Federated Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return5.330.346.4411.45--
    Category Average4.69-1.377.7011.151.20
    Assets for Each Yr*61.2860.7564.6069.1969.19
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 11.46 5.98 6.83

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $69,188 mil $1,500 35.63 64.37
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 42.57 1.34 Above Avg
    International Stock 2.2 4.45 1.41 Average
    Municipal Bond 2.4 7.49 0.94 Average
    Taxable Bond 3.8 39.27 0.91 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-16-18

      Sector YTD Return % % Net Assets  
    AbbVie Inc* Healthcare 6.71 1.05
    AT&T Inc* Communication Services -4.27 1.01
    Philip Morris International Inc* Consumer Defensive -0.74 0.99
    Altria Group Inc* Consumer Defensive -3.49 0.92
    Verizon Communications Inc* Communication Services -1.28 0.90
    Crown Castle International Corp* RealEstate -5.13 0.85
    Coca-Cola Co* Consumer Defensive 1.42 0.83
    Duke Energy Corp* Utilities -6.76 0.80
    Exxon Mobil Corp* Energy 3.98 0.68
    Merck & Co Inc* Healthcare 10.31 0.68
    Dominion Energy Inc* Utilities -7.14 0.65
    Chevron Corp* Energy 5.45 0.57
    PPL Corp* Utilities 1.00 0.56
    Procter & Gamble Co* Consumer Defensive -1.81 0.45
    McDonald's Corp* Consumer Cyclical 0.91 0.44
    Occidental Petroleum Corp* Energy 2.19 0.43
    Ventas Inc* RealEstate -9.15 0.37
    Kimberly-Clark Corp* Consumer Defensive -5.30 0.33
    Veeva Systems Inc Class A* Technology 2.23 0.33
    Southern Co* Utilities -7.13 0.31

    Worst 5-Year Relative Performance | More
    01-16-18

    Lowest Expenses | More
    01-16-18

    Highest Expenses | More
    01-16-18

    Longest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Federated High Yield Mark E. Durbiano 20.10
    Federated Bond F B. Anthony DelSerone 15.90
    Federated High Incom Mark E. Durbiano 15.80
    Federated Government Susan R. Hill 13.90
    Federated Total Retu B. Anthony DelSerone 13.00

    Shortest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Federated Global Str Deborah D. Bickersta 1.00
    Federated Equity Adv Mark E. Durbiano 1.90
    Federated Real Retur J. Andrew Kirschler 2.30
    Federated US Govt 1- J. Andrew Kirschler 2.60
    Federated US Govt 2- J. Andrew Kirschler 2.60