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

Mutual Fund Insights: Federated Ultrashort Bond A Fund (FULAX)

In-depth Analysis of Federated Ultrashort Bond A Fund (FULAX)

Mutual fund chart: Federated Ultrashort Bond A Fund (FULAX)

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See Federated Ultrashort Bond A Fund (FULAX) performance details as of January 31, 2010

  

    Last Trade: $9.15 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Randall S. Bauer

Fund Manager Tenure: 11.4 years   [Similar Funds: FULBX  FULIX ]
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Randall S. Bauer, CFA, Vice President, Senior Portfolio Manager. Responsible for portfolio management and research in the investment-grade fixed income areas. Previous association: Assistant Vice President, Credit Policy Division and International Banking, PNC Bank Corp. B.A., University of Pennsylvania; M.B.A., The Pennsylvania State University. Professional affiliation: Member, CFA Society of Pittsburgh. Joined Federated 1989; Investment Experience: 24 Years.  Get more insights on Randall S. Bauer

  

What we like about Federated Ultrashort Bond A Fund (FULAX) What we like about Federated Ultrashort Bond A Fund (FULAX)

Data for Federated Ultrashort Bond A Fund (FULAX) as of January 31, 2010

  • Federated Ultrashort Bond A Fund (FULAX) management has been with Federated Ultrashort Bond A Fund for 11.4 years
  • Federated Ultrashort Bond A Fund (FULAX) has good short-term performance (1-year return 8.33% vs 6.10% Ultrashort Bond category average)
  • Federated Ultrashort Bond A Fund (FULAX) has good mid-term performance (3-year return 2.40% vs 1.75% Ultrashort Bond category average)
  • Federated Ultrashort Bond A Fund (FULAX) has good Long-term performance (5-year return 2.79% vs 2.37% Ultrashort Bond category average)
  • Federated Ultrashort Bond A Fund (FULAX) ratio of up-years vs down years is greater than 2
  • Federated Ultrashort Bond A Fund (FULAX) has an annual stock turnover rate of 41.00% vs Ultrashort Bond average of 126.40%. It is good that Federated Ultrashort Bond A management does not trade extensively for its return.
  • Federated Ultrashort Bond A Fund (FULAX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.34, lower than category average of 2.92

  

What we are cautious about Federated Ultrashort Bond A Fund (FULAX) What we are cautious about Federated Ultrashort Bond A Fund (FULAX)

Data for Federated Ultrashort Bond A Fund (FULAX) as of January 31, 2010

  • Federated Ultrashort Bond A Fund is a focused fund with 33.61% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Federated Ultrashort Bond A Fund (FULAX) has a Morningstar rating of 3 and below
  • Federated Ultrashort Bond A Fund (FULAX) is less safe compared to its Ultrashort Bond peers
  • Federated Ultrashort Bond A Fund (FULAX) has a higher management fee of 0.93% than its Ultrashort Bond average of 0.74%
  • Federated Ultrashort Bond A Fund (FULAX) carries a 2% load
See Federated Ultrashort Bond A Fund (FULAX) performance details as of January 31, 2010

  

  

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Federated Ultrashort Bond A Fund (FULAX) Net Asset

Track net asset change of Federated Ultrashort Bond A fund (FULAX)

DateNet Asset
01/2010$166.20M
11/2009$127.17M
10/2009$115.44M
More historic net asset information on Federated Ultrashort Bond A Fund (FULAX)

  

Federated Ultrashort Bond A Fund (FULAX) Portfolio Allocation

Track portfolio allocation change of Federated Ultrashort Bond A fund (FULAX)

DateCashStockBondOther
09/200928.96%0%69.19%1.85%
06/200926.96%0%72.37%0.67%
03/200923.68%0%76.26%0.06%
Click here to see more historic asset allocation information on Federated Ultrashort Bond A Fund (FULAX)

  

Most Recent Top 10 Holdings in Federated Ultrashort Bond A Fund (FULAX)

Discover what Federated Ultrashort Bond A Fund (FULAX) manager is buying

30-Sep-09
Federated Prime Value Obligations Instl [20.92%]
High Yield Bond Portfolio [2.81%]
Federated Mortgage Core Portfolio [2.8%]
Ba Credit Card Tr 2007-1b FRN [1.17%]
Wells Fargo Heq 2006-1 FRN [1.17%]
Ba Credit Card Tr 2007-5b FRN [1.09%]
Emerging Markets Fixed Income Core Fund [0.94%]
Americredit Auto Rec 2007-A-X FRN [0.93%]
Bmw Veh Lease Tr Talf 2009-1 2.91% [0.92%]
FEDERATED CORE TR III [0.9%]

30-Jun-09
Prime Value Obligations Instl [19.65%]
Federated Mortgage Core Portfolio [3.6%]
FHLMC [2.81%]
High Yield Bond Portfolio [2.73%]
Bmw Veh Lease Tr Talf 2009-1 2.91% [1.19%]
Hyundai Auto Recv Tr 2006-B 5.15% [1.14%]
FNMA CMO [1.11%]
FNMA FRN [1.11%]
Mbna Master Cc Tr Ii 2002-8a FRN [1.1%]
Amer Express Credit 2006-B FRN [1.08%]

31-Mar-09
Federated Mortgage Core Portfolio [5.68%]
FHLMC [5.43%]
High Yield Bond Portfolio [2.1%]
FNMA FRN [1.66%]
Hyundai Auto Recv Tr 2006-B 5.15% [1.64%]
FNMA 2.875% [1.63%]
Natl City Cc Mt 2005-1 FRN [1.5%]
FNMA FRN [1.29%]
Reed Elsevier Cap FRN [1.23%]
Citibank Ccmt 2004-A7 FRN [1.23%]
Click here for Stock Holding Change Map in Federated Ultrashort Bond A Fund (FULAX)

  

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