FEDERATED MAX-CAP Mutual Fund Fund Managers
| FMXKX Fund | USD 7.74 -0.03 -0.39% |
A management-performance review of Federated Max Cap Index provides context for understanding how portfolio construction, mandate discipline, and attribution are shaping the fund's results. The stronger interpretation comes from comparing manager decisions with benchmark-relative behavior and risk-adjusted returns rather than short-term performance alone.
FEDERATED |
| Symbol | FMXKX |
| Name | Federated Max Cap Index |
| Type | Mutual Fund |
| Country | US United States |
| Exchange | NMFQS |
Federated Max Cap Index Leadership information is not available right now. Availability can vary by market and source.
If this Leadership appears incorrect or incomplete, let us know for a review.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Thematic Opportunities
Explore Investment Opportunities
Sector Exposure (%)
The sector mix behind Federated Max Cap Index is useful because diversification can reduce single-sector shocks even when it also moderates upside from a hot theme. Used well, the sector map shows whether the fund is designed for steadier participation or for more directional exposure to a narrower opportunity set.
Instrument Allocation (%)
Top Mutual Fund Constituents
| AAPL | Apple Inc | Stock | |
| AMZN | Amazon Inc | Stock | |
| FB | ProShares Trust ProShares | Etf | |
| GOOG | Alphabet Inc Class C | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| JNJ | Johnson Johnson | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| MSFT | Microsoft | Stock | |
| TSLA | Tesla Inc | Stock | |
| T | ATT Inc | Stock | |
| XOM | Exxon Mobil Corp | Stock |
Outstanding Bonds
| FEDEX P Corp BondUS31428XCA28 | View | |
| FEDEX P Corp BondUS31428XBZ87 | View | |
| FEDEX P Corp BondUS31428XBV73 | View | |
| FEDEX P 42 Corp BondUS31428XBR61 | View | |
| FEDEX P 405 Corp BondUS31428XBQ88 | View | |
| FEDEX P 495 Corp BondUS31428XBS45 | View | |
| FEDEX P Corp BondUS31428XCD66 | View | |
| FEDEX P Corp BondUS31428XCE40 | View |
For Federated Max Cap Index, institutional participation can be supportive or destabilizing depending on whether large holders are building conviction or reducing exposure. Used correctly, the ownership map shows where professional sponsorship may be strong and where exit risk could still be significant.
Net Asset Comparison
Federated Max Cap Index ranks first in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 3.16 Billion. FEDERATED MAX-CAP retains roughly 358.02 Million in net asset claiming about 11% of funds under Large Blend category.
Benchmark Summation
Operator |
This analysis covers sixty-one data points across the selected time horizon. Federated Max Cap Price Series Summation is a cross summation of FEDERATED MAX-CAP price series and its benchmark/peer.
Management Information & Data Sources
Leadership tenure for FEDERATED MAX-CAP frames whether the investment team has guided the fund through multiple market cycles. CEO and CFO turnover often triggers shifts in capital allocation, reporting emphasis, and risk appetite.
Federated Max Cap Index metrics are compiled from fund disclosures and market reference feeds and normalized before display. Not all fields update in real time. Insider and management fields are mapped from published filings and company disclosures.
This content is curated and reviewed by:
Vlad Skutelnik - Macroaxis ContributorFederated Max Cap Annual Yield
In accordance with the recently published financial statements, Federated Max Cap Index has an Annual Yield of 0.0028%. Within the Federated family, this is 99.75% below average. The Large Blend category benchmark is notably above this level, and the broader all United States funds average is notably above.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.