Federated Equity Income Fund Quote
| FDERX Fund | USD 24.72 0.29 1.19% |
PerformanceSolid
| Odds Of DistressLow
|
Federated Equity is trading at 24.72 as of the 11th of September 2025; that is 1.19 percent up since the beginning of the trading day. The fund's open price was 24.43. Federated Equity has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 13th of June 2025 and ending today, the 11th of September 2025. Click here to learn more.
The fund invests primarily in income-producing equity securities. Its holdings ordinarily will be in mid-capitalization to large-capitalization domestic companies, although the fund may invest across all market capitalizations. The fund may also invest, to a lesser extent, in securities of foreign issuers, and may invest in real estate investment trusts and securities of other investment companies. More on Federated Equity Income
Moving together with FEDERATED Mutual Fund
FEDERATED Mutual Fund Highlights
| Thematic Idea | Consumer Funds (View all Themes) |
| Fund Concentration | Federated Funds, Large Value Funds, Consumer Funds, Large Value, Federated (View all Sectors) |
| Update Date | 30th of September 2025 |
Federated Equity Income [FDERX] is traded in USA and was established 11th of September 2025. Federated Equity is listed under Federated category by Fama And French industry classification. The fund is listed under Large Value category and is part of Federated family. The entity is thematically classified as Consumer Funds. This fund currently has accumulated 1.09 B in assets under management (AUM) with no minimum investment requirementsFederated Equity Income is currently producing year-to-date (YTD) return of 9.05% with the current yeild of 0.01%, while the total return for the last 3 years was 10.72%.
Check Federated Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on FEDERATED Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding FEDERATED Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Federated Equity Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Federated Equity Income Mutual Fund Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| PFE | Pfizer Inc | Stock | Health Care | |
| AVGO | Broadcom | Stock | Information Technology | |
| COP | ConocoPhillips | Stock | Energy | |
| DIS | Walt Disney | Stock | Communication Services | |
| WFC | Wells Fargo | Stock | Financials | |
| HON | Honeywell International | Stock | Industrials | |
| UNP | Union Pacific | Stock | Industrials |
Federated Equity Income Risk Profiles
| Mean Deviation | 0.4528 | |||
| Semi Deviation | 0.2204 | |||
| Standard Deviation | 0.5853 | |||
| Variance | 0.3425 |
Federated Equity Against Markets
Other Information on Investing in FEDERATED Mutual Fund
Federated Equity financial ratios help investors to determine whether FEDERATED Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in FEDERATED with respect to the benefits of owning Federated Equity security.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |