Federated Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return11.275.250.216.443.20
    Category Average11.384.70-1.397.743.06
    Assets for Each Yr*56.4162.7061.8465.5467.41
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 3.20 4.28 6.02

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $67,410 mil $1,500 37.70 62.30
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 42.70 1.38 Above Avg
    International Stock 2.2 4.10 1.46 Average
    Municipal Bond 2.2 7.73 0.96 Average
    Taxable Bond 3.6 38.50 0.94 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-27-17

      Sector YTD Return % % Net Assets  
    Verizon Communications Inc* Communication Services -6.86 1.00
    Merck & Co Inc* Healthcare 8.14 0.99
    AT&T Inc* Communication Services -1.29 0.95
    Philip Morris International Inc* Consumer Defensive 23.97 0.93
    AbbVie Inc* Healthcare 6.58 0.89
    Southern Co* Utilities 3.40 0.78
    Procter & Gamble Co* Consumer Defensive 8.42 0.77
    Duke Energy Corp* Utilities 7.76 0.70
    Altria Group Inc* Consumer Defensive 9.15 0.70
    Chevron Corp* Energy -8.79 0.64
    McDonald's Corp* Consumer Cyclical 7.16 0.55
    Crown Castle International Corp* Communication Services 9.38 0.54
    Reynolds American Inc* Consumer Defensive 12.88 0.53
    Exxon Mobil Corp* Energy -9.15 0.50
    PPL Corp* Utilities 11.47 0.50
    Coca-Cola Co* Consumer Defensive 2.97 0.44
    The Kraft Heinz Co* Consumer Defensive 5.19 0.44
    Dominion Resources Inc* Utilities 2.72 0.43
    Kimberly-Clark Corp* Consumer Defensive 16.83 0.36
    Ventas Inc* RealEstate 3.73 0.33

    Best 5-Year Relative Performance | More
    03-27-17

    Worst 5-Year Relative Performance | More
    03-27-17

    Lowest Expenses | More
    03-27-17

    Highest Expenses | More
    03-27-17

    Longest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Federated High Incom Mark E. Durbiano 30.20
    Federated NY Municip J. Scott Albrecht 22.10
    Federated OH Municip J. Scott Albrecht 22.10
    Federated PA Municip J. Scott Albrecht 22.10
    Federated Adjustable Todd A. Abraham 21.70

    Shortest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Federated Equity Adv Mark E. Durbiano 1.10
    Federated Managed Vo Todd A. Abraham 2.30
    Federated Max-Cap In Ian L. Miller 2.50
    Federated Mid-Cap In Ian L. Miller 2.50
    Federated Intl Strat Daniel Peris 3.30