Federated Max-cap is trading at 7.22 as of the 12th of May 2025; that is 0.98 percent up since the beginning of the trading day. The fund's open price was 7.15. Federated Max-cap has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 12th of April 2025 and ending today, the 12th of May 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
Federated Max Cap Index [FMXSX] is traded in USA and was established 12th of May 2025. Federated Max-cap 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 199.62 M in assets under management (AUM) with no minimum investment requirementsFederated Max Cap is currently producing year-to-date (YTD) return of 1.2% with the current yeild of 0.01%, while the total return for the last 3 years was 11.97%.
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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
Other Information on Investing in Federated Mutual Fund
Federated Max-cap 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-cap security.