FEDEX Rating, Research - Federated Capital Appreciation A

Federated Capital Appreciation A (fedex)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 257

Threats + Weaknesses = 155

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fedex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Federated Capital Appreciation A (FEDEX) Description: FEDEX is a mutual fund, which is an investment that owns a basket of assets. The FEDEX mutual fund was provided by Federated and this investment vehicle derives the majority of its value from equity holdings (stocks). Federateds mutual fund has a medium management tenure and is in the large fund size classification. FEDEXs minimum initial investment amount is $1500 while the IRA minimum is $250. FEDEXs expense ratio is roughly 1%. The latest FEDEXs front end load was 6% and the back end load was 0%. The Federated Capital Appreciation A (FEDEX) mutual fund falls under the large-cap mixed category. FEDEX focuses its investments in USA and FEDEX is not affiliated with a particular industry or fund sector. The Federated Capital Appreciation A (FEDEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FEDEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FEDEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks growth of capital. The fund invests mainly in common stocks (see stock research) of mid- to large-capitalization companies. It seeks to reduce risk by diversifying among many companies and industries. The fund looks for well-managed companies with strong balance sheets whose stock prices are undervalued. It invests primarily in domestic stocks (see stock research) and may also invest in stocks (see stock research) of foreign companies.

Management Analysis Update

Federated Capital Appreciation A's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update