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Critical Facts You Need to Know About Preferred Stocks
Have you ever wished for the safety of bonds, but the return potential...
Name
As of 05/06/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
YTD Return
3.0%
1 yr return
10.8%
3 Yr Avg Return
0.5%
5 Yr Avg Return
4.8%
Net Assets
$694 M
Holdings in Top 10
56.1%
Expense Ratio 1.11%
Front Load 1.00%
Deferred Load N/A
Turnover 57.00%
Redemption Fee N/A
Standard (Taxable)
$1,500
IRA
$250
Fund Type
Open End Mutual Fund
Name
As of 05/06/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Period | CAPFX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 3.0% | -1.0% | 11.6% | 17.14% |
1 Yr | 10.8% | -1.4% | 29.4% | 9.39% |
3 Yr | 0.5%* | -15.3% | 5.2% | 37.44% |
5 Yr | 4.8%* | -4.6% | 7.3% | 27.56% |
10 Yr | 3.4%* | -0.1% | 8.6% | 69.31% |
* Annualized
Period | CAPFX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 6.7% | -1.3% | 27.4% | 48.12% |
2022 | -15.5% | -35.0% | -7.4% | 32.30% |
2021 | 6.1% | -11.5% | 14.6% | 12.90% |
2020 | 5.5% | -10.3% | 40.7% | 45.50% |
2019 | 11.5% | -9.5% | 22.1% | 26.72% |
Period | CAPFX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 3.0% | -1.0% | 11.6% | 17.14% |
1 Yr | 10.8% | -1.4% | 29.4% | 9.39% |
3 Yr | 0.5%* | -15.3% | 5.2% | 37.44% |
5 Yr | 4.8%* | -4.6% | 7.3% | 27.56% |
10 Yr | 3.4%* | -0.1% | 8.6% | 69.31% |
* Annualized
Period | CAPFX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 10.2% | -1.3% | 28.2% | 50.70% |
2022 | -12.6% | -35.0% | -3.1% | 41.09% |
2021 | 9.7% | -11.5% | 32.0% | 19.71% |
2020 | 9.5% | -5.4% | 40.7% | 46.79% |
2019 | 15.7% | 4.5% | 27.7% | 34.66% |
CAPFX | Category Low | Category High | CAPFX % Rank | |
---|---|---|---|---|
Net Assets | 694 M | 244 K | 50.8 B | 42.62% |
Number of Holdings | 295 | 3 | 5294 | 27.46% |
Net Assets in Top 10 | 389 M | 243 K | 10.1 B | 39.44% |
Weighting of Top 10 | 56.09% | 6.4% | 127.7% | 65.64% |
Weighting | Return Low | Return High | CAPFX % Rank | |
---|---|---|---|---|
Stocks | 81.91% | 0.00% | 102.36% | 55.74% |
Bonds | 16.32% | 0.00% | 80.16% | 36.30% |
Preferred Stocks | 1.31% | 0.00% | 21.95% | 7.51% |
Convertible Bonds | 0.44% | 0.00% | 71.77% | 82.94% |
Cash | 0.36% | -35.68% | 37.58% | 67.84% |
Other | 0.10% | -0.44% | 63.55% | 34.04% |
Weighting | Return Low | Return High | CAPFX % Rank | |
---|---|---|---|---|
Healthcare | 16.00% | 0.00% | 24.25% | 7.88% |
Financial Services | 15.52% | 0.00% | 83.50% | 34.84% |
Technology | 12.12% | 0.22% | 27.92% | 75.42% |
Energy | 9.43% | 0.00% | 62.93% | 8.83% |
Industrials | 8.31% | 0.14% | 17.90% | 87.83% |
Communication Services | 8.15% | 0.00% | 11.11% | 19.33% |
Consumer Defense | 8.06% | 0.00% | 18.62% | 32.22% |
Utilities | 7.72% | 0.00% | 48.33% | 10.50% |
Consumer Cyclical | 6.73% | 0.00% | 14.20% | 69.45% |
Real Estate | 6.39% | 0.00% | 43.16% | 42.96% |
Basic Materials | 1.58% | 0.00% | 32.82% | 97.85% |
Weighting | Return Low | Return High | CAPFX % Rank | |
---|---|---|---|---|
US | 81.50% | 0.00% | 102.36% | 55.87% |
Non US | 0.41% | 0.00% | 23.57% | 26.53% |
Weighting | Return Low | Return High | CAPFX % Rank | |
---|---|---|---|---|
Corporate | 42.15% | 0.00% | 96.66% | 32.46% |
Government | 25.95% | 0.00% | 63.33% | 55.69% |
Securitized | 18.40% | 0.00% | 52.08% | 43.13% |
Derivative | 0.00% | -0.44% | 63.54% | 27.70% |
Cash & Equivalents | 0.00% | 0.00% | 36.70% | 72.07% |
Municipal | 0.00% | 0.00% | 99.85% | 77.01% |
Weighting | Return Low | Return High | CAPFX % Rank | |
---|---|---|---|---|
US | 16.32% | 0.00% | 80.16% | 35.92% |
Non US | 0.00% | 0.00% | 18.69% | 27.70% |
CAPFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.11% | 0.06% | 7.81% | 33.96% |
Management Fee | 0.60% | 0.00% | 1.25% | 87.32% |
12b-1 Fee | 0.00% | 0.00% | 1.00% | 1.25% |
Administrative Fee | 0.10% | 0.01% | 0.70% | 46.67% |
CAPFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | 1.00% | 1.00% | 5.75% | 98.53% |
Deferred Load | N/A | 1.00% | 5.00% | N/A |
CAPFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 0.00% | 2.00% | N/A |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
CAPFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 57.00% | 2.00% | 380.00% | 72.96% |
CAPFX | Category Low | Category High | CAPFX % Rank | |
---|---|---|---|---|
Dividend Yield | 2.89% | 0.00% | 8.01% | 36.07% |
CAPFX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Annual | Monthly | Quarterly |
CAPFX | Category Low | Category High | CAPFX % Rank | |
---|---|---|---|---|
Net Income Ratio | 3.38% | -1.22% | 6.83% | 9.74% |
CAPFX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Date | Amount | Type |
---|---|---|
Apr 25, 2024 | $0.020 | OrdinaryDividend |
Mar 26, 2024 | $0.021 | OrdinaryDividend |
Feb 27, 2024 | $0.026 | OrdinaryDividend |
Jan 25, 2024 | $0.020 | OrdinaryDividend |
Dec 29, 2023 | $0.027 | OrdinaryDividend |
Dec 01, 2023 | $0.030 | OrdinaryDividend |
Oct 25, 2023 | $0.020 | OrdinaryDividend |
Sep 26, 2023 | $0.021 | OrdinaryDividend |
Aug 25, 2023 | $0.026 | OrdinaryDividend |
Jul 25, 2023 | $0.019 | OrdinaryDividend |
Jun 27, 2023 | $0.020 | OrdinaryDividend |
May 25, 2023 | $0.028 | OrdinaryDividend |
Apr 25, 2023 | $0.019 | OrdinaryDividend |
Mar 27, 2023 | $0.021 | OrdinaryDividend |
Feb 27, 2023 | $0.026 | OrdinaryDividend |
Jan 25, 2023 | $0.018 | OrdinaryDividend |
Dec 30, 2022 | $0.025 | OrdinaryDividend |
Dec 01, 2022 | $0.026 | OrdinaryDividend |
Oct 25, 2022 | $0.034 | OrdinaryDividend |
Sep 27, 2022 | $0.021 | OrdinaryDividend |
Aug 25, 2022 | $0.028 | OrdinaryDividend |
Jul 26, 2022 | $0.019 | OrdinaryDividend |
Jun 27, 2022 | $0.020 | OrdinaryDividend |
May 25, 2022 | $0.026 | OrdinaryDividend |
Apr 26, 2022 | $0.020 | OrdinaryDividend |
Mar 25, 2022 | $0.024 | OrdinaryDividend |
Feb 25, 2022 | $0.024 | OrdinaryDividend |
Dec 31, 2021 | $0.022 | OrdinaryDividend |
Dec 01, 2021 | $0.026 | OrdinaryDividend |
Oct 26, 2021 | $0.018 | OrdinaryDividend |
Sep 27, 2021 | $0.025 | OrdinaryDividend |
Aug 25, 2021 | $0.048 | OrdinaryDividend |
Jul 27, 2021 | $0.020 | OrdinaryDividend |
Jun 25, 2021 | $0.020 | OrdinaryDividend |
May 25, 2021 | $0.029 | OrdinaryDividend |
Apr 27, 2021 | $0.021 | OrdinaryDividend |
Mar 25, 2021 | $0.022 | OrdinaryDividend |
Feb 25, 2021 | $0.031 | OrdinaryDividend |
Jan 26, 2021 | $0.017 | OrdinaryDividend |
Dec 31, 2020 | $0.031 | OrdinaryDividend |
Dec 01, 2020 | $0.022 | OrdinaryDividend |
Oct 27, 2020 | $0.025 | OrdinaryDividend |
Sep 25, 2020 | $0.024 | OrdinaryDividend |
Aug 25, 2020 | $0.024 | OrdinaryDividend |
Jul 27, 2020 | $0.024 | OrdinaryDividend |
Jun 25, 2020 | $0.024 | OrdinaryDividend |
May 27, 2020 | $0.028 | OrdinaryDividend |
Apr 27, 2020 | $0.019 | OrdinaryDividend |
Mar 25, 2020 | $0.018 | OrdinaryDividend |
Feb 25, 2020 | $0.026 | OrdinaryDividend |
Jan 27, 2020 | $0.027 | OrdinaryDividend |
Dec 31, 2019 | $0.024 | OrdinaryDividend |
Dec 02, 2019 | $0.029 | OrdinaryDividend |
Oct 25, 2019 | $0.022 | OrdinaryDividend |
Sep 25, 2019 | $0.025 | OrdinaryDividend |
Aug 27, 2019 | $0.025 | OrdinaryDividend |
Jul 25, 2019 | $0.024 | OrdinaryDividend |
Jun 25, 2019 | $0.026 | OrdinaryDividend |
May 28, 2019 | $0.026 | OrdinaryDividend |
Apr 25, 2019 | $0.022 | OrdinaryDividend |
Mar 26, 2019 | $0.024 | OrdinaryDividend |
Feb 26, 2019 | $0.025 | OrdinaryDividend |
Jan 25, 2019 | $0.021 | OrdinaryDividend |
Dec 31, 2018 | $0.022 | OrdinaryDividend |
Dec 03, 2018 | $0.028 | OrdinaryDividend |
Oct 25, 2018 | $0.021 | OrdinaryDividend |
Sep 25, 2018 | $0.027 | OrdinaryDividend |
Aug 27, 2018 | $0.027 | OrdinaryDividend |
Jul 25, 2018 | $0.032 | OrdinaryDividend |
Jun 26, 2018 | $0.026 | OrdinaryDividend |
May 25, 2018 | $0.033 | OrdinaryDividend |
Apr 25, 2018 | $0.028 | OrdinaryDividend |
Mar 27, 2018 | $0.030 | OrdinaryDividend |
Feb 27, 2018 | $0.023 | OrdinaryDividend |
Jan 25, 2018 | $0.023 | OrdinaryDividend |
Dec 29, 2017 | $0.033 | OrdinaryDividend |
Dec 01, 2017 | $0.026 | OrdinaryDividend |
Oct 25, 2017 | $0.024 | OrdinaryDividend |
Sep 26, 2017 | $0.022 | OrdinaryDividend |
Aug 25, 2017 | $0.047 | OrdinaryDividend |
Jul 25, 2017 | $0.022 | OrdinaryDividend |
Jun 27, 2017 | $0.024 | OrdinaryDividend |
May 25, 2017 | $0.028 | OrdinaryDividend |
Apr 25, 2017 | $0.022 | OrdinaryDividend |
Mar 27, 2017 | $0.022 | OrdinaryDividend |
Feb 27, 2017 | $0.025 | OrdinaryDividend |
Jan 25, 2017 | $0.022 | OrdinaryDividend |
Dec 30, 2016 | $0.032 | OrdinaryDividend |
Dec 01, 2016 | $0.026 | OrdinaryDividend |
Oct 25, 2016 | $0.022 | OrdinaryDividend |
Sep 27, 2016 | $0.019 | OrdinaryDividend |
Aug 25, 2016 | $0.037 | OrdinaryDividend |
Jul 26, 2016 | $0.024 | OrdinaryDividend |
Jun 27, 2016 | $0.025 | OrdinaryDividend |
May 25, 2016 | $0.033 | OrdinaryDividend |
Apr 26, 2016 | $0.023 | OrdinaryDividend |
Mar 28, 2016 | $0.031 | OrdinaryDividend |
Feb 25, 2016 | $0.030 | OrdinaryDividend |
Jan 26, 2016 | $0.023 | OrdinaryDividend |
Dec 31, 2015 | $0.067 | OrdinaryDividend |
Dec 01, 2015 | $0.035 | OrdinaryDividend |
Oct 27, 2015 | $0.024 | OrdinaryDividend |
Sep 25, 2015 | $0.026 | OrdinaryDividend |
Aug 25, 2015 | $0.030 | OrdinaryDividend |
Jul 27, 2015 | $0.030 | OrdinaryDividend |
Jun 25, 2015 | $0.027 | OrdinaryDividend |
May 27, 2015 | $0.042 | OrdinaryDividend |
Apr 27, 2015 | $0.031 | OrdinaryDividend |
Mar 25, 2015 | $0.028 | OrdinaryDividend |
Feb 25, 2015 | $0.038 | OrdinaryDividend |
Jan 27, 2015 | $0.034 | OrdinaryDividend |
Dec 31, 2014 | $0.041 | OrdinaryDividend |
Dec 01, 2014 | $0.052 | OrdinaryDividend |
Oct 27, 2014 | $0.033 | OrdinaryDividend |
Sep 25, 2014 | $0.039 | OrdinaryDividend |
Aug 26, 2014 | $0.041 | OrdinaryDividend |
Jul 25, 2014 | $0.033 | OrdinaryDividend |
Jun 25, 2014 | $0.038 | OrdinaryDividend |
May 28, 2014 | $0.045 | OrdinaryDividend |
Apr 25, 2014 | $0.030 | OrdinaryDividend |
Mar 25, 2014 | $0.035 | OrdinaryDividend |
Feb 25, 2014 | $0.085 | OrdinaryDividend |
Jan 27, 2014 | $0.037 | OrdinaryDividend |
Dec 31, 2013 | $0.043 | OrdinaryDividend |
Dec 02, 2013 | $0.037 | OrdinaryDividend |
Oct 25, 2013 | $0.032 | OrdinaryDividend |
Sep 25, 2013 | $0.042 | OrdinaryDividend |
Aug 27, 2013 | $0.041 | OrdinaryDividend |
Jul 25, 2013 | $0.031 | OrdinaryDividend |
Jun 25, 2013 | $0.047 | OrdinaryDividend |
May 28, 2013 | $0.045 | OrdinaryDividend |
Apr 25, 2013 | $0.036 | OrdinaryDividend |
Mar 26, 2013 | $0.033 | OrdinaryDividend |
Feb 26, 2013 | $0.036 | OrdinaryDividend |
Jan 25, 2013 | $0.028 | OrdinaryDividend |
Dec 31, 2012 | $0.057 | OrdinaryDividend |
Dec 03, 2012 | $0.037 | OrdinaryDividend |
Oct 25, 2012 | $0.028 | OrdinaryDividend |
Sep 25, 2012 | $0.044 | OrdinaryDividend |
Aug 27, 2012 | $0.035 | OrdinaryDividend |
Jul 25, 2012 | $0.032 | OrdinaryDividend |
Jun 26, 2012 | $0.059 | OrdinaryDividend |
May 25, 2012 | $0.040 | OrdinaryDividend |
Apr 25, 2012 | $0.032 | OrdinaryDividend |
Mar 27, 2012 | $0.036 | OrdinaryDividend |
Feb 27, 2012 | $0.034 | OrdinaryDividend |
Jan 25, 2012 | $0.026 | OrdinaryDividend |
Dec 30, 2011 | $0.042 | OrdinaryDividend |
Dec 01, 2011 | $0.033 | OrdinaryDividend |
Oct 25, 2011 | $0.026 | OrdinaryDividend |
Sep 27, 2011 | $0.041 | OrdinaryDividend |
Aug 25, 2011 | $0.031 | OrdinaryDividend |
Jul 26, 2011 | $0.036 | OrdinaryDividend |
Jun 27, 2011 | $0.044 | OrdinaryDividend |
May 25, 2011 | $0.031 | OrdinaryDividend |
Apr 26, 2011 | $0.032 | OrdinaryDividend |
Mar 25, 2011 | $0.034 | OrdinaryDividend |
Feb 25, 2011 | $0.031 | OrdinaryDividend |
Jan 25, 2011 | $0.031 | OrdinaryDividend |
Dec 28, 2010 | $0.037 | OrdinaryDividend |
Dec 01, 2010 | $0.034 | OrdinaryDividend |
Oct 26, 2010 | $0.031 | OrdinaryDividend |
Sep 27, 2010 | $0.033 | OrdinaryDividend |
Aug 25, 2010 | $0.031 | OrdinaryDividend |
Jul 27, 2010 | $0.027 | OrdinaryDividend |
Jun 25, 2010 | $0.031 | OrdinaryDividend |
May 25, 2010 | $0.037 | OrdinaryDividend |
Apr 27, 2010 | $0.026 | OrdinaryDividend |
Mar 25, 2010 | $0.027 | OrdinaryDividend |
Feb 25, 2010 | $0.029 | OrdinaryDividend |
Jan 26, 2010 | $0.022 | OrdinaryDividend |
Dec 28, 2009 | $0.027 | OrdinaryDividend |
Dec 01, 2009 | $0.031 | OrdinaryDividend |
Oct 27, 2009 | $0.020 | OrdinaryDividend |
Sep 25, 2009 | $0.027 | OrdinaryDividend |
Aug 25, 2009 | $0.027 | OrdinaryDividend |
Jul 27, 2009 | $0.022 | OrdinaryDividend |
Jun 25, 2009 | $0.026 | OrdinaryDividend |
May 27, 2009 | $0.029 | OrdinaryDividend |
May 01, 2009 | $0.024 | OrdinaryDividend |
Apr 01, 2009 | $0.025 | OrdinaryDividend |
Mar 02, 2009 | $0.035 | OrdinaryDividend |
Feb 02, 2009 | $0.033 | OrdinaryDividend |
Dec 31, 2008 | $0.037 | OrdinaryDividend |
Dec 01, 2008 | $0.041 | OrdinaryDividend |
Nov 03, 2008 | $0.022 | OrdinaryDividend |
Oct 01, 2008 | $0.024 | OrdinaryDividend |
Sep 02, 2008 | $0.026 | OrdinaryDividend |
Aug 01, 2008 | $0.025 | OrdinaryDividend |
Jul 01, 2008 | $0.028 | OrdinaryDividend |
Jun 02, 2008 | $0.033 | OrdinaryDividend |
May 01, 2008 | $0.027 | OrdinaryDividend |
Apr 01, 2008 | $0.031 | OrdinaryDividend |
Mar 03, 2008 | $0.033 | OrdinaryDividend |
Feb 01, 2008 | $0.025 | OrdinaryDividend |
Dec 28, 2007 | $0.032 | OrdinaryDividend |
Dec 03, 2007 | $0.032 | OrdinaryDividend |
Nov 01, 2007 | $0.026 | OrdinaryDividend |
Oct 01, 2007 | $0.029 | OrdinaryDividend |
Sep 04, 2007 | $0.033 | OrdinaryDividend |
Aug 01, 2007 | $0.027 | OrdinaryDividend |
Jul 02, 2007 | $0.029 | OrdinaryDividend |
Jun 01, 2007 | $0.030 | OrdinaryDividend |
May 01, 2007 | $0.029 | OrdinaryDividend |
Apr 02, 2007 | $0.029 | OrdinaryDividend |
Mar 01, 2007 | $0.029 | OrdinaryDividend |
Feb 01, 2007 | $0.029 | OrdinaryDividend |
Dec 29, 2006 | $0.029 | OrdinaryDividend |
Dec 01, 2006 | $0.029 | OrdinaryDividend |
Nov 01, 2006 | $0.029 | OrdinaryDividend |
Oct 02, 2006 | $0.029 | OrdinaryDividend |
Sep 01, 2006 | $0.029 | OrdinaryDividend |
Aug 01, 2006 | $0.029 | OrdinaryDividend |
Jul 03, 2006 | $0.029 | OrdinaryDividend |
Jun 01, 2006 | $0.029 | OrdinaryDividend |
May 01, 2006 | $0.029 | OrdinaryDividend |
Apr 03, 2006 | $0.029 | OrdinaryDividend |
Mar 01, 2006 | $0.029 | OrdinaryDividend |
Feb 01, 2006 | $0.029 | OrdinaryDividend |
Dec 30, 2005 | $0.029 | OrdinaryDividend |
Dec 01, 2005 | $0.029 | OrdinaryDividend |
Nov 01, 2005 | $0.029 | OrdinaryDividend |
Oct 03, 2005 | $0.029 | OrdinaryDividend |
Sep 01, 2005 | $0.029 | OrdinaryDividend |
Aug 01, 2005 | $0.029 | OrdinaryDividend |
Jul 01, 2005 | $0.029 | OrdinaryDividend |
Jun 01, 2005 | $0.029 | OrdinaryDividend |
May 02, 2005 | $0.029 | OrdinaryDividend |
Apr 01, 2005 | $0.029 | OrdinaryDividend |
Mar 01, 2005 | $0.029 | OrdinaryDividend |
Feb 01, 2005 | $0.029 | OrdinaryDividend |
Dec 31, 2004 | $0.070 | OrdinaryDividend |
Dec 01, 2004 | $0.029 | OrdinaryDividend |
Nov 01, 2004 | $0.025 | OrdinaryDividend |
Oct 01, 2004 | $0.027 | OrdinaryDividend |
Sep 01, 2004 | $0.027 | OrdinaryDividend |
Aug 02, 2004 | $0.027 | OrdinaryDividend |
Jul 01, 2004 | $0.027 | OrdinaryDividend |
Jun 01, 2004 | $0.027 | OrdinaryDividend |
May 03, 2004 | $0.027 | OrdinaryDividend |
Apr 01, 2004 | $0.027 | OrdinaryDividend |
Mar 01, 2004 | $0.027 | OrdinaryDividend |
Feb 02, 2004 | $0.027 | OrdinaryDividend |
Dec 31, 2003 | $0.027 | OrdinaryDividend |
Dec 01, 2003 | $0.027 | OrdinaryDividend |
Nov 03, 2003 | $0.027 | OrdinaryDividend |
Oct 01, 2003 | $0.027 | OrdinaryDividend |
Sep 02, 2003 | $0.027 | OrdinaryDividend |
Aug 01, 2003 | $0.027 | OrdinaryDividend |
Jul 01, 2003 | $0.027 | OrdinaryDividend |
Jun 02, 2003 | $0.027 | OrdinaryDividend |
Start Date
Tenure
Tenure Rank
Dec 31, 1997
24.43
24.4%
Mr. Durbiano joined Federated in 1982 and has been a Senior Portfolio Manager and a Senior Vice President of Federated Investment Management Company since 1996. From 1988 through 1995, Mr. Durbiano was a Portfolio Manager and a Vice President of Federated. Mr. Durbiano has received the Chartered Financial Analyst designation and an M.B.A. in Finance from the University of Pittsburgh.
Start Date
Tenure
Tenure Rank
Feb 28, 1999
23.27
23.3%
Todd A. Abraham is a Senior Portfolio Manager and Head of the Government/Mortgage-Backed Fixed Income Group. Mr. Abraham has been a Senior Portfolio Manager from 2007, Portfolio Manager from 1995 to 2006, a Senior Vice President since 2007 and a Vice President of Federated from 1997 to 2006. Mr. Abraham joined Federated in 1993 as an Investment Analyst and served as Assistant Vice President from 1995 to 1997. Mr. Abraham served as a Portfolio Analyst at Ryland Mortgage Co. from 1992 to 1993. Mr. Abraham has received the Chartered Financial Analyst designation and an M.B.A. in Finance from Loyola College.
Start Date
Tenure
Tenure Rank
Nov 30, 2009
12.51
12.5%
Ms. Bakhshian joined Federated in 2007 and has worked in investment management since 2002. Previously, she served as an equity research analyst with the Principal Financial Group from September 2002 to October 2007. Ms. Bakhshian has earned the Chartered Accountant designation and received her B.B. from the University of New England (Australia).
Start Date
Tenure
Tenure Rank
May 13, 2013
9.05
9.1%
Mr. Salib joined Federated in April 1999 as a Senior Fixed Income Trader/Assistant Vice President of the emerging markets affiliated fund's Adviser. In July 2000, he was named a Vice President and in 2007 was named Senior Vice President. From January 1994 through March 1999, Mr. Salib was employed as a Senior Global Fixed Income Analyst with UBS Brinson, Inc. Mr. Salib received his B.A. with a major in Economics from Stony Brook University.
Start Date
Tenure
Tenure Rank
Apr 08, 2014
8.15
8.2%
Jerome D. Conner, CFA, is a portfolio manager at Federated Investment Management Company focusing on asset allocation, interest rate strategy and security selection. He has been with Federated Investment Management Company since 2002; has worked in investment management since 1995; has managed investment portfolios since 2010. Education: B.S., U.S. Naval Academy; M.S., Boston University.
Start Date
Tenure
Tenure Rank
Jan 31, 2021
1.33
1.3%
Michael Jura, Vice President, Portfolio Manager, Investment Analyst. Responsible for portfolio management and research in the global equity area. Previous associations: Associate Portfolio Manager/Investment Analyst, Equity Income, Federated Hermes; Associate Portfolio Manager, Fixed Income Managed Accounts, Federated Hermes; Global Market Applications Manager, Operations Strategy Senior Project Manager, Foreign Exchange Project Manager, The Bank of New York Mellon Corporation. B.S., Carnegie Mellon University; M.B.A., Tepper School of Business, Carnegie Mellon University. Joined Federated Hermes 2012
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.09 | 28.73 | 6.41 | 2.41 |
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