Federated Fund Family Report
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  • Select a Fund Family

    • Performance
    01-31-10

    Total ReturnCategory Average
    Total Return10.769.81-20.5516.14-0.75
    Category Average9.567.86-23.5718.97-0.71
    Assets for Each Yr*39.5541.2432.0444.8644.73
    *billions

    Trailing Returns %
    01-31-10

      YTD 3 Year 5 Year    
    Fund Family -0.75 -0.22 3.50

    Key Stats
    01-31-10

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $44,725 mil $1,500 60.79 39.21
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 31.43 1.59 Average
    International Stock 2.0 2.75 1.83 Above Avg
    Municipal Bond 2.6 13.22 0.91 Average
    Taxable Bond 3.3 42.43 0.99 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-08-10

      Sector YTD Return % % Net Assets  
    J.P. Morgan Chase & Co.* Financial Services -9.41 0.55
    Warner Chilcott Limited A* Healthcare -11.45 0.47
    Chimera Investment Corporation* Financial Services 2.06 0.41
    Chevron Corporation* Energy -8.91 0.38
    Ford Motor Company* Consumer Goods 9.70 0.35
    Cubist Pharmaceuticals, Inc.* Healthcare 5.06 0.31
    Goldman Sachs Group, Inc.* Financial Services -10.51 0.31
    Wells Fargo Company* Financial Services -1.89 0.30
    MasterCard Incorporated A* Business Services -11.50 0.29
    Alkermes, Inc.* Healthcare 20.83 0.25
    Philip Morris International Inc* Consumer Goods -5.52 0.25
    Auxilium Pharmaceuticals, Inc.* Healthcare 2.84 0.24
    Talecris Biotherapeutics* Healthcare 1.26 0.24
    Express Scripts* Healthcare -2.22 0.23
    FedEx Corporation* Business Services -8.10 0.23
    Verisk Analytics, Inc.* Business Services -8.75 0.23
    Johnson & Johnson* Healthcare -3.17 0.22
    United Technologies* Industrial Materials -5.78 0.22
    General Electric Company* Industrial Materials 3.11 0.21
    Micron Technology, Inc.* Hardware -15.63 0.21

    Best 5-Year Relative Performance | More
    02-08-10

    Fund Name 5-Yr Rank Analyst Report  
    Federated Prudent Bear A 1 07-16-08
    Federated Adjustable Rate Se 2 --
    Federated US Govt 2-5 Yr Ins 3 10-27-09
    Federated Instl High Yield B 6 12-04-09
    Federated Capital Income A 8 05-28-08

    Worst 5-Year Relative Performance | More
    02-08-10

    Fund Name 5-Yr Rank Analyst Report  
    Federated OH Municipal Incom 91 --
    Federated MDT All Cap Core I 90 --
    Federated PA Municipal Incom 88 --
    Federated Intermediate Munic 87 --
    Federated NY Municipal Incom 85 --

    Lowest Expenses | More
    02-08-10

    Fund Name Expense Ratio Analyst Report  
    Federated Gov Ultrashort Dur 0.25 --
    Federated Total Return Govt 0.26 --
    Federated Balanced Allocatio 0.27 --
    Federated Inter Govt/Corp In 0.30 --
    Federated Max-Cap Index Inst 0.35 --

    Highest Expenses | More
    02-08-10

    Fund Name Expense Ratio Analyst Report  
    Federated MDT Small Cap Valu 2.49 --
    Federated Kaufmann K 1.95 12-07-09
    Federated Kaufmann Small Cap 1.95 01-11-10
    Federated International Smal 1.80 06-16-09
    Federated International Lead 1.78 --

    Longest Manager Tenure | More
    02-08-10

    Fund Name   Manager Name Avg Manager Tenure  
    Federated High-Yield Mark E. Durbiano 25.50
    Federated High-Incom Mark E. Durbiano 23.10
    Federated Intermedia Joseph M. Balestrino 16.10
    Federated NY Municip J. Scott Albrecht 14.90
    Federated OH Municip J. Scott Albrecht 14.90

    Shortest Manager Tenure | More
    02-08-10

    Fund Name   Manager Name Avg Manager Tenure  
    Federated US Governm Donald T. Ellenberge 0.30
    Federated Clover Mid Michael E. Jones 0.80
    Federated MDT Stock Brian M. Greenberg 0.90
    Federated Prudent Be Ryan Bend 1.00
    Federated Prudent Do Doug Noland 1.10