Federated Max Cap Index Fund Quote
| FMXKX Fund | USD 7.98 0.01 0.13% |
PerformanceStrong
| Odds Of DistressLow
|
Federated Max is trading at 7.98 as of the 19th of July 2025; that is 0.13 percent up since the beginning of the trading day. The fund's open price was 7.97. Federated Max has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests its assets primarily in common stocks included in the Standard Poors 500 Index. The index is a broad-based market index that measures the performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. More on Federated Max Cap Index
Moving together with Federated Mutual Fund
Federated Mutual Fund Highlights
| Fund Concentration | Federated Funds, Large Blend Funds, Large Blend, Federated (View all Sectors) |
| Update Date | 30th of June 2025 |
Federated Max Cap Index [FMXKX] is traded in USA and was established 19th of July 2025. Federated Max is listed under Federated category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Federated family. This fund currently has accumulated 358.02 M in assets under management (AUM) with no minimum investment requirementsFederated Max Cap is currently producing year-to-date (YTD) return of 6.82% with the current yeild of 0.0%, while the total return for the last 3 years was 17.73%.
Check Federated Max Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Federated Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Federated Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Federated Max Cap Index Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Federated Max Cap Index Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| FB | ProShares Trust ProShares | Etf | Internet Content & Information | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
Federated Max Cap Risk Profiles
| Mean Deviation | 0.6564 | |||
| Semi Deviation | 0.5796 | |||
| Standard Deviation | 0.9357 | |||
| Variance | 0.8755 |
Federated Max Against Markets
Other Information on Investing in Federated Mutual Fund
Federated Max financial ratios help investors to determine whether Federated Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Federated with respect to the benefits of owning Federated Max security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
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| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |