• Federated International Leaders Fund

Federated
INT, Large-Cap Core

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Federated International Leaders Fund

FGFCX

Summary

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The strategy gives broad exposure to industry leading companies in developed markets, many of which have a strong or growing presence in the emerging markets.

However, the investment team has the flexibility to invest in companies from both developed (including the United States) and emerging market countries.

Next, the research team focuses on developed-market stocks of high-quality, foreign companies.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that are trading at discounts to their intrinsic value.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The high-conviction portfolio holds approximately between 50 and 100 companies.

In addition, the fund may invest in exchange-traded funds, derivative contracts, (such as options, swaps and futures contracts) and hybrid instruments (such as notes linked to underlying securities, indices or commodities).
 

Strategy Process Research Risk Philosophy

Price

Last Close

$41.58 ( +0.1 )

52 Week HL

$41.73 - $31.3

Net Assets

$1100 M

Expense Ratio

1.10 %

Sector Allocation

Mar 31, 2021

Top 10 Holdings

Mar 31, 2021

Company Name

  • AstraZeneca PLC
  • Nestle S.A.
  • Infineon Technologies
  • SAP SE
  • Anglo American

Holding

  • 3.0
  • 2.4
  • 2.3
  • 2.2
  • 2.2

Company Name

  • Allianz SE
  • Total SE
  • Sony Group
  • Lonza Group
  • ASML Holding
  • Total

Holding

  • 2.2
  • 2.1
  • 2.1
  • 1.9
  • 1.9
  • 22.3%

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

9.3 %

3 Year

54.81%

5 Year

54.74%

Best

48.41%
2009

Worst

-42.11%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 1.6% -22.8% 11.2% -0.6% 8% -6.1% 6.2% 2.1% 2.8% 19.3% -
Q2 3.8% 19.5% 3.5% -3.3% 7.1% -6.7% 0.8% 0.3% -1% -10.4% -
Q3 3.7% 6% -2% 1.1% 6.2% 8.1% -11% -6.6% 14.9% 6.5% -
Q4 - 17.1% 7.5% -17.3% 3.6% 1.7% 1.9% -0.8% 6.8% 10.2% -

Returns +
Monthly

J F M A M J J A S O N D
2021 -1.6% 1.8% 1.4% 3.4% 3.1% -2.7% 0.5% 1.9% 1.3% - - -
2020 -3.4% -7.5% -13.6% 6.7% 7.1% 4.6% 5.4% 3.5% -2.8% -3.8% 15.9% 5.1%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    0%16%29%-6%19%8%-1%14%29%13%0%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FGFCX 9%15%24%-21%27%-4%-3%-5%26%29%-19%
S&P 500 -16%29%-6%19%8%-1%14%29%13%-
Alpha 9%-1%-5%-15%8%-12%-2%-19%-3%16%-19%

FGFCX S&P 500

Chart +