Download Federated Mid-Cap Index Fund

Federated Mid-Cap Index Fund
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Release Date:
03-31-2017
Morningstar Category
Overall Morningstar Rating™
QQQQ
Mid-Cap Blend
Investment Strategy from investment's prospectus
In the past, this investment has shown a wide range of price
fluctuations relative to other investments. This investment may
experience significant price increases in favorable markets or
undergo large price declines in adverse markets. Some of this
risk may be offset by owning other investments that follow
different investment strategies.
Average
Out of 377 Mid-Cap Blend investments. An investment's overall Morningstar Rating, based on its risk-adjusted return,
is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for details.
Portfolio Analysis
Composition as of 03-31-17
% Assets
U.S. Stocks
Non-U.S. Stocks
Bonds
Cash
Other
Morningstar Equity Style Box™ as of 03-31-17
95.9
0.4
0.0
3.4
0.4
Small
Volatility Analysis
Risk: Above Average
Morningstar Risk
Above Average
Large Mid
The investment seeks to provide investment results generally
corresponding to the aggregate price and dividend
performance of the publicly traded common stocks that
comprise the mid-level stock capitalization sector of the United
States equity market.
The fund normally invests its assets primarily in common
stocks included in the Standard & Poor's MidCap 400 Index. It
may invest in derivatives contracts (such as, for example,
futures contracts, option contracts and swap contracts), hybrid
instruments or convertible securities to implement its
investment strategies.
Morningstar Return
Value Blend Growth
Top 5 Holdings as of 03-31-17
% Assets
S+p Mid 400 Emini Jun17 06-16-17
Federated Instl Prime Value Obligs Instl
ResMed Inc
Everest Re Group Ltd
The WhiteWave Foods Co
3.76
3.48
0.60
0.57
0.57
Giant
% Mkt Cap
0.00
........................................................
Large
Medium
Small
0.00
63.16
36.84
........................................................
Micro
0.00
Morningstar Super Sectors as of 03-31-17
% Fund
h Cyclical
j Sensitive
k Defensive
46.01
36.50
17.50
.......................................................................................................
Total Number of Stock Holdings
Total Number of Bond Holdings
Annual Turnover Ratio %
Total Fund Assets ($mil)
399
0
33.00
882.79
Operations
Management Company
Fund Number
Federated Equity Mgmt Co. Of
Penn
353
Portfolio Manager(s)
Ian L. Miller. Since 2012.
Damian M. McIntyre. Since 2016.
Each Fund has different risks. Please see the fund prospectus for information about principal risks, holdings and other details. Visit www.ohionational.com/Disclosures/ for definitions and important
information.