Federated Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return5.330.346.4411.450.87
    Category Average4.69-1.377.7011.150.81
    Assets for Each Yr*61.2660.7464.5969.1866.71
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.87 5.51 6.32

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $66,711 mil $1,500 35.28 64.72
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 42.56 1.32 Above Avg
    International Stock 2.8 4.20 1.33 Average
    Municipal Bond 2.4 7.08 0.89 Average
    Taxable Bond 3.8 40.14 0.84 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-13-18

      Sector YTD Return % % Net Assets  
    Altria Group Inc* Consumer Defensive -16.12 0.83
    Coca-Cola Co* Consumer Defensive -0.78 0.82
    Philip Morris International Inc* Consumer Defensive -19.65 0.82
    Duke Energy Corp* Utilities -2.03 0.76
    Exxon Mobil Corp* Energy 1.51 0.73
    Chevron Corp* Energy 0.87 0.69
    Dominion Energy Inc* Utilities -11.60 0.57
    Occidental Petroleum Corp* Energy 15.64 0.56
    Procter & Gamble Co* Consumer Defensive -12.15 0.39
    Southern Co* Utilities 2.18 0.39
    Merck & Co Inc* Healthcare 13.47 0.34
    Public Service Enterprise Group * Utilities 2.80 0.31
    JPMorgan Chase & Co* Financial Services 1.03 0.30
    Kimberly-Clark Corp* Consumer Defensive -10.81 0.29
    Ventas Inc* RealEstate -0.37 0.27
    BlackRock Inc* Financial Services -0.17 0.26
    Amazon.com Inc* Consumer Cyclical 55.03 0.24
    Sherwin-Williams Co* Basic Materials 2.46 0.24
    United Parcel Service Inc Class * Industrials -7.02 0.24
    AbbVie Inc* Healthcare 2.64 0.22

    Best 5-Year Relative Performance | More
    07-13-18

    Worst 5-Year Relative Performance | More
    07-13-18

    Lowest Expenses | More
    07-13-18

    Highest Expenses | More
    07-13-18

    Longest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Federated High Yield Mark E. Durbiano 20.50
    Federated High Incom Mark E. Durbiano 16.30
    Federated Government Susan R. Hill 14.40
    Federated Bond F B. Anthony DelSerone 13.20
    Federated Capital In Todd A. Abraham 13.20

    Shortest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Federated Strategic Donald T. Ellenberge 1.30
    Federated Global Str Deborah D. Bickersta 1.50
    Federated Equity Adv Mark E. Durbiano 2.40
    Federated Emerging M Ihab L. Salib 2.80
    Federated Real Retur J. Andrew Kirschler 2.80