Top 5 Zacks #1 Ranked Federated Mutual Funds - Best of Fund Family
2013年5月14日 - 10:31PM
Zacks
Founded in 1955, Federated Investors is one of the largest
investment managers in the U.S. With more than $377.3 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 4,700 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, investors
can click here to see the complete list of funds.
Federated Bond A (FDBAX) seeks current income along with
preservation of capital invested. The fund concentrates on
investing in a wide range of fixed income securities rated
investment grade. A maximum of 35% of its securities are utilized
to purchase junk bonds. The fund has a three year annualized return
of 13.17%.
The Federated mutual fund has a minimum initial investment of
$1,500 and an expense ratio of 0.98% compared to a category average
of 0.89%.
Federated MDT All Cap Core A (QAACX) focuses on investing
in common stock issued by domestic firms. The fund selects
securities to be invested in from companies which are part of the
Russell 3000 Index. The fund has a three year annualized return of
11.07%.
As of December 2012, this Federated mutual fund held 49 issues,
with 3.52% of its total assets invested in Credit Suisse Group
Federated Prudent Bear A (BEARX) seeks capital growth.
The fund invests in short term liquid securities to hedge against
its obligations related to outstanding short positions. It seeks to
grow capital by taking long positions on equity securities which
are attractively priced relative to their underlying value. The
fund has a three year annualized return of -13.42%.
The Fund Manager is P.Ryan Bendand he has managed this Federated
mutual fund since 2008.
Federated Capital Income A (CAPAX) invests in equity and
fixed-income securities with the potential to generate
substantially high income. Fixed income securities purchased by the
fund must have high current yields. The fund may purchase non
dollar denominated fixed income securities. It may also purchase or
sell foreign currencies. The fund has a three year annualized
return of 9.20%.
The Federated mutual fund has a minimum initial investment of
$1,500 and an expense ratio of 1.02% compared to a category average
of 0.91%.
Federated Municipal High Yield Advantage A (FMOAX) seeks
high current income. The fund invests a large share of its assets
in long term securities exempt from tax, as well as in medium or
non-investment grade quality tax exempt securities. It is
non-diversified and utilizes derivatives to manage risk or enhance
returns. The fund has a three year annualized return of 8.59%.
The Fund Manager is P.Ryan Bendand he has managed this Federated
mutual fund since 2008.
To view the Zacks Rank and past performance of all Federated
mutual funds, investors can click here to see the complete list of
funds.
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.
View All Zacks #1 Ranked Mutual Funds
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