Federated Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return5.330.346.4411.45-0.36
    Category Average4.69-1.377.7011.15-0.50
    Assets for Each Yr*61.2660.7464.5969.1866.83
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.36 4.87 5.70

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $66,826 mil $1,500 35.43 64.57
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 41.98 1.32 Above Avg
    International Stock 2.8 4.52 1.33 Average
    Municipal Bond 2.7 7.28 0.91 Average
    Taxable Bond 3.7 40.06 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-23-18

      Sector YTD Return % % Net Assets  
    AT&T Inc* Communication Services -14.27 0.99
    Verizon Communications Inc* Communication Services -5.97 0.96
    Altria Group Inc* Consumer Defensive -20.77 0.83
    Coca-Cola Co* Consumer Defensive -6.73 0.82
    Philip Morris International Inc* Consumer Defensive -21.66 0.82
    Crown Castle International Corp* RealEstate -7.03 0.80
    Duke Energy Corp* Utilities -8.87 0.76
    Exxon Mobil Corp* Energy 0.12 0.73
    Chevron Corp* Energy 4.59 0.69
    Dominion Energy Inc* Utilities -20.13 0.57
    Occidental Petroleum Corp* Energy 16.89 0.56
    PPL Corp* Utilities -10.02 0.42
    Procter & Gamble Co* Consumer Defensive -17.73 0.39
    Southern Co* Utilities -6.07 0.39
    Veeva Systems Inc Class A* Technology 38.86 0.38
    Merck & Co Inc* Healthcare 6.01 0.34
    ServiceNow Inc* Technology 33.42 0.32
    Public Service Enterprise Group * Utilities 0.58 0.31
    JPMorgan Chase & Co* Financial Services 6.24 0.30
    Kimberly-Clark Corp* Consumer Defensive -12.52 0.29

    Best 5-Year Relative Performance | More
    05-23-18

    Worst 5-Year Relative Performance | More
    05-23-18

    Lowest Expenses | More
    05-23-18

    Highest Expenses | More
    05-23-18

    Longest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Federated High Yield Mark E. Durbiano 20.40
    Federated High Incom Mark E. Durbiano 16.20
    Federated Government Susan R. Hill 14.20
    Federated Bond F B. Anthony DelSerone 13.10
    Federated Capital In Todd A. Abraham 13.10

    Shortest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Federated Strategic Donald T. Ellenberge 1.20
    Federated Global Str Deborah D. Bickersta 1.30
    Federated Equity Adv Mark E. Durbiano 2.20
    Federated Emerging M Ihab L. Salib 2.70
    Federated Real Retur J. Andrew Kirschler 2.70