3 / 5 Stars
3 4 5 3 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#109 in Large Value
U.S. News evaluated 313 Large Value 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 24.86 percent over the past year, 16.37 percent over the past three years, 12.94 percent over the past five years, and 7.85 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||23.6%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||12.9%|
|10 Years (Annualized)||7.9%|
The investment seeks above average income and capital appreciation. The fund invests primarily in income-producing equity securities of mid- to large-cap domestic companies. It may also invest, to a lesser extent, in securities of foreign (including emerging market) issuers, and may invest in real estate investment trusts and securities of other investment companies (including exchange-traded funds). The fund may invest in derivative contracts (such as, for example, futures contract, option contracts and swap contracts).
Fees are Low compared to funds in the same category.
Federated Equity Income Fund, Inc. has an expense ratio of 1.13 percent.
Risk is Low compared to funds in the same category according to Morningstar.