| 26.35 Net Asset Value | +0.04% 1 Day | +19.45% Year-to-Date | Overall Morningstar Rating |
| Large value Style or Category | No Load Sales Expenses | 1.32% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +5.74% | 3 years | +18.53% | |
| 3 months | +8.80% | 5 years | -- | |
| 1 year | +39.30% | Since inception | +15.12% |
| FMSTX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +4.49% |
| Expense ratio | 1.32% | 1.20% |
| Risk 5 year sharpe ratio | 0.36 | 0.29 |
| Net assets | $246.6M | $2.1B |
| Average market cap | $17.8B | $55.9B |
| Average P/E | 13.1 | 14.7 |
| Portfolio turnover | 121% | 121% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Federated |
| Fund manager & tenure | Frederick Konopka / 4 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 28.63% |
| Healthcare | 23.63% |
| Consumer service | 16.15% |
| Media | 7.82% |
| Consumer goods | 7.26% |
| CVX Chevron Corp | 3.31% |
| SWY Safeway Inc. | 3.03% |
| SFD Smithfield Foods, Inc. | 2.95% |
| COP ConocoPhillips | 2.93% |
| T AT&T Inc | 2.68% |
| PRU Prudential Financial Inc | 2.64% |
| AMP Ameriprise Financial Inc | 2.56% |
| JPM JPMorgan Chase & Co | 2.48% |
| LUV Southwest Airlines Co | 2.32% |
| TRV Travelers Companies, Inc. | 2.16% |
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