Federated Mid-Cap Index Instl

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.

Key stats

Management firm  Federated
Domicile  United States
Fund Administrator  Federated Administrative Services Inc
Global Branding Name  Federated
Fund currency  USD
Launch Date  2012-01-04
ISIN  US31420E8820
SEDOL  B7136N1
Manager 1 Name  Ian Miller
Fund Strategy  Mid-Cap Blend
Benchmark  S&P MidCap 400 TR
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-08-31
Return - 1 Month  5.05%
Return - 2 Months  0.57 %
Return - 3 Months  4.70%
Return - 6 Months  5.31 %
Return - 9 months  11.44 %
Return - 12 Months  23.29%
Annualized return 24 months  23.42 %
Annualized return 36 months  0.00 %
Annualized return 48 months  0.00 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  21.69%
Return YTD  8.05%

Ratings

Morning Star Rating Date   2014-08-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 120 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Minimum Investment  $1,000,000
Maximum Managment Charge  0.30 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  Federated Investors Funds
Contact Address 2  4000 Ericsson Drive
Contact Address 3  Warrendale, PA 15086-7561
Contact city  Warrendale
Contact country  United States
Fund Admin Group  Federated
Custodian  State Street Bank & Trust Co
Phone  1-800-341-7400

Price

Last Price Date  2014-09-11
Pre-tax nav  29.71
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.13
Price change (percentage)  0.44 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

© 2011 - Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed (save (i) as incidentally necessary in the course of viewing it on-line (ii) in the course of printing off single copies of web pages on which it appears for the use of those authorised to view it on-line), or adapted in any way (3) is not warranted to be accurate, complete or timely. This Morningstar-sourced information is provided to you by GFM Ltd and is at your own risk. You agree that Morningstar and or GFM Ltd are not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. GFM Ltd informs you as follows: (i) The information provided should not form the sole basis of any investment decision (ii) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (iii) past performance is no guarantee of future results; and (iv) the value and income derived from investments can go down as well as up.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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