Federated Equity Financials
| LFEIX Fund | USD 20.94 0.05 0.24% |
FEDERATED |
Please note that you must use caution to infer results of funds 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 Equity Fund Summary
Federated Equity competes with Parnassus Endeavor, T Rowe, First Eagle, T Rowe, and Hartford Equity. The fund invests primarily in income-producing and income-growing equity securities which the Adviser believes will appreciate in capital and generate an attractive total return. The funds holdings ordinarily will be in mid-capitalization to large-capitalization domestic companies, although the fund may invest across all market capitalizations. The adviser, primarily selects dividend paying stocks that also have the prospect of raising their dividends over time, appreciating in capital, and generating an attractive total return.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US3139154070 |
| Business Address | Federated Hermes Equityome |
| Mutual Fund Family | Federated |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 341 7400 |
| Currency | USD - US Dollar |
FEDERATED Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Federated Equity's current stock value. Our valuation model uses many indicators to compare Federated Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Federated Equity competition to find correlations between indicators driving Federated Equity's intrinsic value. More Info.Federated Equity Income is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Federated Equity Income is roughly 7.17 . 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 Equity's earnings, one of the primary drivers of an investment's value.Federated Equity Thematic Clasifications
Federated Equity Income is part of Consumer Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in consumer services companies. Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services
This theme covers Funds investing in consumer services companies. Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. Get More Thematic Ideas
Federated Equity Income is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 40.94 Billion. Federated Equity claims roughly 732.31 Million in net asset contributing just under 2% to funds under Large Value category.| Consumer Funds | View |
Federated Equity February 3, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Federated Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Federated Equity Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Federated Equity Income 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 Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.597 | |||
| Information Ratio | 0.1246 | |||
| Maximum Drawdown | 33.26 | |||
| Value At Risk | (1.13) | |||
| Potential Upside | 1.14 |
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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