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Federated Max-Cap Index Instl (FISPX) Fund Ranking and Research

Ranking, Research and Recommendation of Federated Max-Cap Index Instl (FISPX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Federated Max-Cap Index Instl Fund (FISPX) ManagerFund Manager - Ian L. Miller

Fund Manager Information

Fund Manager Tenure: 7.8 years
Fund Family: Federated
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)

 

Graph of Federated Max-Cap Index Instl Fund (FISPX) ProfileFederated Max-Cap Index Instl Fund (FISPX) Profile

Fund Profile and Description

Federated Max-Cap Index Instl Fund seeks investment results that correspond with the aggregate price and dividend performance of publicly traded common stocks as represented by the S&P 500 Index. Federated Max-Cap Index Instl Fund normally invests primarily in particular stocks in the order of their weighting in the index. It attempts to achieve a 0.95 correlation between its performance and that of the index. Federated Max-Cap Index Instl Fund may invest the balance of assets in stock index futures contracts and options.

 

Federated Max-Cap Index Instl (FISPX) Fund Strength What we like about Federated Max-Cap Index Instl (FISPX) Fund

Data for Federated Max-Cap Index Instl Fund (FISPX) as of May 30, 2016

  • Federated Max-Cap Index Instl Fund (FISPX) management has been with Federated Max-Cap Index Instl Fund for 7.8 years
  • Federated Max-Cap Index Instl Fund (FISPX) has good short-term performance (1-year return 1.57% vs -1.15% Large Blend category median performance)
  • Federated Max-Cap Index Instl Fund (FISPX) has good mid-term performance (3-year return 10.85% vs 9.43% Large Blend category median performance)
  • Federated Max-Cap Index Instl Fund (FISPX) has good Long-term performance (5-year return 11.45% vs 10.15% Large Blend category median performance)
  • Federated Max-Cap Index Instl Fund (FISPX) ratio of up-years vs down years is greater than 2
  • Federated Max-Cap Index Instl Fund (FISPX) has a Morningstar rating of 4 and above
  • Asset base in Federated Max-Cap Index Instl Fund (FISPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Federated Max-Cap Index Instl Fund (FISPX) has an annual stock turnover rate of 31.00% vs Large Blend average of 53.12%. It is good that Federated Max-Cap Index Instl management does not trade extensively for its return.
  • Federated Max-Cap Index Instl Fund (FISPX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.36, lower than category average of 11.67
  • Federated Max-Cap Index Instl Fund (FISPX) has a lower expense ratio than its Large Blend average: 0.35% vs 1.02%
  • Federated Max-Cap Index Instl Fund (FISPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Federated Max-Cap Index Instl Fund (FISPX) Weakness What we are cautious about Federated Max-Cap Index Instl (FISPX) Fund

Data for Federated Max-Cap Index Instl Fund (FISPX) as of May 30, 2016

  • Federated Max-Cap Index Instl Fund (FISPX) is less safe compared to its Large Blend peers
See Federated Max-Cap Index Instl Fund (FISPX) performance details as of May 30, 2016

 

What do you think?

 

Compare Federated Max-Cap Index Instl Fund (FISPX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Federated Max-Cap Index Instl3.561.5710.8511.45
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Federated Max-Cap Index Instl Fund (FISPX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Federated Max-Cap Index Instl Fund (FISPX) Net Asset TrackingFederated Max-Cap Index Instl (FISPX) Fund Net Asset

Track net asset change of Federated Max-Cap Index Instl fund (FISPX)

DateNet Asset
05/2016$487.66M
03/2016$481.52M
02/2016$453.31M
More historic net asset information on Federated Max-Cap Index Instl Fund (FISPX)

  

Graph of Federated Max-Cap Index Instl Fund (FISPX) Portfolio TrackingFederated Max-Cap Index Instl (FISPX) Fund Portfolio Allocation

Track portfolio allocation change of Federated Max-Cap Index Instl fund (FISPX)

DateCashStockBondOther
03/20163.62%96.38%0%0%
12/20155.9%93.98%0%0.12%
09/20155.15%94.85%0%0%
Click here to see more historic asset allocation information on Federated Max-Cap Index Instl Fund (FISPX)

 

graph of Federated Max-Cap Index Instl Fund (FISPX) Top 10 Position TrackingTop 10 Holdings in Federated Max-Cap Index Instl (FISPX) Fund

Discover what Federated Max-Cap Index Instl Fund (FISPX) manager is buying

Mar 30, 2016
Apple Inc. [3.24%]
S&P 500 June16 [2.98%]
Microsoft Corporation [2.35%]
Exxon Mobil Corporation Common [1.87%]
Johnson & Johnson Common Stock [1.61%]
General Electric Company Common [1.54%]
Berkshire Hathaway Inc B [1.43%]
Facebook, Inc. [1.4%]
AT&T Inc. [1.3%]
Amazon.com, Inc. [1.28%]

Dec 30, 2015
Apple Inc. [2.99%]
S&P 500 [2.9%]
Microsoft Corporation [2.26%]
Exxon Mobil Corporation Common [1.66%]
General Electric Company Common [1.49%]
Johnson & Johnson Common Stock [1.45%]
Amazon.com, Inc. [1.36%]
Wells Fargo & Company Common St [1.29%]
JP Morgan Chase & Co. Common St [1.28%]
Facebook, Inc. [1.25%]

Sep 29, 2015
Apple Inc. [3.47%]
S&P 500 Index Future Dec15 [2.36%]
Microsoft Corporation [1.93%]
Exxon Mobil Corporation Common [1.69%]
General Electric Company Common [1.43%]
Johnson & Johnson Common Stock [1.42%]
Berkshire Hathaway Inc Class B [1.34%]
Wells Fargo & Company Common St [1.31%]
JP Morgan Chase & Co. Common St [1.27%]
Amazon.com, Inc. [1.11%]
Click here for Stock Holding Change Map in Federated Max-Cap Index Instl Fund (FISPX)

  

Latest News on Federated Max-Cap Index Instl (FISPX) Fund

See what is happening with Federated Max-Cap Index Instl Fund (FISPX)

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Federated Max-Cap Index Instl Fund (FISPX) Related ResourcesSee more information on Federated Max-Cap Index Instl (FISPX) Fund

Popular pages on Federated Max-Cap Index Instl (FISPX) Fund

  

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