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Federated Equity Advantage A (FEKAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.010.00 (0.00%)
At close: 08:00PM EDT

Federated Equity Advantage A

Federated High Yield Trust

5800 Corporate Drive

Pittsburgh, PA 15222-3779

800-341-7400
Management information
Gene B. Neavin,Lead manager since 25 February 2016
Mr. Neavin joined Federated in 2001 as an Investment Analyst and has been a Portfolio Manager since 2011. . In 2005, Mr. Neavin became an Assistant Vice President and Senior Investment Analyst and in 2010 became a Vice President of a Federated advisory subsidiary. From 1995 to 1999, Mr. Neavin worked for MBNA America Bank and was appointed a Senior Credit Analyst in 1997. Mr. Neavin has received the Chartered Financial Analyst designation and an M.B.A. from Carnegie Mellon University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Value
Fund familyFederated
Net assets2.13M
YTD return-28.97%
Yield1.67%
Morningstar rating★
Inception date25 Feb 2016

Fund operations

Last dividend0.12
Last cap gain0.00
Holdings turnover51.00%
Average for categoryN/A

Fees and expenses

ExpenseFEKAXCategory average
Annual report expense ratio (net)1.23%1.16%
Prospectus net expense ratio1.23%N/A
Prospectus gross expense ratio9.88%N/A
Max 12b1 fee0.00%N/A
Max front end sales load5.50%5.35%
Max deferred sales loadN/A1.15%
3-yr expense projection3,151N/A
5-yr expense projection4,681N/A
10-yr expense projection7,898N/A