Federated Equity Income Fund Key Fundamental Indicators
| LFEIX Fund | USD 20.94 0.05 0.24% |
As of the 3rd of February, Federated Equity shows the Standard Deviation of 3.99, mean deviation of 1.11, and Coefficient Of Variation of 721.67. In respect to fundamental indicators, the technical analysis model provides you with a way to check existing technical drivers of Federated Equity, as well as the relationship between them.
Federated Equity's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Federated Equity's valuation are provided below:Federated Equity Income does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. FEDERATED |
Federated Equity 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Federated Equity's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Federated Equity.
| 11/05/2025 |
| 02/03/2026 |
If you would invest 0.00 in Federated Equity on November 5, 2025 and sell it all today you would earn a total of 0.00 from holding Federated Equity Income or generate 0.0% return on investment in Federated Equity over 90 days. Federated Equity is related to or competes with Parnassus Endeavor, T Rowe, First Eagle, T Rowe, Hartford Equity, Baron Growth, and Smead Value. The fund invests primarily in income-producing and income-growing equity securities which the Adviser believes will appr... More
Federated Equity Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Federated Equity's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Federated Equity Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.597 | |||
| Information Ratio | 0.1246 | |||
| Maximum Drawdown | 33.26 | |||
| Value At Risk | (1.13) | |||
| Potential Upside | 1.14 |
Federated Equity Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Federated Equity's standard deviation. In reality, there are many statistical measures that can use Federated Equity historical prices to predict the future Federated Equity's volatility.| Risk Adjusted Performance | 0.1097 | |||
| Jensen Alpha | 0.5437 | |||
| Total Risk Alpha | 0.2938 | |||
| Sortino Ratio | 0.8327 | |||
| Treynor Ratio | (28.12) |
Federated Equity February 3, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1097 | |||
| Market Risk Adjusted Performance | (28.11) | |||
| Mean Deviation | 1.11 | |||
| Downside Deviation | 0.597 | |||
| Coefficient Of Variation | 721.67 | |||
| Standard Deviation | 3.99 | |||
| Variance | 15.92 | |||
| Information Ratio | 0.1246 | |||
| Jensen Alpha | 0.5437 | |||
| Total Risk Alpha | 0.2938 | |||
| Sortino Ratio | 0.8327 | |||
| Treynor Ratio | (28.12) | |||
| Maximum Drawdown | 33.26 | |||
| Value At Risk | (1.13) | |||
| Potential Upside | 1.14 | |||
| Downside Variance | 0.3564 | |||
| Semi Variance | (0.32) | |||
| Expected Short fall | (1.61) | |||
| Skewness | 7.83 | |||
| Kurtosis | 62.78 |
Federated Equity Income Backtested Returns
Federated Equity appears to be not too volatile, given 3 months investment horizon. Federated Equity Income secures Sharpe Ratio (or Efficiency) of 0.15, which denotes the fund had a 0.15 % return per unit of risk over the last 3 months. By reviewing Federated Equity's technical indicators, you can evaluate if the expected return of 0.65% is justified by implied risk. Please utilize Federated Equity's Mean Deviation of 1.11, coefficient of variation of 721.67, and Standard Deviation of 3.99 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of -0.0193, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Federated Equity are expected to decrease at a much lower rate. During the bear market, Federated Equity is likely to outperform the market.
Auto-correlation | 0.50 |
Modest predictability
Federated Equity Income has modest predictability. Overlapping area represents the amount of predictability between Federated Equity time series from 5th of November 2025 to 20th of December 2025 and 20th of December 2025 to 3rd of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Federated Equity Income price movement. The serial correlation of 0.5 indicates that about 50.0% of current Federated Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.5 | |
| Spearman Rank Test | 0.62 | |
| Residual Average | 0.0 | |
| Price Variance | 1.81 |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
| Competition |
Based on the latest financial disclosure, Federated Equity Income has a Price To Book of 2.12 times. This is 32.5% higher than that of the Federated family and significantly higher than that of the Large Value category. The price to book for all United States funds is notably lower than that of the firm.
Federated Equity Income Fundamental Drivers 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 Price To Book Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Federated Equity's direct or indirect competition against its Price To Book to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Federated Equity could also be used in its relative valuation, which is a method of valuing Federated Equity by comparing valuation metrics of similar companies.Federated Equity is currently under evaluation in price to book among similar funds.
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.Fund Asset Allocation for Federated Equity
The fund consists of 96.25% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Federated Equity's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
FEDERATED Fundamentals
| Price To Earning | 15.20 X | |||
| Price To Book | 2.12 X | |||
| Price To Sales | 1.12 X | |||
| Total Asset | 29.38 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 4.20 % | |||
| One Year Return | 13.36 % | |||
| Three Year Return | 12.05 % | |||
| Five Year Return | 10.54 % | |||
| Ten Year Return | 7.78 % | |||
| Net Asset | 732.31 M | |||
| Cash Position Weight | 3.75 % | |||
| Equity Positions Weight | 96.25 % |
About Federated Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Federated Equity Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Federated Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Federated Equity Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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