Federated Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return11.275.250.216.443.74
    Category Average11.384.70-1.397.743.13
    Assets for Each Yr*56.4162.7061.8465.5467.50
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 3.74 4.47 5.98

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $67,364 mil $1,500 37.26 62.74
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 42.54 1.38 Above Avg
    International Stock 2.2 4.18 1.46 Average
    Municipal Bond 2.2 7.74 0.96 Average
    Taxable Bond 3.6 38.67 0.94 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-28-17

      Sector YTD Return % % Net Assets  
    Merck & Co Inc* Healthcare 6.68 1.00
    AT&T Inc* Communication Services -4.51 0.99
    Verizon Communications Inc* Communication Services -11.83 0.98
    Philip Morris International Inc* Consumer Defensive 22.29 0.94
    AbbVie Inc* Healthcare 7.35 0.90
    Southern Co* Utilities 2.38 0.78
    Procter & Gamble Co* Consumer Defensive 5.48 0.77
    Altria Group Inc* Consumer Defensive 7.05 0.70
    Duke Energy Corp* Utilities 7.39 0.69
    Chevron Corp* Energy -8.43 0.67
    McDonald's Corp* Consumer Cyclical 15.73 0.56
    Crown Castle International Corp* Communication Services 10.12 0.54
    Reynolds American Inc* Consumer Defensive 16.01 0.53
    Exxon Mobil Corp* Energy -8.71 0.51
    PPL Corp* Utilities 13.08 0.50
    The Kraft Heinz Co* Consumer Defensive 4.20 0.46
    Coca-Cola Co* Consumer Defensive 4.97 0.44
    Dominion Resources Inc* Utilities 2.08 0.43
    Kimberly-Clark Corp* Consumer Defensive 14.55 0.36
    Ventas Inc* RealEstate 3.62 0.33

    Best 5-Year Relative Performance | More
    04-28-17

    Worst 5-Year Relative Performance | More
    04-28-17

    Lowest Expenses | More
    04-28-17

    Highest Expenses | More
    04-28-17

    Longest Manager Tenure | More
    04-28-17

    Fund Name   Manager Name Avg Manager Tenure  
    Federated High Incom Mark E. Durbiano 30.30
    Federated NY Municip J. Scott Albrecht 22.20
    Federated OH Municip J. Scott Albrecht 22.20
    Federated PA Municip J. Scott Albrecht 22.20
    Federated Adjustable Todd A. Abraham 21.70

    Shortest Manager Tenure | More
    04-28-17

    Fund Name   Manager Name Avg Manager Tenure  
    Federated Equity Adv Mark E. Durbiano 1.20
    Federated Managed Vo Todd A. Abraham 2.40
    Federated Max-Cap In Ian L. Miller 2.60
    Federated Mid-Cap In Ian L. Miller 2.60
    Federated Strategic Mark E. Durbiano 2.60