Federated Market Opportunity A
5800 Corporate Drive Pittsburgh PA 15237-7000
Map
Phone: 800-341-7400
| Category: | Conservative Allocation | | Fund Family: | Federated | | Net Assets: | 995.83M | | Year-to-Date Return: | 5.07% | | Yield: | 4.45% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Dec-00 |
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Steven J. Lehman
Lead Manager since
04-Dec-00 | | | Lehman joined Federated in May 1997 as a portfolio manager and vice president of the funds adviser. He has been a senior portfolio manager since 1998 and a senior vice president of the funds 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 |
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| The investment seeks moderate capital appreciation and high current income. The fund normally invests in equity securities that are undervalued or out-of-favor, or securities that the adviser believes are attractive due to their income-producing potential. It generally purchases convertible securities and REITs to provide total return and/or to enhance its income. The fund may invest a portion of its assets in foreign securities. |
| Last Dividend
(27-Jun-08):
| 0.11 | | Last Cap Gain
(16-Nov-05):
| 0.80 | | Annual Holdings Turnover
| 79.00% | | Average for Category:
| 54.01% |
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| Expense | FMAAX | Category
Avg | | Total Expense Ratio: | 1.22%
| 0.98% | | Max 12b1 Fee: | 0.05%
| N/A | | Max Front End Sales Load: | 5.50%
| 4.94% | | Max Deferred Sales Load: | 0.00%
| 2.79% | | 3 Yr Expense Projection*: |
$954 | $734 | | 5 Yr Expense Projection*: |
$1,249 | $1,140 | | 10 Yr Expense Projection*: |
$2,085 | $2,202 |
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