4 / 5 Stars
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 140 Mid-Cap Blend 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 21.89 percent over the past year, 13.79 percent over the past three years, 22.82 percent over the past five years, and 9.50 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.1%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||22.8%|
|10 Years (Annualized)||9.5%|
The investment seeks to provide investment results generally corresponding to the aggregate price and dividend performance of the publicly traded common stocks that comprise the mid-level stock capitalization sector of the U.S. equity market. The fund normally invests its assets primarily in common stocks included in the Standard & Poor's MidCap 400 Index. It may invest in derivatives contracts (such as, for example, futures contracts, option contracts and swap contracts), hybrid instruments or convertible securities to implement its investment strategies.
Fees are Low compared to funds in the same category.
Federated Mid Cap Index Fund has an expense ratio of 0.29 percent.
Risk is Average compared to funds in the same category according to Morningstar.