Federated Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return0.336.4211.33-2.89--
    Category Average-1.367.6911.16-3.792.27
    Assets for Each Yr*60.6565.3269.9660.8560.85
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -2.89 4.79 3.99

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $60,853 mil $1,500 32.70 67.30
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 40.33 1.30 Average
    International Stock 1.9 3.23 1.33 Average
    Municipal Bond 2.7 7.50 0.90 Average
    Taxable Bond 3.5 43.16 0.84 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    AT&T Inc* Communication Services 10.27 0.92
    Altria Group Inc* Consumer Defensive -2.19 0.78
    Crown Castle International Corp* RealEstate -0.94 0.76
    Philip Morris International Inc* Consumer Defensive 10.53 0.73
    Exxon Mobil Corp* Energy 7.04 0.72
    Verizon Communications Inc* Communication Services 2.62 0.72
    Coca-Cola Co* Consumer Defensive 0.55 0.67
    Duke Energy Corp* Utilities -0.81 0.66
    Dominion Energy Inc* Utilities -3.76 0.57
    PPL Corp* Utilities 6.14 0.44
    Procter & Gamble Co* Consumer Defensive 0.24 0.40
    Southern Co* Utilities 7.51 0.37
    Kimberly-Clark Corp* Consumer Defensive 2.57 0.33
    Ventas Inc* RealEstate 4.18 0.33
    Amazon.com Inc* Consumer Cyclical 12.93 0.28
    JPMorgan Chase & Co* Financial Services 7.96 0.27
    United Parcel Service Inc Class * Industrials 4.17 0.26
    Microsoft Corp* Technology 6.05 0.25
    Sherwin-Williams Co* Basic Materials 1.29 0.24
    Corcept Therapeutics Inc* Healthcare 11.83 0.23

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Federated High Yield Mark E. Durbiano 21.10
    Federated High Incom Mark E. Durbiano 16.80
    Federated Government Susan R. Hill 14.90
    Federated Bond F B. Anthony DelSerone 13.70
    Federated Capital In Todd A. Abraham 13.70

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Federated Hermes SDG Hamish Galpin 0.20
    Federated Strategic Donald T. Ellenberge 1.90
    Federated Global Str Deborah D. Bickersta 2.00
    Federated Short-Inte John T. Gentry 2.70
    Federated Equity Adv Mark E. Durbiano 2.90