STISX : Federated Strategic Income Fund Class IS Shares

STISX is a Bond Market Total US Bond Market with MODERATE fees.

STISX

Federated Strategic Income Fund Class IS Shares

FI Score

55 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

4 /10

Category Score

10 /10

Market Size

4 /10

55% FI Score
  • stisx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Federated Strategic Income Fund Class IS Shares

Expenses: 0.62% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks a high level of current income. The fund allocates the portfolio of investments among the following three categories of the fixed-income market: domestic investment-grade (including, but not limited to, U.S. government, asset-backed, mortgage-backed, corporate and municipal), domestic noninvestment-grade (including, but not limited to, corporate debt issues, MBS and municipal securities) and foreign investments. In addition, when the Adviser considers the risk/return prospects of equity securities to be attractive, it may also opportunistically invest up to 20% of its assets in equity securities.

Largest Holdings

Amount Holding
34.04% High Yield Bond Portfolio
22.69% Federated Emerging Markets Core
13.10% Federated Mortgage Core Portfolio
6.15% United States Treasury Notes 1.75%
4.48% Future on CBOE VIX Futures Contracts Jul20
3.36% United States Treasury Notes 1.62%
2.96% iShares iBoxx $ High Yield Corp Bd ETF
2.60% United States Treasury Notes 0.25%
2.42% Federated Project and Trade Fin Cor
0.93% BENCHMARK MORTGAGE TRUST 3.12%
0.80% FONTAINEBLEAU MIAMI BEACH TRUST 3.45%
0.52% SANTANDER RETAIL AUTO LEASE TRUST 2.52%
0.50% Option on iShares iBoxx $ High Yield Corp Bd ETF May20
0.46% Hyndai Capital America 3%
0.44% Alimentation Couche-Tard Inc. 2.95%
0.43% United States Treasury Notes 0.5%
0.39% WELLTOWER INC 2.7%
0.39% Penske Truck Leasing Co., L.P. 2.7%
0.36% 2 Year Treasury Note Future June 20
0.36% Coca-Cola FEMSA SAB de CV 2.75%
0.34% Commercial Mortgage Trust 3.28%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo