Federated InterContinental Fund Share Class A

 (MUTF:RIMAX)   Watch this mutual fund  
Find more results for RIMAX

Performance

Trailing returns

1 day   +0.65%
   
1 week   +0.74%
   
4 week   +1.05%
   
3 month   +9.28%
   
YTD
   
-1.81%  
1 year   +4.76%
   
3 years*
   
-3.55%  
5 years*   +4.16%
   
*annualized
Best 3 month return+35.78%  
Worst 3 month return-41.13%  

Morningstar statistics

Morningstar category: Foreign Large Blend
  Return Risk Rating
3 years Low Average
5 years Low Above Average
10 years Below Average High
Overall Below Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets160.77M 
Front load5.50%  
Deferred load-  
Expense ratio1.31%  
Management fee-  
Fund familyFederated 

Asset allocation

Cash6.05%  
Stocks93.95%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,500  
Additional$100  
IRA Initial$250  
AIP Initial$1,500  
AIP Additional$50  
45.87-0.29(-0.63%)
Sep 28, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of foreign companies. The fund may invest using any style (e.g., growth or value) and in companies of any size (including companies with large, medium or small market capitalizations) in both developed and emerging markets. A minimum of 50% of the fund's net assets is invested in developed markets.
Fund filings (PDF) »
Asset managers:
Geoffrey Pazzanese (Started: Jan 31, 2007)
Audrey Kaplan (Started: Feb 28, 2004)
Advisor Company:
Federated Global Investment Management Corp
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* -5.27 -2.87 -1.93 -0.85
Beta* 0.83 0.86 0.96 1.06
Mean annual return -0.16 -0.03 0.19 0.27
R-squared* 86.82 83.72 90.28 94.61
Standard deviation 14.18 12.47 15.32 21.03
Sharpe ratio -0.15 -0.04 0.14 0.11
* Against standard index

Top 10 holdings

Security Net Assets  
Samsung Electronics Co Ltd (SSNLF) 2.74%  
Statoil ASA (STOHF) 2.34%  
Novo Nordisk A/S ADR (NVO) 2.20%  
Chugai Pharmaceutical Co Ltd (CHGCF) 2.20%  
Danske Bank AS (DNSKF) 2.03%  
Grupo Financiero Banorte SAB de CV Class O (GBOOF) 1.83%  
Royal Caribbean Cruises Ltd (RCL) 1.72%  
Deutsche Telekom AG (DTEGF) 1.64%  
Royal Dutch Shell PLC ADR Class A (RDS.A) 1.63%  
ProSiebenSat 1 Media SE (PBSFF) 1.63%