Federated Capital Appreciation C
5800 Corporate Drive Pittsburgh PA 15237-7000
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Phone: 800-341-7400
| Category: | Large Blend | | Fund Family: | Federated | | Net Assets: | 86.31M | | Year-to-Date Return: | 12.08% | | Yield: | 0.43% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Jan-96 |
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Carol R. Miller
Lead Manager since
30-Nov-05 | | | Miller joined Federated as a senior vice president and senior portfolio manager in November 2005. She was an adjunct professor of the portfolio management course at Ohio State University from March 2005 until June 2005. From April 2003 until September 2004, Miller served as managing director, Growth Team Leader at Banc One Investment Advisors and from December 1999 until April 2003, she served as director of equity securities at Nationwide Insurance. Miller holds the Charted Financial Analyst designation. |
| Min Initial Investment: | $1,500 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $1,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund normally invests primarily in common stock of companies of domestic companies with large and medium market capitalizations that offer superior growth prospects or of companies whose stock is undervalued. It may also invest in common stocks of foreign issuers (including American Depository Receipts (ADRs). |
| Last Dividend
(29-Dec-08):
| 0.07 | | Last Cap Gain
(16-Nov-07):
| 5.54 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.74% |
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| Expense | CPACX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | 1.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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