Federated Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return0.346.5311.49-2.9212.34
    Category Average-1.357.7611.30-3.7811.51
    Assets for Each Yr*60.3164.2868.9960.7766.84
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 12.34 6.69 5.26

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $66,836 mil $1,500 32.60 67.40
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 43.59 1.30 Above Avg
    International Stock 2.5 2.55 1.33 Average
    Municipal Bond 2.8 7.39 0.90 Average
    Taxable Bond 3.6 28.85 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Federated High Yield Mark E. Durbiano 21.70
    Federated High Incom Mark E. Durbiano 17.50
    Federated Government Susan R. Hill 15.50
    Federated Capital In Todd A. Abraham 14.40
    Federated Clover Sma Stephen K. Gutch 13.60

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Federated Hermes Glo Louise Dudley 0.40
    Federated Hermes Glo Hamish Galpin 0.40
    Federated Hermes SDG Hamish Galpin 0.90
    Federated Strategic Donald T. Ellenberge 2.50
    Federated Global Str Deborah D. Bickersta 2.60