Federated Bond Fund Class A Shares

 (MUTF:FDBAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.22%
   
1 week   +0.65%
   
4 week   +1.65%
   
3 month   +4.27%
   
YTD   +7.04%
   
1 year   +5.06%
   
3 years*   +4.53%
   
5 years*   +4.78%
   
*annualized
Best 3 month return+11.95%  
Worst 3 month return-15.14%  

Morningstar statistics

Morningstar category: Corporate Bond
  Return Risk Rating
3 years Low Average
5 years Below Average Average
10 years Average Average
Overall Below Average Average

Key statistics

Total assets1.19B 
Front load4.50%  
Deferred load-  
Expense ratio0.99%  
Management fee-  
Fund familyFederated 

Asset allocation

Cash4.35%  
Stocks0.00%  
Bonds95.16%  
Preferred0.48%  
Other0.00%  

Purchase information

Initial$1,500  
Additional$100  
IRA Initial$250  
AIP Initial$1,500  
AIP Additional$50  
9.16+0.02(0.22%)
Jun 27, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to provide as high a level of current income as is consistent with the preservation of capital. The fund invests primarily in a diversified portfolio of investment-grade corporate debt securities. It may invest up to 35% of its assets in fixed-income securities rated below investment grade. The Adviser may lengthen or shorten duration from time to time based on its interest rate outlook, but the fund has no set duration parameters. It may invest in derivative contracts or hybrid contracts. The fund may also invest in government securities that are supported by the full faith and credit of the U.S. government.
Fund filings (PDF) »
Asset manager:
Brian Ruffner (Started: Mar 22, 2013)
Advisor Company:
Federated Investment Management Company
Fund family reports on Morningstar »
Federated Investors Funds, 4000 Ericsson Drive, Warrendale, PA 15086-7561, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.67 -0.21 0.86 0.28
Beta* 1.14 1.14 1.02 1.23
Mean annual return 0.14 0.26 0.35 0.51
R-squared* 29.63 56.98 43.68 43.44
Standard deviation 4.86 4.11 4.17 5.94
Sharpe ratio 0.32 0.73 1.00 0.86
* Against standard index

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