Federated Equity Income Fund Quote
| FDERX Fund | USD 22.35 0.11 0.49% |
PerformanceWeak
| Odds Of DistressLow
|
Federated Equity is trading at 22.35 as of the 22nd of March 2025; that is 0.49 percent down since the beginning of the trading day. The fund's open price was 22.46. Federated Equity has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund invests primarily in income-producing equity securities. Its holdings ordinarily will be in mid-capitalization to large-capitalization domestic companies, although the fund may invest across all market capitalizations. The fund may also invest, to a lesser extent, in securities of foreign issuers, and may invest in real estate investment trusts and securities of other investment companies. More on Federated Equity Income
Moving against Federated Mutual Fund
Federated Mutual Fund Highlights
| Fund Concentration | Federated Funds, Large Value Funds, Large Value, Federated (View all Sectors) |
| Update Date | 31st of March 2025 |
Federated Equity Income [FDERX] is traded in USA and was established 22nd of March 2025. Federated Equity is listed under Federated category by Fama And French industry classification. The fund is listed under Large Value category and is part of Federated family. This fund currently has accumulated 1.09 B in assets under management (AUM) with no minimum investment requirementsFederated Equity Income is currently producing year-to-date (YTD) return of 0.61% with the current yeild of 0.01%, while the total return for the last 3 years was 5.7%.
Check Federated Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Federated Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Federated Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Federated Equity Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Federated Equity Income Mutual Fund Constituents
| COF | Capital One Financial | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| PH | Parker Hannifin | Stock | Industrials | |
| AVGO | Broadcom | Stock | Information Technology | |
| DIS | Walt Disney | Stock | Communication Services | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| CVX | Chevron Corp | Stock | Energy |
Federated Equity Income Risk Profiles
| Mean Deviation | 0.8001 | |||
| Standard Deviation | 1.57 | |||
| Variance | 2.47 | |||
| Risk Adjusted Performance | (0.10) |
Federated Equity Against Markets
Other Information on Investing in Federated Mutual Fund
Federated Equity financial ratios help investors to determine whether Federated Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Federated with respect to the benefits of owning Federated Equity security.
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