Federated Equity-Income C
5800 Corporate Drive Pittsburgh PA 15237-7000
Map
Phone: 800-341-7400
| Category: | Large Value | | Fund Family: | Federated | | Net Assets: | 47.55M | | Year-to-Date Return: | -16.59% | | Yield: | 2.53% | | Morningstar Rating: |  | | Fund Inception Date: | 04-May-93 |
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John L. Nichol
Lead Manager since
01-Oct-02 | | | Nichol is vice president and senior portfolio manager at Federated Investors, where he is resonsible for leading the equity research effort in the energy and utility sectors. Before joining Federated in September 2000 he was a research analyst and portfolio manager for the Public Employee Retirement System of Ohio from 1992 through August 2000. He was also a certified US thrift regulator for the Department of Treasury. Nichol 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 above average income and capital appreciation. The fund invests primarily in income-producing equity securities, including securities that are convertible into common stocks. The adviser ordinarily selects securities that have a comparatively low volatility in share price relative to the overall equity market and which may provide relatively high dividend income, but may also select securities of companies that offer superior growth prospects. |
| Last Dividend
(24-Sep-08):
| 0.03 | | Last Cap Gain
(24-Dec-07):
| 0.64 | | Annual Holdings Turnover
| 101.00% | | Average for Category:
| 60.52% |
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| Expense | LEICX | Category
Avg | | Total Expense Ratio: | 1.86%
| 1.28% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 1.00%
| 2.67% | | 3 Yr Expense Projection*: |
$594 | $586 | | 5 Yr Expense Projection*: |
$1,021 | $899 | | 10 Yr Expense Projection*: |
$2,212 | $1,767 |
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11.08% Nasdaq 0.00%
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