Federated Equity Income Fund Manager Performance Evaluation
| FDERX Fund | USD 20.65 0.01 0.05% |
The fund shows a Beta (market volatility) of 1.06, which means a somewhat significant risk relative to the market. Federated Equity returns are very sensitive to returns on the market. As the market goes up or down, Federated Equity is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Equity Income are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Federated Equity showed solid returns over the last few months and may actually be approaching a breakup point.
...moreFederated |
Federated Equity Relative Risk vs. Return Landscape
If you would invest 1,512 in Federated Equity Income on October 28, 2025 and sell it today you would earn a total of 553.00 from holding Federated Equity Income or generate 36.57% return on investment over 90 days. Federated Equity Income is currently producing 0.5819% returns and takes up 4.1242% volatility of returns over 90 trading days. Put another way, 37% of traded mutual funds are less volatile than Federated, and 89% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Federated Equity Current Valuation
Overvalued
Today
Please note that Federated Equity's price fluctuation is not too volatile at this time. At this time, the entity appears to be overvalued. Federated Equity Income shows a prevailing Real Value of $19.93 per share. The current price of the fund is $20.65. We determine the value of Federated Equity Income from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Federated Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Equity's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 20.65 | Real 19.93 | Hype 20.65 | Naive 19.12 |
The intrinsic value of Federated Equity's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Federated Equity's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Federated Equity Income helps investors to forecast how Federated mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Federated Equity more accurately as focusing exclusively on Federated Equity's fundamentals will not take into account other important factors: Federated Equity Target Price Odds to finish over Current Price
The tendency of Federated Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 20.65 | 90 days | 20.65 | about 5.72 |
Based on a normal probability distribution, the odds of Federated Equity to move above the current price in 90 days from now is about 5.72 (This Federated Equity Income probability density function shows the probability of Federated Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.06 . This usually indicates Federated Equity Income market returns are sensitive to returns on the market. As the market goes up or down, Federated Equity is expected to follow. Additionally Federated Equity Income has an alpha of 0.4563, implying that it can generate a 0.46 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Federated Equity Price Density |
| Price |
Predictive Modules for Federated Equity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Federated Equity Income. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Federated Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Federated Equity is not an exception. The market had few large corrections towards the Federated Equity's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Federated Equity Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Federated Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.46 | |
β | Beta against Dow Jones | 1.06 | |
σ | Overall volatility | 2.47 | |
Ir | Information ratio | 0.12 |
Federated Equity Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Federated Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Federated Equity Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Federated Equity appears to be risky and price may revert if volatility continues | |
| The fund retains 96.25% of its assets under management (AUM) in equities |
Federated Equity Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Equity, and Federated Equity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Federated Mutual Fund performance.
| Price To Earning | 15.13 X | |||
| Price To Book | 2.07 X | |||
| Price To Sales | 1.27 X | |||
| Total Asset | 780.75 M | |||
About Federated Equity Performance
Evaluating Federated Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Equity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Federated Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Federated Equity Income performance evaluation
Checking the ongoing alerts about Federated Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Equity Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Federated Equity appears to be risky and price may revert if volatility continues | |
| The fund retains 96.25% of its assets under management (AUM) in equities |
- Analyzing Federated Equity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Federated Equity's stock is overvalued or undervalued compared to its peers.
- Examining Federated Equity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Federated Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Equity's mutual fund. These opinions can provide insight into Federated Equity's potential for growth and whether the stock is currently undervalued or overvalued.
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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