Federated Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return5.350.336.4211.33-0.23
    Category Average4.68-1.367.6911.16-0.42
    Assets for Each Yr*61.1660.6565.3269.9664.59
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.23 5.21 4.94

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $64,590 mil $1,500 32.96 67.04
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 41.93 1.32 Above Avg
    International Stock 2.2 3.60 1.33 Average
    Municipal Bond 2.7 7.06 0.90 Average
    Taxable Bond 3.8 41.50 0.84 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Chevron Corp* Energy -5.18 0.58
    Veeva Systems Inc Class A* Technology 63.75 0.52
    Procter & Gamble Co* Consumer Defensive 4.82 0.40
    Southern Co* Utilities 2.00 0.37
    ServiceNow Inc* Technology 29.36 0.34
    Ventas Inc* RealEstate 5.02 0.33
    Amazon.com Inc* Consumer Cyclical 39.48 0.28
    Splunk Inc* Technology 17.66 0.28
    JPMorgan Chase & Co* Financial Services 4.80 0.27
    United Parcel Service Inc Class * Industrials -5.89 0.26
    Microsoft Corp* Technology 26.49 0.25
    Sherwin-Williams Co* Basic Materials 2.27 0.24
    PepsiCo Inc* Consumer Defensive -0.10 0.24
    Corcept Therapeutics Inc* Healthcare -30.68 0.23
    Workday Inc Class A* Technology 32.75 0.22
    Roper Technologies Inc* Industrials 12.87 0.22
    Worldpay Inc Class A* Industrials 16.21 0.21
    Broadcom Inc* Technology -10.44 0.21
    BlackRock Inc* Financial Services -18.98 0.20
    General Mills Inc* Consumer Defensive -19.99 0.20

    Worst 5-Year Relative Performance | More
    11-13-18

    Lowest Expenses | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Federated High Yield Mark E. Durbiano 20.90
    Federated High Incom Mark E. Durbiano 16.70
    Federated Government Susan R. Hill 14.70
    Federated Capital In Todd A. Abraham 13.60
    Federated Bond F B. Anthony DelSerone 13.50

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Federated Strategic Donald T. Ellenberge 1.70
    Federated Global Str Deborah D. Bickersta 1.80
    Federated Short-Inte John T. Gentry 2.50
    Federated Equity Adv Mark E. Durbiano 2.70
    Federated Emerging M Ihab L. Salib 3.10