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Mutual Fund Insights: Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX)

In-depth Analysis of Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX)

Mutual fund chart: Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX)

3 months
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1 year
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See Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) performance details as of February 28, 2010

  

    Last Trade: $11.82 on 3/19/2010, Change: -0.02 (-0.17%)

  

Fund Manager - Donald T. Ellenberger

Fund Manager Tenure: 4.8 years   [Similar Funds: FIGKX  FIGTX ]
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Donald T. Ellenberger is vice president and senior portfolio manager, co-head of Government/Mortgage Backed Fixed Income Groups with Federated Investors, his employer since 1996, responsible for portfolio management and research in the government/mortgage-backed fixed income area. Previously Donald T. Ellenberger was a portfolio manager and senior derivatives trader with Mellon Bank.  Get more insights on Donald T. Ellenberger

  

What we like about Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) What we like about Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX)

Data for Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) as of February 28, 2010

  • Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) management has been with Federated US Govt 2-5 Yr Instl Svc Fund for 4.8 years
  • Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) has good mid-term performance (3-year return 6.44% vs 4.65 % Short Government category average)
  • Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) has good Long-term performance (5-year return 5.02% vs 4.02 % Short Government category average)
  • Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) ratio of up-years vs down years is greater than 2
  • Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) has a Morningstar rating of 4 and above
  • Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) has an annual stock turnover rate of 57.00% vs Short Government average of 172.47%. It is good that Federated US Govt 2-5 Yr Instl Svc management does not trade extensively for its return.
  • Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) has a lower management fee than its Short Government average: 0.78% vs 0.88%

  

What we are cautious about Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) What we are cautious about Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX)

Data for Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) as of February 28, 2010

  • Federated US Govt 2-5 Yr Instl Svc Fund is a focused fund with 48.46% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) has a less-than-ideal short-term performance (1-year return 2.71% vs 4.37 % Short Government category average)
  • Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) is less safe compared to its Short Government peers
  • Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) is more volatile than its peers as it has a 3-year Standard Deviation of 4 that is higher than category average of 2.31
  • Even though Federated US Govt 2-5 Yr Instl Svc Fund carries no load, it does have a 0.05% of 12b1 promotion, distributions, marketing expenses
See Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) performance details as of February 28, 2010

  

  

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Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) Net Asset

Track net asset change of Federated US Govt 2-5 Yr Instl Svc fund (FIGIX)

DateNet Asset
02/2010$836.79M
01/2010$133.02M
11/2009$150.50M
More historic net asset information on Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX)

  

Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) Portfolio Allocation

Track portfolio allocation change of Federated US Govt 2-5 Yr Instl Svc fund (FIGIX)

DateCashStockBondOther
09/20093%0%97%0%
06/20090.56%0%99.44%0%
03/20092.85%0%97.15%0%
Click here to see more historic asset allocation information on Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX)

  

Most Recent Top 10 Holdings in Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX)

Discover what Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX) manager is buying

30-Sep-09
US Treasury Bond 8.875% [5.37%]
US Treasury Note 4.125% [5.32%]
Federal Natl Mtg Assn 3% [5.12%]
United States Treas Nts 2.75% [5.09%]
Federal Natl Mtg Assn 5.125% [5.06%]
UNITED STATES TREAS NTS [4.96%]
US Treasury Note 4.25% [4.79%]
Citigroup Fdg Inc Gtd Tlgp 1.375% [4.42%]
United States Treas Nts 1% [4.39%]
US Treasury Note 4% [4.37%]

30-Jun-09
US TREASURY NOTE [6.96%]
US Treasury Bond 8.875% [5.05%]
US Treasury Note 4.125% [5.05%]
FNMA 5.125% [4.87%]
US Treasury Note [4.78%]
US Treasury Note 3.25% [4.71%]
US Treasury Note 4.25% [4.5%]
US Treasury Note 4.875% [4.46%]
Citigroup Fdg Inc Gtd Tlgp 1.375% [4.18%]
US Treasury Note 4% [4.14%]

31-Mar-09
FNMA [8.2%]
US Treasury Bond 8.875% [5.21%]
US Treasury Note 4.125% [5.03%]
US Treasury Note [4.84%]
FNMA 5.125% [4.79%]
US Treasury Note 3% [4.78%]
US Treasury Note [4.71%]
US Treasury Note 4.25% [4.63%]
US Treasury Note 4.875% [4.42%]
US Treasury Note 4% [4.14%]
Click here for Stock Holding Change Map in Federated US Govt 2-5 Yr Instl Svc Fund (FIGIX)

  

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