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Fund Intelligence | Best Managers | FEUGX Insights | FEUGX Score | FEUGX Performance | FEUGX Manager | FEUGX News | FEUGX Allocation | FEUGX Holdings Change

Mutual Fund Insights: Federated Adjustable Rate Secs Instl Fund (FEUGX)

In-depth Analysis of Federated Adjustable Rate Secs Instl Fund (FEUGX)

Mutual fund chart: Federated Adjustable Rate Secs Instl Fund (FEUGX)

3 months
6 months
1 year
3 year
5 year

See Federated Adjustable Rate Secs Instl Fund (FEUGX) performance details as of January 31, 2010

  

    Last Trade: $9.76 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Todd A. Abraham

Fund Manager Tenure: 14.6 years
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)
Abraham has been a portfolio manager since 1995 and a vice president of Federated Investment Management Company since 1997. He joined Federated in 1993 as an investment analyst and served as assistant vice president from 1995 to 1997. Abraham served as a portfolio analyst at Ryland Mortgage Co. from 1992 to 1993. Abraham holds the Chartered Financial Analyst designation.  Get more insights on Todd A. Abraham

  

What we like about Federated Adjustable Rate Secs Instl Fund (FEUGX) What we like about Federated Adjustable Rate Secs Instl Fund (FEUGX)

Data for Federated Adjustable Rate Secs Instl Fund (FEUGX) as of January 31, 2010

  • Federated Adjustable Rate Secs Instl Fund (FEUGX) management has been with Federated Adjustable Rate Secs Instl Fund for 14.6 years
  • Federated Adjustable Rate Secs Instl Fund (FEUGX) has good mid-term performance (3-year return 4.54% vs 1.75% Ultrashort Bond category average)
  • Federated Adjustable Rate Secs Instl Fund (FEUGX) has good Long-term performance (5-year return 4.12% vs 2.37% Ultrashort Bond category average)
  • Federated Adjustable Rate Secs Instl Fund (FEUGX) ratio of up-years vs down years is greater than 2
  • Federated Adjustable Rate Secs Instl Fund (FEUGX) has a Morningstar rating of 4 and above
  • Federated Adjustable Rate Secs Instl Fund (FEUGX) has an annual stock turnover rate of 36.00% vs Ultrashort Bond average of 126.40%. It is good that Federated Adjustable Rate Secs Instl management does not trade extensively for its return.
  • Federated Adjustable Rate Secs Instl Fund (FEUGX) is less volatile than its peers as it has a 3-year Standard Deviation of 1.55, lower than category average of 2.92
  • Federated Adjustable Rate Secs Instl Fund (FEUGX) has a lower management fee than its Ultrashort Bond average: 0.65% vs 0.74%
  • Federated Adjustable Rate Secs Instl Fund (FEUGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Federated Adjustable Rate Secs Instl Fund (FEUGX) What we are cautious about Federated Adjustable Rate Secs Instl Fund (FEUGX)

Data for Federated Adjustable Rate Secs Instl Fund (FEUGX) as of January 31, 2010

  • Federated Adjustable Rate Secs Instl Fund is a focused fund with 30.69% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Federated Adjustable Rate Secs Instl Fund (FEUGX) has a less-than-ideal short-term performance (1-year return 3.64% vs 6.10% Ultrashort Bond category average)
See Federated Adjustable Rate Secs Instl Fund (FEUGX) performance details as of January 31, 2010

  

  

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Federated Adjustable Rate Secs Instl Fund (FEUGX) Net Asset

Track net asset change of Federated Adjustable Rate Secs Instl fund (FEUGX)

DateNet Asset
01/2010$609.25M
11/2009$516.31M
10/2009$506.68M
More historic net asset information on Federated Adjustable Rate Secs Instl Fund (FEUGX)

  

Federated Adjustable Rate Secs Instl Fund (FEUGX) Portfolio Allocation

Track portfolio allocation change of Federated Adjustable Rate Secs Instl fund (FEUGX)

DateCashStockBondOther
09/20095.1%0%94.9%0%
06/20097.01%0%92.99%0%
03/20099.28%0%90.72%0%
Click here to see more historic asset allocation information on Federated Adjustable Rate Secs Instl Fund (FEUGX)

  

Most Recent Top 10 Holdings in Federated Adjustable Rate Secs Instl Fund (FEUGX)

Discover what Federated Adjustable Rate Secs Instl Fund (FEUGX) manager is buying

30-Sep-09
Federated Govt Obligs Instl [5.1%]
Fannie Mae, Class Fh, 1.096% [4.2%]
FNMA FRN [3.33%]
FNMA FRN [2.79%]
FNMA CMO [2.67%]
FNMA FRN [2.67%]
FNMA CMO [2.45%]
FHLMC 4.5% [2.09%]
FNMA [2.02%]
Federal National Mortgage Association Arm, 2.100%, [1.99%]

30-Jun-09
Government Obligations Instl [7.01%]
FNMA CMO [3.95%]
FNMA FRN [3.81%]
FNMA [2.91%]
Fnma 2.540% [2.82%]
FHLMC FRN [2.51%]
FHLMC 5.5% [2.39%]
FNMA CMO [2.39%]
FHLMC [2.37%]
Fnma 5% [2.09%]

31-Mar-09
FNMA CMO [5.01%]
FHLMC FRN [4.15%]
FNMA [3.38%]
FNMA FRN [3.2%]
FNMA FRN [3.12%]
FNMA FRN [3.12%]
FHLMC FRN [2.84%]
FHLMC FRN [2.72%]
FHLMC FRN [2.71%]
FHLMC FRN [2.65%]
Click here for Stock Holding Change Map in Federated Adjustable Rate Secs Instl Fund (FEUGX)

  

Related books and products to Federated Adjustable Rate Secs Instl Fund (FEUGX)

  

Latest News on Federated Adjustable Rate Secs Instl (FEUGX)

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