Federated Mid-Cap Index SS Federated Index Trust 5800 Corporate Drive Pittsburgh, PA 15222-3779 Map
Phone: 800-341-7400
| Category: | Mid-Cap Blend | | Fund Family: | Federated | | Net Assets: | 766.93M | | Year-to-Date Return: | -3.23% | | Yield: | 1.01% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Nov-92 |
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Debra L. Jelilian
Lead Manager since
31-Jan-03 | | | Debra Jelilian, Managing Director and portfolio manager, is a member of BlackRock's Quantitative Investments and Transition Management teams. Her service with the firm dates back to 1999, including her years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, she was a member of the Quantitative Investments team. She was also a member of the Quantitative Investment Committee. Prior to joining MLIM in 1999, she worked as a U.S. index fund manager for Bankers Trust. |
| Min Initial Investment: | $25,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks investment results generally corresponding to the aggregate price and dividend performance of the S&P 400 Mid-Cap index. The fund normally invests assets primarily in common stocks included in the S&P 400. It attempts to achieve a 0.95 or better correlation between the performance of the fund, before expenses, and that of the S&P 400. |
| Last Dividend
(24-Dec-09):
| 0.06 | | Last Cap Gain
(8-Dec-08):
| 0.23 | | Annual Holdings Turnover
| 18.00% | | Average for Category:
| 91.38% |
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| Expense | FMDCX | Category Avg | | Total Expense Ratio: | 0.56%
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ 246 | $638 | | 5 Yr Expense Projection*: |
$ 428 | $985 | | 10 Yr Expense Projection*: |
$ 954 | $1,976 |
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