Federated Total Return Fund Quote
| TLRAX Fund | USD 9.53 0.03 0.32% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Federated Total is trading at 9.53 as of the 2nd of December 2024; that is 0.32 percent up since the beginning of the trading day. The fund's open price was 9.5. Federated Total has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Federated Total Return are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of May 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund pursues its investment objective by investing primarily in U.S. dollar denominated, investment-grade, fixed-income securities. In addition, it may invest in high-yield, non-U.S. dollar denominated, and emerging market fixed- income securities. More on Federated Total Return
Moving together with Federated Mutual Fund
Moving against Federated Mutual Fund
Federated Mutual Fund Highlights
| Fund Concentration | Federated Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Federated (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | November |
Federated Total Return [TLRAX] is traded in USA and was established 2nd of December 2024. Federated Total is listed under Federated category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Federated family. This fund at this time has accumulated 12.73 B in assets with no minimum investment requirementsFederated Total Return is currently producing year-to-date (YTD) return of 1.75% with the current yeild of 0.04%, while the total return for the last 3 years was -2.41%.
Check Federated Total Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Federated Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Federated Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Federated Total Return Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Federated Total Return Risk Profiles
| Mean Deviation | 0.2301 | |||
| Standard Deviation | 0.2997 | |||
| Variance | 0.0898 | |||
| Risk Adjusted Performance | (0.03) |
Federated Total Against Markets
Other Information on Investing in Federated Mutual Fund
Federated Total financial ratios help investors to determine whether Federated Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Federated with respect to the benefits of owning Federated Total security.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Global Correlations Find global opportunities by holding instruments from different markets |