Federated Market Opportunity A 5800 Corporate Drive Pittsburgh PA 15237-7000 Map
Phone: 800-341-7400
| Category: | Conservative Allocation | | Fund Family: | Federated | | Net Assets: | 834.16M | | Year-to-Date Return: | 5.12% | | Yield: | 4.12% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Dec-00 |
|
Steven J. Lehman
Lead Manager since
04-Dec-00 | | | Lehman joined Federated in May 1997 as a portfolio manager and vice president of the fund's adviser. He has been a senior portfolio manager since 1998 and a senior vice president of the fund's adviser since January 2005. From 1986 to May 1997, Mr. Lehman served as a portfolio manager, then vice president/senior portfolio manager, at First Chicago NBD. Lehman holds the Chartered 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 |
|
| |
| The investment seeks absolute returns. The fund primarily invests in domestic and foreign securities that the Adviser deems to be undervalued or out of favor. The Adviser can position it with respect to various asset classes or individual securities in a net long or a net short position. The asset allocation is based on valuation, sentiment, and technical considerations. The fund may invest in commodities by investing in a derivative or other hybrid instrument whose price depends upon the movement of an underlying commodity or by the performance of a commodity index. |
| Last Dividend
(27-Mar-09):
| 0.02 | | Last Cap Gain
(16-Nov-05):
| 0.80 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.40% |
|
| Expense | FMAAX | Category Avg | | Total Expense Ratio: | 1.24%
| 0.86% | | Max 12b1 Fee: | 0.05%
| N/A | | Max Front End Sales Load: | 5.50%
| 4.94% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ 1,056 | $638 | | 5 Yr Expense Projection*: |
$ 1,422 | $979 | | 10 Yr Expense Projection*: |
$ 2,448 | $1,930 |
|
|