Federated Mutual Fund Quote

FGFIX -  USA Fund  

USD 9.85  0.06  0.61%

Federated Mortgage is trading at 9.85 as of the 27th of November 2021; that is 0.61 percent up since the beginning of the trading day. The fund's open price was 9.79. Federated Mortgage has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Federated Mortgage are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of July 2021 and ending today, the 27th of November 2021. Click here to learn more.
Market Performance
0 of 100
Odds Of Distress
Less than 1
The fund will invest in MBS that are issued or guaranteed by U.S. government agencies or U.S. government-sponsored enterprises . Federated Mortgage is traded on NASDAQ Exchange in the United States.. More on Federated Mortgage

Federated Mortgage Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Federated Mortgage's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Federated Mortgage or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Federated Mortgage generated a negative expected return over the last 90 days
Federated Mortgage is unlikely to experience financial distress in the next 2 years
On 30th of September 2021 Federated Mortgage paid $ 0.015 per share dividend to its current shareholders
The fund retains about 11.55% of its assets under management (AUM) in cash
Legal NameFederated Mortgage
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Federated Mortgage's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Beta In Three Year1.0
Startdate28th of February 2003
Federated Mortgage [FGFIX] is traded in USA and was established 27th of November 2021. The fund is listed under Intermediate Core Bond category and is part of Federated family. Federated Mortgage currently has accumulated 21.72 M in assets under management (AUM) with minimum initial investment of 1000 K. , while the total return for the last 3 years was 2.27%.
Check Federated Mortgage Probability Of Bankruptcy

Instrument Allocation

Top Federated Mortgage Constituents

Federated Mortgage Target Price Odds Analysis

What are Federated Mortgage's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Federated Mortgage jumping above the current price in 90 days from now is about 72.03%. The Federated Mortgage probability density function shows the probability of Federated Mortgage mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Federated Mortgage has a beta of -0.0684. This usually indicates as returns on benchmark increase, returns on holding Federated Mortgage are expected to decrease at a much lower rate. During the bear market, however, Federated Mortgage is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Federated Mortgage is significantly underperforming DOW.
 Odds Down 9.85HorizonTargetOdds Up 9.85 
26.38%90 days
 9.85 
72.03%
Based on a normal probability distribution, the odds of Federated Mortgage to move above the current price in 90 days from now is about 72.03 (This Federated Mortgage probability density function shows the probability of Federated Mutual Fund to fall within a particular range of prices over 90 days) .

Federated Mortgage Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Federated Mortgage market risk premium is the additional return an investor will receive from holding Federated Mortgage long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Federated Mortgage. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Federated Mortgage's alpha and beta are two of the key measurements used to evaluate Federated Mortgage's performance over the market, the standard measures of volatility play an important role as well.

Federated Mortgage Against Markets

Picking the right benchmark for Federated Mortgage mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Federated Mortgage mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Federated Mortgage is critical whether you are bullish or bearish towards Federated Mortgage at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Federated Mortgage without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Portfolio Holdings Now

   

Portfolio Holdings

Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
All  Next Launch Module
Please check Investing Opportunities. Note that the Federated Mortgage information on this page should be used as a complementary analysis to other Federated Mortgage's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

Complementary Tools for Federated Mutual Fund analysis

When running Federated Mortgage price analysis, check to measure Federated Mortgage's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Federated Mortgage is operating at the current time. Most of Federated Mortgage's value examination focuses on studying past and present price action to predict the probability of Federated Mortgage's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Federated Mortgage's price. Additionally, you may evaluate how the addition of Federated Mortgage to your portfolios can decrease your overall portfolio volatility.
Piotroski F Score
Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
Go
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Go
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Go
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Go
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Go
Price Transformation
Use Price Transformation models to analyze depth of different equity instruments across global markets
Go
Fundamental Analysis
View fundamental data based on most recent published financial statements
Go
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Go
Please note, there is a significant difference between Federated Mortgage's value and its price as these two are different measures arrived at by different means. Investors typically determine Federated Mortgage value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Federated Mortgage's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.