Federated Equity Income Fund, Inc. Institutional Shares (LEISX)

$23.99
B Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Value
Fund BenchmarkU.S. Large Cap - Value
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Federated Equity Income Fund, Inc. Institutional Shares 35 0.99 8.40% 2.95% 0.89%
U.S. Large Cap - Value 35 1.01 8.39% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 8.01% 8.09% -0.08%
Year-to-Date 8.40% 8.39% 0.02%
1 Year 21.41% 0.00% 21.41%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

35%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 35% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.89%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,125

Real cost (fees + lost compounding)

$1,393

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-2.76%