4 / 5 Stars
5 5 5 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#3 in Conservative Allocation
U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 11.45 percent over the past year, 9.01 percent over the past three years, 14.80 percent over the past five years, and 7.32 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.4%|
|3 Years (Annualized)||9.0%|
|5 Years (Annualized)||14.8%|
|10 Years (Annualized)||7.3%|
The investment seeks current income and long-term growth of income; capital appreciation is a secondary objective. The fund pursues its investment objective by investing in both equity and fixed-income securities that have high relative income potential. Its investment adviser's ("Adviser") process for selecting equity investments attempts to identify mature, mid- to large-cap value companies and securities with high dividend yields that are likely to maintain and increase their dividends. The Adviser selects fixed-income investments that offer high current yields.
Fees are Above Average compared to funds in the same category.
Federated Capital Income Fund has an expense ratio of 0.90 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.