Literature and Forms

Marketing Materials
Showing 1 through 59 out of 59 total documents
Literature and Forms
Document Name Name / As of date Description As Of Date Actions
Annual Default Rate
Tender Offer Funds
An overview of frequently asked questions about tender offer fund vehicles.
In Need of Dividends? - International Strategic Value Dividend Fund
Highlight of yields, dividend histories and dividend status of dividend-paying companies in Federated International Strategic Value Dividend Fund's portfolio.
In Need of Dividends? - Strategic Value Dividend Fund
Highlight of yields, dividend histories and dividend status of dividend-paying companies in Federated Strategic Value Dividend Fund's portfolio.
Corporate Infographic
The Potential Income Advantage of Starting with a High Dividend Yield
The Potential Income Advantage of Starting with a High Dividend Yield
Strategic Value Dividend Fund - An Opportunity for Income During Market Uncertainty
An opportunity for income during market uncertainty
DFE Non-Filing Letter
DFE Non-Filing Letter 2017
Capital Preservation Fund - Direct Filing Entity (DFE) Notification
Direct Filing Entity Notification
Strategic Value Dividend Fund - Opportunity for Lower Risk and Income in Down Markets
There are many reasons to own dividend-paying companies. But it’s when markets turn volatile that investors take notice. Federated Strategic Value Dividend Fund has historically provided the advantages dividend-paying stocks have to offer.
Capital Preservation Fund - Operational Guidelines
Operational Guidelines
Investment Strategies for a Rising-Rate Environment
Investment Strategies for a Rising Rate Environment
Product Profile: MDT Mid Cap Growth Fund
Federated MDT Mid Cap Growth Fund
Reasons to Own: Strategic Value Dividend Fund
Two-page case for Federated Strategic Value Dividend Fund; includes the benefit of a dividend-oriented strategy, experienced management team, and risk/reward balance.
Strategic Value Dividend SMA - History of Lower Downside Risk
In addition to seeking a substantially higher dividend yield than the broad market, Strategic Value Dividend SMA has historically offered lower downside risk.
Volatility may not kill the Bull in 2019
Volatility may not kill the Bull in 2019
Kaufmann Large Cap Fund - Targeting Exceptional Growth
Federated Kaufmann Large Cap Fund’s intensely researched, bottom-up investment approach seeks to identify exceptional companies with excellent long-term prospects—an approach that has generated consistently competitive performance over time.
Product Profile: Bond Fund
Federated Bond Fund product profile
Reasons to Own: MDT All Cap Core Fund
Two-page case for Federated MDT All Cap Core Fund; includes the benefit of a wide range of equity styles, an unemotional investment process, and casting a wider net.
Product Profile: MDT Small Cap Growth Fund
Quarterly, in-depth review of MDT Small Cap Growth Fund performance, characteristics and investment process.
Product Profile: MDT Small Cap Core Fund
Quarterly in-depth review of Federated MDT Small Cap Core Fund performance, characteristics and investment process.
Product Profile: Kaufmann Large Cap Fund
Quarterly, in-depth review of Federated Kaufmann Large Cap Fund performance, characteristics and investment process.
Product Profile: Kaufmann Small Cap Fund
Quarterly, in-depth review of Federated Kaufmann Small Cap Fund performance, characteristics and investment process.
Reasons to Own: Kaufmann Large Cap Fund
Two-page case for Federated Strategic Value Dividend Fund; includes the benefit of a dividend-oriented strategy, experienced management team, and risk/reward balance.
Asset Class Returns
At-a-glance chart illustrating annual equity and fixed-income asset class returns since 2009.
Expand Your Yield Potential: Federated Low-Duration Funds
To expand your portfolio's yield potential, consider investing in low-duration bond funds.
Federated Muni and Stock Advantage Fund - History of Lower Downside Risk
Federated Muni and Stock Advantage Fund - History of Lower Downside Risk
Federated Strategic Value Dividend Fund - History of Lower Downside Risk
In addition to seeking a substantially higher dividend yield than the broad market, Federated Strategic Value Dividend Fund has historically offered lower downside risk.
Federated Total Return Bond Fund - History of Lower Downside Risk
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.
Floating Rate Strategic Income Fund - A Unique Multi-Sector Fund
In this four-page brochure, find out how Federated Floating Rate Strategic Income Fund seeks to contend against rising interest-rate environments by investing across a range of securities whose yields adjust to market conditions.
Kaufmann Small Cap Fund - Focused on Identifying Great Companies Early
The small-cap growth universe is large, diverse and constantly changing. Federated Kaufmann Small Cap Fund’s knowledgeable, experienced stock pickers seek out only those companies capable of exceptional, long-term growth.
Looking to Capture Opportunities and Manage Risk through Various Interest Rate Environments
One-page overview of Federated Total Return Bond Fund's multi-sector approach to capture opportunities and manage risk.
Money Market Investment Profile
Quarterly snapshot with key statistics on Federated's money market funds: number of funds, assets by fund type, industry standings and leadership record.
Morningstar Notable Performers
Monthly update listing Federated's 5-star and 4-star Morningstar funds.
Muni and Stock Advantage Fund - Pursuing Tax-Advantaged Monthly Income with Less Risk
Four-page brochure focusing on the unique portfolio allocation of Federated Muni and Stock Advantage Fund that offers income and capital appreciation from non-AMT municipal bonds and dividend-paying stocks that qualify for favorable tax treatment.
Product Profile: Capital Income Fund
Quarterly, in-depth review of Federated Capital Income Fund's performance, characteristics and investment process.
Product Profile: Floating Rate Strategic Income Fund
Quarterly in-depth review of Federated Floating Rate Strategic Income Fund performance, characteristics and investment process.
Product Profile: Institutional High Yield Bond Fund
Quarterly in-depth review of Federated Institutional High Yield Bond Fund performance, characteristics and investment process.
Product Profile: International Strategic Value Dividend Fund
Quarterly, in-depth review of Federated International Strategic Value Dividend Fund's performance, characteristics and investment process.
Product Profile: MDT Large Cap Value Fund
Quarterly in-depth review of Federated MDT Large Cap Value Fund performance, characteristics and investment process.
Product Profile: Muni and Stock Advantage Fund
Quarterly, in-depth review of Federated Muni and Stock Advantage's performance, characteristics and investment process.
Product Profile: Strategic Value Dividend Fund
Quarterly, in-depth review of Federated Strategic Value Dividend Fund performance, characteristics and investment process.
Product Profile: Total Return Bond Fund
Quarterly in-depth review of Federated Total Return Bond Fund performance, characteristics and investment process.
Reasons To Own: Floating Rate Strategic Income Fund
Two-page case for Federated Floating Rate Strategic Income Fund; includes the benefit of a floating-rate advantage, the flexibility to invest where the opportunities are, and the extensive multi-sector management experience.
Reasons to Own: Capital Income Fund
Two-page case for Federated Strategic Value Dividend Fund; includes the benefit of a dividend-oriented strategy, experienced management team, and risk/reward balance.
Reasons to Own: International Strategic Value Dividend Fund
Two-page case for Federated Strategic Value Dividend Fund; includes the benefit of a dividend-oriented strategy, experienced management team, and risk/reward balance.
Reasons to Own: Muni and Stock Advantage Fund
Two-page case for Federated Strategic Value Dividend Fund; includes the benefit of a dividend-oriented strategy, experienced management team, and risk/reward balance.
A Softer, Friendlier 2019?
A Softer, Friendlier 2019?
How the digital revolution and millennials will keep driving the secular bull
Federated believes we are in the midst of a third major industrial revolution - the digital revolution.
Federated Global Allocation Fund Newsletter
This newsletter provides market commentary, fund performance, portfolio allocation and additional fund statistics.
International Strategic Value Dividend Strategy - The Case for Dividend Investing Is Strong
5 Reasons Why Now Is the Time to Consider Investing
The long-standing case for a high and growing dividend equity strategy
White paper analysis of how an allocation to high-yielding stocks can potentailly boost performance and actually lower risk in certain portfolios.
An Investor's Guide to Understanding Federated's Money Management
Overview of Federated's approach to managing money market funds, including process, philosophy and intensive credit analysis.
Concerned about rising rates?
Consider high-yield bond funds in a rising-rate environment.
Kaufmann Team
One-page reference sheet of the Federated Kaufmann team which highlights the team's experience and management positions.
Separately Managed Accounts Overview
Institutional-Quality Management for the Individual Investor
Money Market Fund Disclosure Rules Mitigate Concerns on Gates and Fees
Overview of the new money market fund disclosure rules.
MDT 2017 Year in Review
Insight on 2017 performance as well as look ahead.
Certificates of Deposit: The Real Outcome
There is no question that CDs are a sound investment for individuals who are interested in pursuing certain short-term goals with minimal risk.
Showing 1 through 59 out of 59 total documents