Fund |
Fund name: Federated American Leaders A
|
Symbol: FALDX
|
Portfolio contains these types of investments:
Sun Microsystems - Novell - GTE - Kimberly-Clark - Motorola - AT & T ABB ADR - First Data - US West - Lexmark Intl CI A -
|
Minimum Investment: $1,500
|
1-Year Profit Projection: N/A
|
Brief fund description:
Federated American Leaders Fund - Class A seeks growth of capital and income. The fund normally invests at least 65% of assets in equities and debt of companies included on the Leaders List, a list of 100 blue-chip companies selected on the basis of fundamental research. Class A shares have front loads; B shares have deferred loads; C shares have level loads; F shares have lower front and deferred loads. Past name: American Leaders Fund. State Bond Diversified Fund and Penn Square Mutual Fund - Class A both merged into the fund.
|
|
|
Expenses
|
Annual expense ratio: 1.16
|
Tax Efficiency: N/A
|
Load Type:
|
Load Percentage: N/A
|
|
|
Performance
|
Performance 3 Months: -2.3
|
Performance Year to Date: -4.5
|
Performance 12 Months: -9.2
|
Performance 3 Years: 10.3
|
Performance 5 Years: 14.8
|
|
|
Additional Comments
|
Fund Features:
N/A
|
Fund Strategy:
N/A
|