Literature and Forms

Marketing Materials
Showing 1 through 62 out of 62 total documents
Literature and Forms
Document Name Name / As of Description As Of Actions
Kaufmann Team
October 1 2019
One-page reference sheet of the Federated Kaufmann team which highlights the team's experience and management positions.
October 1 2019
Federated Re-election Dashboard
October 1 2019
A series of economic indicators that have historically been predictive of re-election results
October 1 2019
Federated Recession Dashboard
October 1 2019
We do not see a recession on the immediate horizon
October 1 2019
Fund Declaration - Federated High Yield Bond CIF
September 19 2019
Federated High Yield Bond Collective Investment Fund- Fund Declaration
September 19 2019
Strategic Value Dividend SMA - Income and Lower Downside Risk in a Declining Rate Environment
September 1 2019
Regardless of rate movements or market uncertainty, investors can depend on the Strategic Value Dividend Strategy's steadfast pursuit of a high level of income and lower downside risk.
September 1 2019
Why Dividend Investing
September 1 2019
Dividend income has the potential to provide a distinct advantage when fixed-income yields are low, the outlook for inflation is uncertain and the broader market is volatile.
September 1 2019
In Need of Dividends? - International Strategic Value Dividend Fund
August 31 2019
Highlight of yields, dividend histories and dividend status of dividend-paying companies in Federated International Strategic Value Dividend Fund's portfolio.
August 31 2019
In Need of Dividends? - Strategic Value Dividend Fund
August 31 2019
Highlight of yields, dividend histories and dividend status of dividend-paying companies in Federated Strategic Value Dividend Fund's portfolio.
August 31 2019
Patience is a Virtue
August 20 2019
In light of several recent economic events, this piece addresses the question of “where do we go from here?”.
August 20 2019
An Investor's Guide to Understanding Federated's Money Management
August 1 2019
Overview of Federated's approach to managing money market funds, including process, philosophy and intensive credit analysis.
August 1 2019
Income and Lower Downside Risk in a Declining Rate Environment
August 1 2019
Regardless of rate movements or market uncertainty, investors can depend on Federated Strategic Value Dividend Fund's steadfast pursuit of a high level of income and lower downside risk.
August 1 2019
Uncertainties may represent opportunities during secular bulls
July 19 2019
Uncertainties may represent opportunities during secular bulls
July 19 2019
Kaufmann Small Cap Fund - Focused on Identifying Great Companies Early
June 30 2019
The small-cap growth universe is large, diverse and constantly changing. Federated Kaufmann Small Cap Fund’s knowledgeable, experienced stock pickers seek out only those companies capable of exceptional, long-term growth.
June 30 2019
The Power of Dividends
June 30 2019
An illustration of the Federated Strategic Value Dividend Fund's longstanding ability to deliver on the power of dividend investing.
June 30 2019
Kaufmann Fund Portfolio Holdings
June 30 2019
Kaufmann Fund Portfolio Holdings
June 30 2019
Strategic Value Dividend SMA - History of Lower Downside Risk
June 30 2019
In addition to seeking a substantially higher dividend yield than the broad market, Strategic Value Dividend SMA has historically offered lower downside risk.
June 30 2019
Money Market Investment Profile
June 30 2019
Quarterly snapshot with key statistics on Federated's money market funds: number of funds, assets by fund type, industry standings and leadership record.
June 30 2019
Product Profile: Short-Intermediate Total Return Bond Fund
June 30 2019
Quarterly, in-depth review of Federated Short-Intermediate Total Return Bond Fund performance, characteristics and investment process.
June 30 2019
Product Profile: International Strategic Value Dividend Fund
June 30 2019
Quarterly, in-depth review of Federated International Strategic Value Dividend Fund's performance, characteristics and investment process.
June 30 2019
Product Profile: Strategic Value Dividend Fund
June 30 2019
Quarterly, in-depth review of Federated Strategic Value Dividend Fund performance, characteristics and investment process.
June 30 2019
Product Profile: Bond Fund
June 30 2019
Federated Bond Fund product profile
June 30 2019
Product Profile: Capital Income Fund
June 30 2019
Quarterly, in-depth review of Federated Capital Income Fund's performance, characteristics and investment process.
June 30 2019
Product Profile: Muni and Stock Advantage Fund
June 30 2019
Quarterly, in-depth review of Federated Muni and Stock Advantage's performance, characteristics and investment process.
June 30 2019
Capital Preservation Fund - Operational Guidelines
June 30 2019
Operational Guidelines
June 30 2019
Product Profile: MDT Mid Cap Growth Fund
June 30 2019
Quarterly in-depth review of Federated MDT Mid Cap Growth Fund performance, characteristics and investment process.
June 30 2019
Product Profile: MDT Small Cap Core Fund
June 30 2019
Quarterly in-depth review of Federated MDT Small Cap Core Fund performance, characteristics and investment process.
June 30 2019
Product Profile: MDT Small Cap Growth Fund
June 30 2019
Quarterly, in-depth review of MDT Small Cap Growth Fund performance, characteristics and investment process.
June 30 2019
Global Allocation Fund - Seeking Upside Participation with Limited Downside Risk
June 30 2019
Federated Global Allocation Fund draws upon a diverse set of return drivers to tactically position the portfolio to pursue upside capture during market uptrends and limited downside risk during downtrends, providing the opportunity to generate a more livable balance between risk and return within a client’s overall portfolio.
June 30 2019
Product Profile: MDT All Cap Core Fund
June 30 2019
Quarterly, in-depth review of Federated MDT All Cap Core Fund performance, characteristics and investment process.
June 30 2019
Muni and Stock Advantage Fund - Uniquely Diversified
June 30 2019
In a low-yield environment, investors seek opportunities to pursue income and protect more of it from taxes. Federated Muni and Stock Advantage Fund combines non-AMT municipal bonds with qualified dividend-paying stocks to pursue monthly tax-advantaged income.
June 30 2019
Product Profile: Kaufmann Fund
June 30 2019
Quarterly, in-depth review of Federated Kaufmann Fund performance, characteristics and investment process.
June 30 2019
Product Profile: Kaufmann Large Cap Fund
June 30 2019
Quarterly, in-depth review of Federated Kaufmann Large Cap Fund performance, characteristics and investment process.
June 30 2019
Product Profile: Kaufmann Small Cap Fund
June 30 2019
Quarterly, in-depth review of Federated Kaufmann Small Cap Fund performance, characteristics and investment process.
June 30 2019
Federated Muni and Stock Advantage Fund - History of Lower Downside Risk
June 30 2019
In addition to seeking to provide tax-advantaged income and capital appreciation, Federated Muni and Stock Advantage Fund has historically offered lower downside risk.
June 30 2019
Federated Strategic Value Dividend Fund - History of Lower Downside Risk
June 30 2019
In addition to seeking a substantially higher dividend yield than the broad market, Federated Strategic Value Dividend Fund has historically offered lower downside risk.
June 30 2019
Federated Total Return Bond Fund - History of Lower Downside Risk
June 30 2019
History suggests that, during periods of equity market volatility, a diversified bond portfolio that invests across a broad range of fixed-income sectors can help lessen downside risks.
June 30 2019
Looking to Capture Opportunities and Manage Risk through Various Interest Rate Environments
June 30 2019
One-page overview of Federated Total Return Bond Fund's multi-sector approach to capture opportunities and manage risk.
June 30 2019
Morningstar Notable Performers
June 30 2019
Monthly update listing Federated's 5-star and 4-star Morningstar funds.
June 30 2019
Muni and Stock Advantage Fund - Pursuing Tax-Advantaged Monthly Income with Less Risk
June 30 2019
Four-page brochure focusing on the unique portfolio allocation of Federated Muni and Stock Advantage Fund that offers income and capital appreciation from non-AMT municipal bonds and dividend-paying stocks that qualify for favorable tax treatment.
June 30 2019
Product Profile: Floating Rate Strategic Income Fund
June 30 2019
Quarterly in-depth review of Federated Floating Rate Strategic Income Fund performance, characteristics and investment process.
June 30 2019
Product Profile: Institutional High Yield Bond Fund
June 30 2019
Quarterly in-depth review of Federated Institutional High Yield Bond Fund performance, characteristics and investment process.
June 30 2019
Product Profile: MDT Large Cap Value Fund
June 30 2019
Quarterly in-depth review of Federated MDT Large Cap Value Fund performance, characteristics and investment process.
June 30 2019
Product Profile: Total Return Bond Fund
June 30 2019
Quarterly in-depth review of Federated Total Return Bond Fund performance, characteristics and investment process.
June 30 2019
The Federated Approach to Managing Fixed-Income Investments
June 19 2019
The Federated Approach to Managing Fixed-Income Investments
June 19 2019
Rules to Invest By
June 1 2019
A guide to sound investing principles
June 1 2019
June Newsletter: Trade Negotiations
June 1 2019
Newsletter from the Strategic Value Dividend Fund portfolio management team - Staying Above the Fray: Trade Negotiations.
June 1 2019
Separately Managed Accounts Overview
May 1 2019
May 1 2019
Federated Total Return Bond Fund: Guidelines
April 30 2019
Federated Total Return Bond Fund Guidelines
April 30 2019
Kaufmann Funds-Three ways to pursue growth
April 1 2019
Brochure featuring Federated Kaufmann's intensive, bottom-u[ focus on growth.
April 1 2019
Money Market Fund Disclosure Rules Mitigate Concerns on Gates and Fees
March 31 2019
Overview of the new money market fund disclosure rules.
March 31 2019
Certificates of Deposit: The Real Outcome
March 31 2019
Certificates of Deposit: The Real Outcome
March 31 2019
Tender Offer Funds
March 1 2019
An overview of frequently asked questions about tender offer fund vehicles.
March 1 2019
Runways for growth opportunities abound
March 1 2019
Extraordinary everyday innovations offer opportunities for investors.
March 1 2019
OnPoint: The case for small-cap growth remains solid
March 1 2019
Why should the long-term investor consider small-cap growth stocks? Diversification and performance.
March 1 2019
Corporate Infographic
February 1 2019
February 1 2019
The Potential Income Advantage of Starting with a High Dividend Yield
February 1 2019
The Potential Income Advantage of Starting with a High Dividend Yield
February 1 2019
DFE Non-Filing Letter
January 23 2019
DFE Non-Filing Letter 2017
January 23 2019
Capital Preservation Fund - Direct Filing Entity (DFE) Notification
January 9 2019
Direct Filing Entity Notification
January 9 2019
Asset Class Returns
December 31 2018
At-a-glance chart illustrating annual equity and fixed-income asset class returns since 2009.
December 31 2018
Expand Your Yield Potential: Federated Low-Duration Funds
December 31 2018
To expand your portfolio's yield potential, consider investing in low-duration bond funds.
December 31 2018
A Softer, Friendlier 2019
December 1 2018
December 1 2018
How the digital revolution and millennials will keep driving the secular bull
October 1 2018
Federated believes we are in the midst of a third major industrial revolution - the digital revolution.
October 1 2018
Showing 1 through 62 out of 62 total documents