Federated Capital Income B
Federated Income Securities Trust5800 Corporate DrivePittsburgh, PA 15222-3779
Map
Phone: 800-341-7400
| Category: | Conservative Allocation | | Fund Family: | Federated | | Net Assets: | 562.14M | | Year-to-Date Return: | 2.52% | | Yield: | 4.88% | | Morningstar Rating: |  | | Fund Inception Date: | Oct 11, 1994 |
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John Nichol
Lead Manager since Dec 21, 2000 | | | John L. Nichol, CFA, Vice President, Senior Portfolio Manager. Responsible for portfolio management and research in the domestic equity area. Previous association: Portfolio Manager, P.E.R.S. of Ohio; Certified Federal Thrift Regulator, U.S. Department of Treasury. B.S., M.B.A., Ohio State University. Joined Federated 2000; Investment Experience: 14 Years. |
| Min Initial Investment: | 1,500 | | Min Initial Investment, IRA: | 250 | | Min Initial Investment, AIP: | 50 | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | 100 | | Min Subsequent Investment, AIP: | 50 |
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| The investment seeks current income and long-term growth of income.
The fund pursues its investment objective by investing in both equity and fixed-income securities that have high relative income potential. The fund's investment adviser's ("Adviser") process for selecting equity investments attempts to identify mature, mid- to large-cap value companies and securities with high dividend yields that are likely to maintain and increase their dividends. The Adviser selects fixed-income investments that offer high current yields. |
| Last Dividend
(Apr 23, 2013)
:
| 0.03 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 37.00% | | Average for Category: | 96.51% |
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| Expense | CAPBX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.77% | 0.91% | | Prospectus Net Expense Ratio: | 1.65% | N/A | | Prospectus Gross Expense Ratio: | 2.06% | N/A | | Max 12b1 Fee: | 0.75% | N/A | | Max Front End Sales Load: | N/A | 4.95% | | Max Deferred Sales Load:
| 5.50% | 2.47% | | 3 Yr Expense Projection*: | 1,046 | 594 | | 5 Yr Expense Projection*: | 1,308 | 927 | | 10 Yr Expense Projection*: | 2,197 | 1,857 |
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0.02(0.23%) May 17