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Top 5 Federated Mutual Funds
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ShareFounded in 1955, Federated Investors is one of the largest investment managers in the U.S. With more than $351 billion worth of assets under management, the company has used a disciplined approach to deliver superior value to investors. Federated offers a wide range of products, including domestic and international equity, fixed-income and money market funds. These products are distributed through 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 Equity-Income A (LEIFX) invests heavily in income generating equity securities of large and mid-cap firms. The fund focuses on acquiring value stocks which pay regular dividends. It may purchase foreign securities, including in those issued from emerging markets. It may also invest in real estate investment trusts and in other investments firms. The fund returned 12.45% over the last one year period.
The Federated mutual fund has a minimum initial investment of $1,500 and an expense ratio of 1.12% compared to a category average of 1.23%.
Federated US Government Bond (FEDBX) seeks total return. The fund focuses on acquiring U.S. government securities as well as treasury securities and related derivatives. It measures the efficacy of its investment strategy by comparing both the performance and composition of its portfolio to an index which comprises of U.S. Treasury securities. The fund has a five year annualized return of 7.78%.
The Fund Manager is Donald T. Ellenberger and he has managed this Federated mutual fund since 2005.
Federated Emerging Market Debt A (IHIAX) 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 5.54% over the last one year period.
As of September 2011, this Federated mutual fund held 82 issues, with 4.57% of its total assets invested in Republic Of Turkey 6.875%.
Federated International Leaders A (FGFAX) seeks capital appreciation over the long term. The fund invests in foreign companies and concentrates on purchasing foreign stocks from developed markets. It may also purchase equity in companies from developed markets, including the United States. The fund has a three year annualized return of 16.51%.
The Federated mutual fund has a minimum initial investment of $1,500 and an expense ratio of 1.65% compared to a category average of 1.32%.
Federated Kaufmann A (KAUAX) invests primarily in tax-exempt securities. The fund may also invest in tax-exempt securities with maturity periods of less than 10 years. It may enter into derivative contracts and invest in securities which help it accrue short-term capital gains. The fund has a ten year annualized return of 5.06%.
Hans Utsch is the fund manager and has managed this Federated mutual fund since 1986.
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 at http://www.zacks.com/funds.
Read the full analyst report on LEIFX
Read the full analyst report on FEDBX
Read the full analyst report on IHIAX
Read the full analyst report on FGFAX
Read the full analyst report on KAUAX
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| Market Summary | May 26, 2012 17:32 pm ET |
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