Mutual Fund Insights: Federated Stock Fund (FSTKX)

In-depth Analysis of Federated Stock Fund (FSTKX)

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See Federated Stock Fund (FSTKX) performance details as of January 31, 2010

  

Last Trade: $21.53 on 3/19/2010, Change: -0.06 (-0.28%)

Experiment our closing price forecasting tool for Federated Stock Fund (FSTKX) (alpha release)

  

Fund Manager - Walter C. Bean

Fund Manager Tenure: 1.6 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Bean is senior vice president, head of Income and Value Equity Management Teams, senior portfolio manager. Responsible for portfolio management and research in the domestic equity areas. Previous associations include various investment management and research positions with C.S. McKee & Company, First Chicago Investment Advisors, CIGNA Investment Advisors and Mellon Bank. Joined Federated 2000, Investment Experience: 39 Years. Bean holds the Chartered Financial Analyst desiganation.  Get more insights on Walter C. Bean

  

 What we like about Federated Stock Fund (FSTKX)

Data for Federated Stock Fund (FSTKX) as of January 31, 2010

• Federated Stock Fund (FSTKX) has good mid-term performance (3-year return -7.33% vs -8.60% Large Value category average)
• Federated Stock Fund (FSTKX) has good Long-term performance (5-year return 0.24% vs -0.19% Large Value category average)
• Federated Stock Fund (FSTKX) ratio of up-years vs down years is greater than 2
• Federated Stock Fund (FSTKX) has a Morningstar rating of 4 and above
• Federated Stock Fund (FSTKX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.36, lower than category average of 20.74
• Federated Stock Fund (FSTKX) has a lower management fee than its Large Value average: 0.99% vs 1.28%
• Federated Stock Fund (FSTKX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Federated Stock Fund (FSTKX)

Data for Federated Stock Fund (FSTKX) as of January 31, 2010

• Federated Stock Fund (FSTKX) management has been with Federated Stock Fund for only 1.6 years, it is hard to judge manager's ability based on this fund's operation record
• Federated Stock Fund is a focused fund with 42.04% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Federated Stock Fund (FSTKX) has a less-than-ideal short-term performance (1-year return 29.83% vs 32.89% Large Value category average)
• Federated Stock Fund (FSTKX) has an annual stock turnover rate of 187.00% that is higher than the Large Value average of 69.44%. This could mean Federated Stock is more nimble, but also signal potential high tax impact and high trading fees

See Federated Stock Fund (FSTKX) performance details as of January 31, 2010

  

  

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Federated Stock Fund (FSTKX) Net Asset

Track net asset change of Federated Stock fund (FSTKX)

Date	Net Asset
01/2010	$255.48M
11/2009	$265.44M
10/2009	$256.02M

More historic net asset information on Federated Stock Fund (FSTKX)

  

Federated Stock Fund (FSTKX) Portfolio Allocation

Track portfolio allocation change of Federated Stock fund (FSTKX)

Date	Cash	Stock	Bond	Other
09/2009	1.23%	98.77%	0%	0%
06/2009	1.53%	98.47%	0%	0%
03/2009	3.18%	96.82%	0%	0%

Click here to see more historic asset allocation information on Federated Stock Fund (FSTKX)

  

Most Recent Top 10 Holdings in Federated Stock Fund (FSTKX)

Discover what Federated Stock Fund (FSTKX) manager is buying

30-Sep-09 PROCTER GAMBLE CO [4.31%] CHEVRON CORP [4.29%] GOLDMAN SACHS GRP [4.28%] CONOCOPHILLIPS [4.25%] EXXON MOBIL CP [4.25%] CHUBB CP THE [4.24%] SEMPRA ENERGY [4.14%] NORFOLK SO CP [3.75%] MARATHON OIL CORP [3.72%] GAP INC [2.2%]

30-Jun-09 Sears Holdings Corporation [4.69%] SEMPRA ENERGY [4.56%] NORFOLK SO CP [4.33%] CHEVRON CORP [4.24%] PROCTER GAMBLE CO [4.21%] CONOCOPHILLIPS [4.17%] MARATHON OIL CORP [3.98%] EXXON MOBIL CP [3.74%] THE TRAVELERS CO [3.67%] NOBLE CORP (NEW) [3.03%]

31-Mar-09 CHEVRON CORP [4.6%] AT&T INC. [4.59%] EXXON MOBIL CP [4.47%] VERIZON COMMUN [3.58%] JP MORGAN CHASE CO [3.55%] JOHNSON AND JOHNS DC [3.53%] WAL MART STORES [3.17%] DUKE ENERGY CP HL CO [2.78%] INTL BUSINESS MACH [2.77%] BRISTOL MYERS SQIBB [2.62%]

Click here for Stock Holding Change Map in Federated Stock Fund (FSTKX)

  

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Books and Resources

 

 

See more information on Federated Stock Fund (FSTKX)

• Federated Stock Fund Insights
• Federated Stock Fund Performance Data
• Federated Stock Fund News
• Federated Stock Fund Score Explaination
• Federated Stock Fund Manager Information
• Historic Federated Stock Fund Asset Allocation Report
• Historic Federated Stock Fund Top 10 Holding Tracking
• Historic Federated Stock Fund Asset Under Management Tracking