield Bond Fund
December 31 2019
Quarterly in-depth review of Federated Institutional High Yield Bond Fund performance, characteristics and investment process.
December 31 2019
Product Profile: Total Return Bond Fund
December 31 2019
Quarterly in-depth review of Federated Total Return Bond Fund performance, characteristics and investment process.
December 31 2019
Long May It Run
December 2 2019
Long May It Run
December 2 2019
Patience is a Virtue
November 1 2019
In light of several recent economic events, this piece addresses the question of “where do we go from here?”.
November 1 2019
Global Allocation Fund - Seeking Upside Participation with Limited Downside Risk
September 30 2019
Federated Global Allocation Fund draws upon a diverse set of return drivers to tactically position the portfolio to pursue upside capture during market uptrends and limited downside risk during downtrends, providing the opportunity to generate a more livable balance between risk and return within a client’s overall portfolio.
September 30 2019
Fund Declaration - Federated High Yield Bond CIF
September 19 2019
Federated High Yield Bond Collective Investment Fund- Fund Declaration
September 19 2019
Why Dividend Investing
September 1 2019
Dividend income has the potential to provide a distinct advantage when fixed-income yields are low, the outlook for inflation is uncertain and the broader market is volatile.
September 1 2019
Uncertainties may represent opportunities during secular bulls
June 30 2019
Uncertainties may represent opportunities during secular bulls
June 30 2019
The Federated Approach to Managing Fixed-Income Investments
June 19 2019
The Federated Approach to Managing Fixed-Income Investments
June 19 2019
Rules to Invest By
June 1 2019
A guide to sound investing principles
June 1 2019
Separately Managed Accounts Overview
May 1 2019
An overview of Federated's SMA offerings
May 1 2019
Federated Total Return Bond Fund: Guidelines
April 30 2019
Federated Total Return Bond Fund Guidelines
April 30 2019
Kaufmann Funds-Three ways to pursue growth
April 1 2019
Brochure featuring Federated Kaufmann's intensive, bottom-u[ focus on growth.
April 1 2019
Money Market Fund Disclosure Rules Mitigate Concerns on Gates and Fees
March 31 2019
Overview of the new money market fund disclosure rules.
March 31 2019
Tender Offer Funds
March 1 2019
An overview of frequently asked questions about tender offer fund vehicles.
March 1 2019
OnPoint: The case for small-cap growth remains solid
March 1 2019
Why should the long-term investor consider small-cap growth stocks? Diversification and performance.
March 1 2019
Showing 1 through 62 out of 62 total documents