Federated Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return5.330.346.4411.453.61
    Category Average4.69-1.377.7011.154.03
    Assets for Each Yr*61.2660.7464.5969.1867.64
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 3.61 7.14 6.66

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $67,644 mil $1,500 34.57 65.43
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 43.54 1.32 Above Avg
    International Stock 2.2 3.91 1.33 Average
    Municipal Bond 2.5 6.91 0.90 Average
    Taxable Bond 3.7 39.70 0.84 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-21-18

      Sector YTD Return % % Net Assets  
    Verizon Communications Inc* Communication Services 6.16 0.97
    AT&T Inc* Communication Services -9.26 0.92
    Crown Castle International Corp* RealEstate 3.47 0.78
    Duke Energy Corp* Utilities -1.88 0.77
    Altria Group Inc* Consumer Defensive -9.33 0.75
    Procter & Gamble Co* Consumer Defensive -4.28 0.39
    ServiceNow Inc* Technology 45.48 0.32
    JPMorgan Chase & Co* Financial Services 11.77 0.27
    Splunk Inc* Technology 40.51 0.25
    BlackRock Inc* Financial Services -3.35 0.23
    Microsoft Corp* Technology 35.05 0.22
    General Mills Inc* Consumer Defensive -22.53 0.21
    Illumina Inc* Healthcare 63.93 0.18
    Pfizer Inc* Healthcare 24.46 0.17
    Worldpay Inc Class A* Industrials 33.79 0.17
    AbbVie Inc* Healthcare -1.88 0.15
    Bank of New York Mellon Corp* Financial Services 0.54 0.15
    Ultragenyx Pharmaceutical Inc* Healthcare 82.99 0.15
    XPO Logistics Inc* Industrials 23.21 0.15
    Bank of America Corporation* Financial Services 6.44 0.14

    Best 5-Year Relative Performance | More
    09-21-18

    Worst 5-Year Relative Performance | More
    09-21-18

    Lowest Expenses | More
    09-21-18

    Highest Expenses | More
    09-21-18

    Longest Manager Tenure | More
    09-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Federated High Yield Mark E. Durbiano 20.70
    Federated High Incom Mark E. Durbiano 16.50
    Federated Government Susan R. Hill 14.50
    Federated Bond F B. Anthony DelSerone 13.40
    Federated Capital In Todd A. Abraham 13.40

    Shortest Manager Tenure | More
    09-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Federated Strategic Donald T. Ellenberge 1.50
    Federated Global Str Deborah D. Bickersta 1.60
    Federated Equity Adv Mark E. Durbiano 2.60
    Federated Emerging M Ihab L. Salib 3.00
    Federated Real Retur J. Andrew Kirschler 3.00