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Top 5 Federated Mutual Funds
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ShareFederated Investors has used a disciplined approach to deliver superior value to investors since its inception in 1955. The company is now one of the largest investment managers in the U.S. managing more than $358 billion worth of assets. Federated offers a wide range of products, including domestic and international equity, fixed-income and money market funds. These products are distributed through a large network of more than 5,200 financial intermediaries and institutions.
Below we will share with you 5 top rated Federated mutual funds. Each has earned a Zacks #1 Rank (Strong Buy) as we expect these mutual funds to outperform their peers in the future. To view the Zacks Rank and past performance of all Federated funds, then click here.
Federated Market Opportunity A (FMAAX) seeks absolute returns. The fund invests heavily in domestic and foreign securities believed to undervalued by the fund advisor. It uses a contrarian investment management approach, purchasing in securities which are out of favor and deviating from the consensus view of the market. The fund has a ten year annualized return of 3.68%.
Steven J. Lehman is the fund manager and has managed this Federated mutual fund since 2000.
Federated Asset Allocation A (FSTBX) invests 20% to 80% of its assets in equity securities and 20% to 80% of its assets in fixed-income securities. The fund may also invest in exchange traded funds, derivative contracts and other synthetic instruments. The fund returned 18.28% over the last one year period.
As of December 2010, this Federated mutual fund held 506 issues, with 13.76% of its total assets invested in Federated Prime Value Obligations Instl.
Federated Prudent Bear A (BEARX) seeks capital growth by short selling domestically traded equity securities. The fund holds more short positions than long positions, both on securities in its portfolio and the overall market. It also invests in exchange traded funds, synthetic instruments and restricted securities. The fund has a ten year annualized return of 4.83%.
The Federated mutual fund has a minimum initial investment of $1,500 and an expense ratio of 1.72% compared to a category average of 2.00%.
Federated Bond A (FDBAX) invests the majority of its assets in fixed income investment grade securities including corporate debt and U.S. government securities. Up to 35% of the securities purchased may be rated below investment grade. The fund has a three year annualized return of 7.85%.
Joseph M. Balestrino is the fund manager and has managed this Federated mutual fund since 1993.
Federated International High Income A (IHIAX) seeks high current income with a secondary objective of capital growth. The fund invests the majority of its assets in debt securities issued from emerging markets. The fund is non-diversified and may purchase shares of exchange traded funds and invest in derivative contracts. The fund returned 15.94% over the last one year period.
The Federated mutual fund has a minimum initial investment of $1,500 and an expense ratio of 1.24% compared to a category average of 1.31%.
To view the Zacks Rank and past performance of all Federated mutual funds, then click here.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Learn more about the Zacks Mutual Fund Rank.
Read the full analyst report on FMAAX
Read the full analyst report on FSTBX
Read the full analyst report on BEARX
Read the full analyst report on FDBAX
Read the full analyst report on IHIAX
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| Market Summary | May 26, 2012 10:47 am ET |
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