Federated Mortgage Financials
| FGFIX Fund | USD 7.96 0.01 0.13% |
Federated |
Please note that past performance is not an indicator of the future performance of Federated Mortgage, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Federated Mortgage Fund Summary
Federated Mortgage competes with Federated Emerging, Federated Mdt, Federated Mdt, Federated Global, and Federated Hermes. The fund will invest in MBS that are issued or guaranteed by U.S. government agencies or U.S. government-sponsored enterprises . The fund may invest in non-agency MBS, which are those not issued or guaranteed by GSEs. The fund may invest up to 5 percent of its assets in noninvestment-grade securities, including those backed by so-called sub-prime mortgages and other types of non-investment grade securities.Specialization | Intermediate Core Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US31428Q8877 |
| Business Address | Federated Total Return |
| Mutual Fund Family | Federated |
| Mutual Fund Category | Intermediate Core Bond |
| Benchmark | NYSE Composite |
| Phone | 800 341 7400 |
| Currency | USD - US Dollar |
You should never invest in Federated Mortgage Fund without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Federated Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Federated Mortgage's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Federated Mortgage Key Financial Ratios
Generally speaking, Federated Mortgage's financial ratios allow both analysts and investors to convert raw data from Federated Mortgage's financial statements into concise, actionable information that can be used to evaluate the performance of Federated Mortgage over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Federated Mortgage reports annually and quarterly.Federated Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Federated Mortgage's current stock value. Our valuation model uses many indicators to compare Federated Mortgage value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Federated Mortgage competition to find correlations between indicators driving Federated Mortgage's intrinsic value. More Info.Federated Mortgage Fund is one of the top funds in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about 922.53 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Federated Mortgage by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Federated Mortgage's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Federated Mortgage's earnings, one of the primary drivers of an investment's value.Federated Mortgage Systematic Risk
Federated Mortgage's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Federated Mortgage volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Federated Mortgage correlated with the market. If Beta is less than 0 Federated Mortgage generally moves in the opposite direction as compared to the market. If Federated Mortgage Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Federated Mortgage is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Federated Mortgage is generally in the same direction as the market. If Beta > 1 Federated Mortgage moves generally in the same direction as, but more than the movement of the benchmark.
Federated Mortgage April 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Federated Mortgage help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Federated Mortgage Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Federated Mortgage Fund based on widely used predictive technical indicators. In general, we focus on analyzing Federated Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Federated Mortgage's daily price indicators and compare them against related drivers.
| Information Ratio | (0.30) | |||
| Maximum Drawdown | 2.09 | |||
| Value At Risk | (0.75) | |||
| Potential Upside | 0.4926 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Federated Mortgage Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.