Federated Total Return Fund Quote

FTRFX Fund  USD 9.41  0.02  0.21%   

Performance

OK

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Federated Total is trading at 9.41 as of the 20th of July 2025; that is 0.21 percent up since the beginning of the trading day. The fund's open price was 9.39. Federated Total has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund pursues its investment objective by investing primarily in U.S. dollar denominated, investment-grade, fixed-income securities. In addition, it may invest in high-yield, non-U.S. dollar denominated, and emerging market fixed- income securities. More on Federated Total Return

Moving together with Federated Mutual Fund

  0.71EMDIX Federated Emerging MarketPairCorr
  0.62QKBGX Federated Mdt BalancedPairCorr
  0.65SBFIX Federated Global AllPairCorr
  0.77STFSX Federated StrategicPairCorr

Federated Mutual Fund Highlights

Fund ConcentrationFederated Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Federated (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date31st of January 2023
Fiscal Year EndNovember
Federated Total Return [FTRFX] is traded in USA and was established 20th of July 2025. Federated Total is listed under Federated category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Federated family. This fund currently has accumulated 12.73 B in assets under management (AUM) with no minimum investment requirementsFederated Total Return is currently producing year-to-date (YTD) return of 2.71% with the current yeild of 0.04%, while the total return for the last 3 years was 1.92%.
Check Federated Total 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 Total Return 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.

Federated Total Return Risk Profiles

Federated Total Against Markets

Other Information on Investing in Federated Mutual Fund

Federated Total 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 Total security.
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Equity Valuation
Check real value of public entities based on technical and fundamental data