Federated Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return0.336.4511.48-2.897.62
    Category Average-1.367.7011.16-3.797.40
    Assets for Each Yr*60.6564.5169.1560.8565.10
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 7.62 8.33 5.10

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $65,103 mil $1,500 33.44 66.56
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 42.83 1.30 Above Avg
    International Stock 1.7 3.14 1.33 Average
    Municipal Bond 2.7 7.08 0.90 Average
    Taxable Bond 3.6 41.35 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-20-19

      Sector YTD Return % % Net Assets  
    AT&T Inc* Communication Services 8.69 0.88
    Crown Castle International Corp* RealEstate 16.80 0.80
    Verizon Communications Inc* Communication Services 3.65 0.65
    Dominion Energy Inc* Utilities 6.15 0.64
    Chevron Corp* Energy 15.71 0.55
    Ventas Inc* RealEstate 5.27 0.39
    Kimberly-Clark Corp* Consumer Defensive 5.85 0.38
    PPL Corp* Utilities 14.80 0.36
    United Parcel Service Inc Class * Industrials 11.64 0.35
    Occidental Petroleum Corp* Energy 10.85 0.33
    PepsiCo Inc* Consumer Defensive 7.94 0.26
    Workday Inc Class A* Technology 20.69 0.25
    JPMorgan Chase & Co* Financial Services 7.89 0.25
    Microsoft Corp* Technology 16.16 0.24
    Roper Technologies Inc* Industrials 24.26 0.23
    Broadcom Inc* Technology 15.49 0.23
    Digital Realty Trust Inc* RealEstate 10.42 0.21
    General Mills Inc* Consumer Defensive 25.27 0.20
    Worldpay Inc Class A* Industrials 40.08 0.17
    Salesforce.com Inc* Technology 19.38 0.16

    Best 5-Year Relative Performance | More
    03-20-19

    Worst 5-Year Relative Performance | More
    03-20-19

    Lowest Expenses | More
    03-20-19

    Highest Expenses | More
    03-20-19

    Longest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Federated High Yield Mark E. Durbiano 21.20
    Federated High Incom Mark E. Durbiano 17.00
    Federated Government Susan R. Hill 15.00
    Federated Capital In Todd A. Abraham 13.90
    Federated Equity Inc John L. Nichol 12.90

    Shortest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Federated Hermes SDG Hamish Galpin 0.40
    Federated Strategic Donald T. Ellenberge 2.00
    Federated Global Str Deborah D. Bickersta 2.10
    Federated Short-Inte John T. Gentry 2.80
    Federated Equity Adv Mark E. Durbiano 3.10