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

Mutual Fund Insights: Federated Intermediate Govt Instl Fund (FLDIX)

In-depth Analysis of Federated Intermediate Govt Instl Fund (FLDIX)

Mutual fund chart: Federated Intermediate Govt Instl Fund (FLDIX)

3 months
6 months
1 year
3 year
5 year

See Federated Intermediate Govt Instl Fund (FLDIX) performance details as of February 28, 2010

  

    Last Trade: $9.79 on 3/19/2010, Change: -0.01 (-0.1%)

  

Fund Manager - Liam OConnell

Fund Manager Tenure: 4.8 years   [Similar Funds: FLDSX ]
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)

  

What we like about Federated Intermediate Govt Instl Fund (FLDIX) What we like about Federated Intermediate Govt Instl Fund (FLDIX)

Data for Federated Intermediate Govt Instl Fund (FLDIX) as of February 28, 2010

  • Federated Intermediate Govt Instl Fund (FLDIX) management has been with Federated Intermediate Govt Instl Fund for 4.8 years
  • Federated Intermediate Govt Instl Fund (FLDIX) has good mid-term performance (3-year return 5.13% vs 4.65 % Short Government category average)
  • Federated Intermediate Govt Instl Fund (FLDIX) has good Long-term performance (5-year return 4.52% vs 4.02 % Short Government category average)
  • Federated Intermediate Govt Instl Fund (FLDIX) ratio of up-years vs down years is greater than 2
  • Federated Intermediate Govt Instl Fund (FLDIX) has a Morningstar rating of 4 and above
  • Federated Intermediate Govt Instl Fund (FLDIX) has an annual stock turnover rate of 46.00% vs Short Government average of 172.47%. It is good that Federated Intermediate Govt Instl management does not trade extensively for its return.
  • Federated Intermediate Govt Instl Fund (FLDIX) has a lower management fee than its Short Government average: 0.30% vs 0.88%
  • Federated Intermediate Govt Instl Fund (FLDIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Federated Intermediate Govt Instl Fund (FLDIX) What we are cautious about Federated Intermediate Govt Instl Fund (FLDIX)

Data for Federated Intermediate Govt Instl Fund (FLDIX) as of February 28, 2010

  • Federated Intermediate Govt Instl Fund is a focused fund with 71.14% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Federated Intermediate Govt Instl Fund (FLDIX) has a less-than-ideal short-term performance (1-year return 3.89% vs 4.37 % Short Government category average)
  • Federated Intermediate Govt Instl Fund (FLDIX) is less safe compared to its Short Government peers
  • Federated Intermediate Govt Instl Fund (FLDIX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.41 that is higher than category average of 2.31
See Federated Intermediate Govt Instl Fund (FLDIX) performance details as of February 28, 2010

  

  

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Federated Intermediate Govt Instl Fund (FLDIX) Net Asset

Track net asset change of Federated Intermediate Govt Instl fund (FLDIX)

DateNet Asset
02/2010$28.72M
01/2010$3.34M
11/2009$3.40M
More historic net asset information on Federated Intermediate Govt Instl Fund (FLDIX)

  

Federated Intermediate Govt Instl Fund (FLDIX) Portfolio Allocation

Track portfolio allocation change of Federated Intermediate Govt Instl fund (FLDIX)

DateCashStockBondOther
09/200918.38%0%81.62%0%
06/200918.84%0%81.16%0%
03/200915.69%0%84.31%0%
Click here to see more historic asset allocation information on Federated Intermediate Govt Instl Fund (FLDIX)

  

Most Recent Top 10 Holdings in Federated Intermediate Govt Instl Fund (FLDIX)

Discover what Federated Intermediate Govt Instl Fund (FLDIX) manager is buying

30-Sep-09
Citigroup Fdg Inc Gtd Tlgp 2.25% [9.87%]
FFCB 2.25% [9.78%]
FNMA CMO [9.67%]
FNMA 0.546% [9.44%]
FNMA CMO [9.26%]
FHLMC 4.5% [7.95%]
US Treasury Note 4.5% [6.95%]
FNMA CMO [6.87%]
Federated Govt Obligs Instl [5.76%]
Citigroup Fdg Inc Fdic Tlgp 2% [5.75%]

30-Jun-09
FHLBA 4.375% [13.24%]
Government Obligations Instl [12.85%]
FNMA CMO [10.73%]
FNMA 0.608% [10.56%]
FFCB 2.25% [10.2%]
FNMA CMO [10.07%]
FHLMC 4.5% [8.21%]
FNMA CMO [7.44%]
US Treasury Note 4.5% [7.26%]
US Treasury Note 3.125% [2.45%]

31-Mar-09
FHLMC [14.9%]
FHLBA 4.375% [10.25%]
FNMA 0.821% [8.66%]
FNMA CMO [8.44%]
FNMA CMO [7.91%]
FFCB 2.25% [7.84%]
FHLMC 4.5% [6.41%]
FNMA CMO [5.82%]
FHLBA [5.46%]
FHLMC [5.38%]
Click here for Stock Holding Change Map in Federated Intermediate Govt Instl Fund (FLDIX)

  

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