Federated Fund Family Report
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  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return11.335.380.226.479.47
    Category Average11.354.78-1.397.768.96
    Assets for Each Yr*55.6662.3161.5665.3368.92
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 9.47 5.33 6.67

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $68,922 mil $1,500 35.46 64.54
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 42.38 1.37 Above Avg
    International Stock 2.8 4.40 1.48 Average
    Municipal Bond 2.4 7.70 0.96 Average
    Taxable Bond 3.8 39.26 0.91 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-16-17

      Sector YTD Return % % Net Assets  
    AbbVie Inc* Healthcare 54.95 1.04
    AT&T Inc* Communication Services -14.23 1.01
    Philip Morris International Inc* Consumer Defensive 15.65 0.98
    Altria Group Inc* Consumer Defensive 0.21 0.91
    Verizon Communications Inc* Communication Services -11.78 0.89
    Crown Castle International Corp* Communication Services 31.35 0.85
    Coca-Cola Co* Consumer Defensive 14.95 0.83
    Duke Energy Corp* Utilities 19.43 0.79
    Exxon Mobil Corp* Energy -7.36 0.67
    Merck & Co Inc* Healthcare -3.89 0.67
    Dominion Energy Inc* Utilities 9.97 0.64
    Chevron Corp* Energy 1.01 0.57
    PPL Corp* Utilities 9.85 0.56
    Procter & Gamble Co* Consumer Defensive 9.41 0.47
    McDonald's Corp* Consumer Cyclical 40.41 0.44
    Occidental Petroleum Corp* Energy -2.48 0.43
    Ventas Inc* RealEstate 6.90 0.37
    Kimberly-Clark Corp* Consumer Defensive 3.23 0.33
    Veeva Systems Inc Class A* Technology 50.22 0.33
    Southern Co* Utilities 9.09 0.31

    Worst 5-Year Relative Performance | More
    11-16-17

    Lowest Expenses | More
    11-16-17

    Highest Expenses | More
    11-16-17

    Longest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Federated NY Municip J. Scott Albrecht 22.70
    Federated High Yield Mark E. Durbiano 19.90
    Federated Ultrashort Randall S. Bauer 19.00
    Federated Municipal Jeff A. Kozemchak 17.10
    Federated Bond F B. Anthony DelSerone 15.70

    Shortest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Federated Global Str Deborah D. Bickersta 0.80
    Federated Equity Adv Mark E. Durbiano 1.70
    Federated US Govt 2- J. Andrew Kirschler 2.40
    Federated Intermedia Bryan J. Dingle 2.50
    Federated US Govt 1- J. Andrew Kirschler 2.50