Federated Fund Family Report
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  • 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 35.20 64.80
    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
    07-20-18

      Sector YTD Return % % Net Assets  
    AT&T Inc* Communication Services -16.15 0.99
    Verizon Communications Inc* Communication Services -1.02 0.96
    Coca-Cola Co* Consumer Defensive 0.39 0.82
    Philip Morris International Inc* Consumer Defensive -18.11 0.82
    Crown Castle International Corp* RealEstate 1.28 0.80
    Duke Energy Corp* Utilities -2.00 0.76
    Chevron Corp* Energy -0.54 0.69
    Occidental Petroleum Corp* Energy 14.88 0.56
    Procter & Gamble Co* Consumer Defensive -12.05 0.39
    Southern Co* Utilities 1.27 0.39
    Veeva Systems Inc Class A* Technology 50.33 0.38
    Merck & Co Inc* Healthcare 12.81 0.34
    Public Service Enterprise Group * Utilities 1.48 0.31
    JPMorgan Chase & Co* Financial Services 5.63 0.30
    Kimberly-Clark Corp* Consumer Defensive -11.59 0.29
    BlackRock Inc* Financial Services -1.01 0.26
    Amazon.com Inc* Consumer Cyclical 55.09 0.24
    Sherwin-Williams Co* Basic Materials 4.34 0.24
    AbbVie Inc* Healthcare -5.35 0.22
    General Mills Inc* Consumer Defensive -24.39 0.22

    Best 5-Year Relative Performance | More
    07-20-18

    Worst 5-Year Relative Performance | More
    07-20-18

    Lowest Expenses | More
    07-20-18

    Highest Expenses | More
    07-20-18

    Longest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Federated High Yield Mark E. Durbiano 20.60
    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
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Federated Strategic Donald T. Ellenberge 1.40
    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