Federated Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return0.336.4511.48-2.897.93
    Category Average-1.347.7311.29-3.767.52
    Assets for Each Yr*60.6564.5169.1560.8565.22
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 7.93 6.31 4.83

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $65,223 mil $1,500 32.81 67.19
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 42.47 1.30 Above Avg
    International Stock 1.7 2.77 1.33 Average
    Municipal Bond 2.8 7.23 0.90 Average
    Taxable Bond 3.4 29.00 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-13-19

      Sector YTD Return % % Net Assets  
    Dominion Energy Inc* Utilities 9.02 0.60
    Veeva Systems Inc Class A* Technology 86.22 0.45
    Ventas Inc* RealEstate 13.03 0.37
    Occidental Petroleum Corp* Energy -16.44 0.30
    Workday Inc Class A* Technology 30.55 0.26
    Splunk Inc* Technology 12.77 0.25
    Microsoft Corp* Technology 31.18 0.23
    Broadcom Inc* Technology 11.79 0.21
    Spark Therapeutics Inc* Healthcare 154.29 0.21
    Worldpay Inc Class A* Industrials 60.60 0.20
    GoDaddy Inc A* Technology 8.27 0.19
    Corcept Therapeutics Inc* Healthcare -22.08 0.17
    Salesforce.com Inc* Technology 10.49 0.16
    Tandem Diabetes Care Inc* Healthcare 81.93 0.13
    Visa Inc Class A* Financial Services 28.73 0.13
    Alphabet Inc A* Technology 4.41 0.12
    T-Mobile US Inc* Communication Services 17.04 0.12
    The Home Depot Inc* Consumer Cyclical 19.35 0.12
    Bank of America Corporation* Financial Services 14.61 0.11
    Coupa Software Inc* Technology 92.97 0.11

    Best 5-Year Relative Performance | More
    06-13-19

    Lowest Expenses | More
    06-13-19

    Highest Expenses | More
    06-13-19

    Longest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Federated High Yield Mark E. Durbiano 21.50
    Federated High Incom Mark E. Durbiano 17.20
    Federated Government Susan R. Hill 15.30
    Federated Capital In Todd A. Abraham 14.10
    Federated Equity Inc John L. Nichol 13.10

    Shortest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Federated Hermes Glo Louise Dudley 0.10
    Federated Hermes Glo Hamish Galpin 0.10
    Federated Hermes SDG Hamish Galpin 0.60
    Federated Strategic Donald T. Ellenberge 2.30
    Federated Global Str Deborah D. Bickersta 2.40