Federated Equity Competition

LEIFX Fund

USD 26.55 0.14 0.53%

Federated Equity Income competes with Federated Emerging, Federated Mdt, Federated Global, Federated Hermes, and Federated Strategic; as well as few others. The fund is listed under Large Value category and is part of Federated family. Analyzing Federated Equity competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Federated Equity to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Federated Equity Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Federated Equity competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
25.84	26.55	27.26

Details

Intrinsic

Valuation

Low	Real	High
25.61	26.32	27.03

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Federated Equity. Your research has to be compared to or analyzed against Federated Equity's peers to derive any actionable benefits. When done correctly, Federated Equity's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Federated Equity Income.

Federated Equity Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Federated Equity and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Federated and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Federated Equity Income does not affect the price movement of the other competitor.

	EMDIX	QKACX	SBFIX	FRIEX	STILX	STISX	FRSAX	FSBCX	FSBKX	QLSGX
EMDIX		-0.24	0.36	0.24	0.93	0.93	-0.36	0.41	0.39	-0.14	EMDIX
QKACX	-0.24		0.69	0.51	-0.23	-0.22	0.87	0.64	0.65	0.91	QKACX
SBFIX	0.36	0.69		0.64	0.37	0.37	0.46	1.0	1.0	0.78	SBFIX
FRIEX	0.24	0.51	0.64		0.28	0.28	0.38	0.63	0.63	0.38	FRIEX
STILX	0.93	-0.23	0.37	0.28		1.0	-0.3	0.41	0.4	-0.14	STILX
STISX	0.93	-0.22	0.37	0.28	1.0		-0.29	0.41	0.4	-0.14	STISX
FRSAX	-0.36	0.87	0.46	0.38	-0.3	-0.29		0.4	0.41	0.76	FRSAX
FSBCX	0.41	0.64	1.0	0.63	0.41	0.41	0.4		1.0	0.75	FSBCX
FSBKX	0.39	0.65	1.0	0.63	0.4	0.4	0.41	1.0		0.76	FSBKX
QLSGX	-0.14	0.91	0.78	0.38	-0.14	-0.14	0.76	0.75	0.76		QLSGX
	EMDIX	QKACX	SBFIX	FRIEX	STILX	STISX	FRSAX	FSBCX	FSBKX	QLSGX

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High positive correlations

FSBCX	+ 1.0	SBFIX
FSBKX	+ 1.0	SBFIX
STISX	+ 1.0	STILX
FSBKX	+ 1.0	FSBCX
STILX	+ 0.93	EMDIX
STISX	+ 0.93	EMDIX

High negative correlations

FRSAX	- 0.36	EMDIX
FRSAX	- 0.3	STILX
FRSAX	- 0.29	STISX
QKACX	- 0.24	EMDIX
STILX	- 0.23	QKACX
STISX	- 0.22	QKACX

Risk-Adjusted Indicators

There is a big difference between Federated Mutual Fund performing well and Federated Equity Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Federated Equity's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
EMDIX	0.19	(0.01)	(0.48)	(0.37)	0.21	(0.28)	0.38	(0.38)	1.65
QKACX	0.56	0.04	0.03	0.17	0.59	(0.59)	1.22	(1.24)	3.98
SBFIX	0.37	0.02	(0.18)	1.46	0.43	(0.40)	0.88	(0.76)	2.40
FRIEX	0.79	(0.07)	(0.11)	0.00	0.97	(0.91)	1.82	(1.45)	4.54
STILX	0.17	(0.01)	(0.41)	(0.05)	0.19	(0.24)	0.36	(0.36)	1.45
STISX	0.16	(0.01)	(0.45)	(0.01)	0.18	(0.20)	0.36	(0.36)	1.33
FRSAX	0.07	0.03	0.00	(0.62)	0.00	0.00	0.12	(0.12)	0.70
FSBCX	0.37	0.02	(0.18)	1.57	0.45	(0.40)	0.87	(0.85)	2.40
FSBKX	0.37	0.02	(0.18)	1.34	0.44	(0.39)	0.90	(0.78)	2.39
QLSGX	0.97	0.15	0.04	0.97	1.02	(1.08)	2.04	(1.86)	6.72

Unable to evaluate fundamental data of [EMDIX, QKACX, SBFIX, FRIEX, STILX, STISX, FRSAX, FSBCX, FSBKX, QLSGX] at this time. Please try again later

All Fundamental Data

Federated Equity Competitive Analysis

The better you understand Federated Equity competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Federated Equity's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Federated Equity's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	LEIFX	EMDIX	QKACX	SBFIX	FRIEX	STILX	STISX	FRSAX	FSBCX	FSBKX
	0.53 26.55 Federated	0.25 7.91 Federated	0.58 50.45 Federated	0.39 20.79 Federated	0.32 15.77 Federated	0.12 8.33 Federated	0.12 8.23 Federated	0.12 8.69 Federated	0.35 19.87 Federated	0.34 20.43 Federated
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Very Weak	Solid	Insignificant	Insignificant	Very Weak	Very Weak	Solid	Insignificant	Insignificant
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Sell	Buy	Cautious Hold	Strong Hold	Cautious Hold	Cautious Hold	Sell	Cautious Hold	Cautious Hold
Net Asset	747.89 M	17.86 M	231.38 M	297.92 M	52.27 M	633.29 M	694.98 M	531.18 M	297.92 M	396.82 M
Minimum Initial Investment	1.5 K	1000 K	N/A	N/A	N/A	N/A	1000 K	N/A	1.5 K	N/A
Price To Book	1.87	N/A	2.03	1.69	N/A	N/A	1.4	N/A	1.79	1.89
Five Year Return	9.32	1.7	18.42	5.89	N/A	2.61	2.69	3.14	4.75	4.93
One Year Return	26.05	12.28	43.47	17.27	N/A	11.94	12.71	7.7	15.99	16.15
Last Dividend Paid	0.01	0.01	N/A	0.08	N/A	0.03	0.03	0.02	0.02	0.04
Price To Earning	14.64	N/A	13.42	15.44	N/A	N/A	14.87	N/A	14.47	16.62
Price To Sales	1.22	N/A	0.88	1.14	N/A	N/A	0.55	N/A	1.22	1.17
Cash Position Weight	1.49	2.16	1.8	10.17	9.51	4.47	9.19	3.24	6.01	10.17
Equity Positions Weight	98.51	0.32	98.2	54.32	90.49	2.02	3.41	0.16	63.92	54.32
Three Year Return	5.76	1.02	12.67	1.86	N/A	0.65	0.99	3.57	0.76	0.55
Annual Yield	0.0087	0.0037	0.0054	0.0207	0.0055	0.0489	0.0491	0.0736	0.0112	0.0142
Year To Date Return	17.75	6.83	32.86	11.24	N/A	6.25	6.94	6.42	10.12	9.59
Bond Positions Weight	N/A	95.58	N/A	13.84	N/A	26.13	85.0	13.9	27.03	13.84
Ten Year Return	8.07	4.48	11.96	6.45	N/A	4.2	4.9	N/A	5.33	5.68
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	26.55	7.91	50.45	20.79	15.77	8.33	8.23	8.69	19.87	20.43
Period Momentum Indicator	0.14	0.02	0.29	0.08	0.05	(0.01)	0.01	0.01	0.07	0.07
Rate Of Daily Change	1.01	1.0	1.01	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	26.55	7.91	50.45	20.79	15.77	8.33	8.23	8.69	19.87	20.43
Price Action Indicator	0.07	0.01	0.15	0.04	0.025	(0.01)	0.005	0.005	0.035	0.035
Coefficient Of Variation	967.43	76698.0	507.59	1319.93	8616.17	3176.49	2342.08	409.97	1490.78	1449.24
Mean Deviation	0.5315	0.1876	0.5614	0.3699	0.7865	0.1694	0.1645	0.068	0.375	0.3693
Jensen Alpha	(0.04)	(0.01)	0.0427	0.0244	(0.07)	(0.01)	(0.01)	0.026	0.0211	0.0213
Total Risk Alpha	(0.05)	(0.05)	0.0232	(0.05)	(0.16)	(0.04)	(0.03)	0.0016	(0.05)	(0.05)
Sortino Ratio	(0.09)	(0.48)	0.032	(0.18)	(0.11)	(0.41)	(0.45)	N/A	(0.18)	(0.18)
Downside Variance	0.3685	0.0702	0.7463	0.2679	1.07	0.0888	0.0688	N/A	0.2687	0.2714
Standard Deviation	0.7015	0.2653	0.7933	0.4824	1.04	0.2419	0.2219	0.1304	0.4885	0.4839
Kurtosis	2.87	4.14	2.25	0.404	0.2375	1.9	1.46	13.32	0.3493	0.4096
Potential Upside	0.9929	0.3797	1.22	0.8819	1.82	0.3619	0.3619	0.1163	0.8709	0.8969
Treynor Ratio	0.0732	(0.37)	0.1675	1.46	0.0035	(0.05)	(0.01)	(0.62)	1.57	1.34
Maximum Drawdown	3.86	1.65	3.98	2.4	4.54	1.45	1.33	0.7044	2.4	2.39
Variance	0.4921	0.0704	0.6293	0.2327	1.08	0.0585	0.0493	0.017	0.2387	0.2341
Market Risk Adjusted Performance	0.0832	(0.36)	0.1775	1.47	0.0135	(0.04)	0.0022	(0.61)	1.58	1.35
Risk Adjusted Performance	0.0781	(0.02)	0.1509	0.0521	0.0115	0.0025	0.0082	0.1378	0.0456	0.0469
Skewness	0.8587	1.11	(0.13)	(0.11)	(0.05)	0.227	0.0878	3.55	(0.11)	(0.08)
Semi Deviation	0.4824	0.2052	0.5947	0.4324	0.9708	0.1885	0.1766	N/A	0.4474	0.4395
Information Ratio	(0.08)	(0.48)	0.0349	(0.19)	(0.11)	(0.50)	(0.54)	(0.74)	(0.20)	(0.20)
Value At Risk	(0.94)	(0.38)	(1.24)	(0.76)	(1.45)	(0.36)	(0.36)	(0.12)	(0.85)	(0.78)
Expected Short fall	(0.62)	(0.28)	(0.59)	(0.40)	(0.91)	(0.24)	(0.20)	N/A	(0.40)	(0.39)
Downside Deviation	0.6071	0.265	0.8639	0.5176	1.04	0.298	0.2623	N/A	0.5184	0.521
Semi Variance	0.2327	0.0421	0.3537	0.187	0.9424	0.0355	0.0312	N/A	0.2002	0.1932

Federated Equity Competition Performance Charts

Five steps to successful analysis of Federated Equity Competition

Federated Equity's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Federated Equity Income in relation to its competition. Federated Equity's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Federated Equity in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Federated Equity's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Federated Equity Income, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Federated Equity position

In addition to having Federated Equity in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Artificial Intelligence

Technology companies, funds, and ETFs across multiple industries that are involved in research or development in the field of reasoning, learning, natural language processing and perception as well as its application to science and commerce. This theme may also include entities involved in cybernetics and cognitive brain simulation field. The Artificial Intelligence theme has 42 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Artificial Intelligence Theme or any other thematic opportunities.

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Other Information on Investing in Federated Mutual Fund

Federated Equity 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 Equity security.

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