2 / 5 Stars
3 1 5 3 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#123 in Large Value
U.S. News evaluated 329 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 15.55 percent over the past year, 13.81 percent over the past three years, and 17.58 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||3.8%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||17.6%|
|10 Years (Annualized)||N/A|
The investment seeks income and long-term capital appreciation. The fund pursues its investment objective by investing primarily in high dividend yielding common stocks with dividend growth potential. Its security selection process involves screening and prioritizing stocks based on appropriate quantitative statistics. Those companies that rank as highly attractive in the screening process are closely scrutinized for inclusion in the portfolio using bottom-up fundamental proprietary research. The fund may use derivative contracts, such as forward contracts, to manage or hedge the fund's currency exposure.
Fees are Low compared to funds in the same category.
Federated Strategic Value Dividend Fund has an expense ratio of 1.05 percent.
Risk is Low compared to funds in the same category according to Morningstar.