Literature and Forms

Regulatory Documents
Showing 1 through 100 out of 712 total documents
Literature and Forms
Document Name Name / As of Description As Of Actions
Form CRS - Federated MDTA LLC
March 16 2023
Form CRS/ADV Part 3 is a client relationship summary that contains information about the advisors types of services, the fees, costs, conflicts of interest, and required standard of conduct associated with those services; and where to find additional information regarding the services.
March 16 2023
Form ADV - Federated Investment Counseling - Managed Accounts 
March 16 2023
Form ADV Part 2 provides information about the adviser's advisory business including advisory services, fees, assets under management, conflicts of interest and other information. Part 2B provides Clover ACV Portfolio Manager Bio's. Includes Privacy Policy and ERISA Disclosure.
March 16 2023
Form CRS - Federated Global Investment Management Corp.
March 16 2023
Form CRS/ADV Part 3 is a client relationship summary that contains information about the advisors types of services, the fees, costs, conflicts of interest, and required standard of conduct associated with those services; and where to find additional information regarding the services.
March 16 2023
Form CRS - Federated Investment Counseling
March 16 2023
Form CRS/ADV Part 3 is a client relationship summary that contains information about the advisors types of services, the fees, costs, conflicts of interest, and required standard of conduct associated with those services; and where to find additional information regarding the services.
March 16 2023
Form ADV - Federated Global Investment Management Corp. (International ADR) - Managed Accounts
March 16 2023
Form ADV Part 2 provides information about the adviser's advisory business including advisory services, fees, assets under management, conflicts of interest and other information. Part 2B provides International ADR Portfolio Manager Bio's. Includes Privacy Policy and ERISA Disclosure.
March 16 2023
Form ADV - Federated Global Investment Management Corp. (Kaufmann Large Cap Growth) - Managed Accounts
March 16 2023
Form ADV Part 2 provides information about the adviser's advisory business including advisory services, fees, assets under management, conflicts of interest and other information. Part 2B provides Kaufmann Large Cap Growth Portfolio Manager Bio's. Includes Privacy Policy and ERISA Disclosure.
March 16 2023
Form ADV - Federated Investment Counseling (Growth and Income) - Managed Accounts
March 16 2023
Form ADV Part 2 provides information about the adviser's advisory business including advisory services, fees, assets under management, conflicts of interest and other information. Part 2B provides Growth and Income Portfolio Manager Bio's. Includes Privacy Policy and ERISA Disclosure.
March 16 2023
Form ADV - Federated Investment Counseling (Intermediate Muni) - Managed Accounts
March 16 2023
Form ADV Part 2 provides information about the adviser's advisory business including advisory services, fees, assets under management, conflicts of interest and other information. Part 2B provides the Intermediate Muni Portfolio Manager Bio's Includes Privacy Policy and ERISA Disclosure
March 16 2023
Form ADV - Federated Investment Counseling - (Clover SCV) - Managed Accounts
March 16 2023
Form ADV Part 2 provides information about the adviser's advisory business including advisory services, fees, assets under management, conflicts of interest and other information. Part 2B provides Clover SCV Portfolio Manager Bio's Includes Privacy Policy and ERISA Disclosure.
March 16 2023
Form ADV - Federated Investment Counseling - (Strategic Value Dividend, International Strategic Dividend with MAP's, International Strategic Dividend ADR and Global Strategic Dividend) - Managed Accounts
March 16 2023
Form ADV Part 2 provides information about the adviser's advisory business including advisory services, fees, assets under management, conflicts of interest and other information. Part 2B provides Strategic Value Dividend, International Strategic Value Dividend with MAP's, International Strategic Value Dividend ADR and Global Strategic Value Dividend Portfolio Manager Bio's. Includes Privacy Policy and ERISA Disclosure.
March 16 2023
Form ADV - Federated Global Investment Management Corp. (Institutional Separate Accounts)
March 16 2023
Form ADV Part 2 provides information about the adviser's advisory business including advisory services, fees, assets under management, conflicts of interest and other information. Includes Privacy Policy.
March 16 2023
Form ADV - Federated Investment Counseling (All Fixed Income) - Managed Accounts
March 16 2023
Form ADV Part 2 provides information about the adviser's advisory business including advisory services, fees, assets under management, conflicts of interest and other information. Part 2B provides Portfolio Manager Bio's for all Fixed Income strategies. Includes Privacy Policy and ERISA Disclosure.
March 16 2023
Form ADV - Federated Investment Counseling (Clover ACV) - Managed Accounts
March 16 2023
Form ADV Part 2 provides information about the adviser's advisory business including advisory services, fees, assets under management, conflicts of interest and other information. Part 2B provides Clover ACV Portfolio Manager Bio's. Includes Privacy Policy and ERISA Disclosure.
March 16 2023
Form ADV - Federated Investment Counseling (Clover Balanced) - Managed Account
March 16 2023
Form ADV Part 2 provides information about the adviser's advisory business including advisory services, fees, assets under management, conflicts of interest and other information. Part 2B provides Clover Balanced Portfolio Manager Bio's. Includes Privacy Policy and ERISA Disclosure.
March 16 2023
Form ADV - Federated MDTA LLC (All MDT) - Managed Accounts
March 16 2023
Form ADV Part 2 provides information about the adviser's advisory business including advisory services, fees, assets under management, conflicts of interest and other information. Part 2B provides Portfolio Manager Bio's for all MDT strategies. Includes Privacy Policy and ERISA Disclosure.
March 16 2023
Form ADV - Federated MDTA LLC (Institutional Separate Accounts)
March 16 2023
Form ADV Part 2 provides information about the adviser's advisory business including advisory services, fees, assets under management, conflicts of interest and other information. Includes Privacy Policy.
March 16 2023
Form ADV - Federated Investment Counseling (Institutional Separate Accounts)
March 16 2023
Form ADV Part 2 provides information about the adviser's advisory business including advisory services, fees, assets under management, conflicts of interest and other information. Includes Privacy Policy.
March 16 2023
Conservative Municipal Microshort Fund Prospectus
March 10 2023
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
March 10 2023
Conservative Municipal Microshort Fund Statement of Additional Information
March 10 2023
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
March 10 2023
Conservative Municipal Microshort Fund Summary Prospectus
March 10 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
March 10 2023
Municipal Ultrashort Fund Prospectus
March 10 2023
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
March 10 2023
Municipal Ultrashort Fund Statement of Additional Information
March 10 2023
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
March 10 2023
Municipal Ultrashort Fund Summary Prospectus
March 10 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
March 10 2023
High Income Bond Fund, Inc. (Incorporated) Prospectus
March 8 2023
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
March 8 2023
High Income Bond Fund, Inc. (Incorporated) Statement of Additional Information
March 8 2023
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
March 8 2023
High Income Bond Fund, Inc. (Incorporated) Summary Prospectus
March 8 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
March 8 2023
California Municipal Cash Trust Prospectus
February 27 2023
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
California Municipal Cash Trust Statement of Additional Information
February 27 2023
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
February 27 2023
California Municipal Cash Trust Summary Prospectus
February 27 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
California Municipal Cash Trust Summary Prospectus
February 27 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
California Municipal Cash Trust Summary Prospectus
February 27 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
California Municipal Cash Trust Summary Prospectus
February 27 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
California Municipal Cash Trust Summary Prospectus
February 27 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
Clover Small Value Fund Quarter 1 Holdings
February 27 2023
First quarter holdings based on fund's fiscal year end.
February 27 2023
Core Bond Fund Quarter 1 Holdings
February 27 2023
First quarter holdings based on fund's fiscal year end.
February 27 2023
Corporate Bond Strategy Portfolio Annual Shareholder Report
February 27 2023
The fund's annual report provides shareholders with information such as recent performance, portfolio information and financial information.
February 27 2023
Corporate Bond Strategy Portfolio Prospectus
February 27 2023
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
Corporate Bond Strategy Portfolio Statement of Additional Information
February 27 2023
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
February 27 2023
Floating Rate Strategic Income Fund Quarter 3 Holdings
February 27 2023
Third quarter holdings based on fund's fiscal year end.
February 27 2023
Fund for U.S. (United States) Government Securities II Annual Shareholder Report
February 27 2023
The fund's annual report provides shareholders with information such as recent performance, portfolio information and financial information.
February 27 2023
Fund for U.S. (United States) Government Securities Quarter 3 Holdings
February 27 2023
Third quarter holdings based on fund's fiscal year end.
February 27 2023
Government Money Fund II Annual Shareholder Report
February 27 2023
The fund's annual report provides shareholders with information such as recent performance, portfolio information and financial information.
February 27 2023
High Income Bond Fund II Annual Shareholder Report
February 27 2023
The fund's annual report provides shareholders with information such as recent performance, portfolio information and financial information.
February 27 2023
High Income Bond Fund, Inc. (Incorporated) Quarter 3 Holdings
February 27 2023
Third quarter holdings based on fund's fiscal year end.
February 27 2023
High Yield Strategy Portfolio Annual Shareholder Report
February 27 2023
The fund's annual report provides shareholders with information such as recent performance, portfolio information and financial information.
February 27 2023
High Yield Strategy Portfolio Prospectus
February 27 2023
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
High Yield Strategy Portfolio Statement of Additional Information
February 27 2023
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
February 27 2023
Inflation Protected Securities Fund Quarter 1 Holdings
February 27 2023
First quarter holdings based on fund's fiscal year end.
February 27 2023
Institutional Tax-Free Cash Trust Prospectus
February 27 2023
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
Institutional Tax-Free Cash Trust Statement of Additional Information
February 27 2023
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
February 27 2023
Institutional Tax-Free Cash Trust Summary Prospectus
February 27 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
Institutional Tax-Free Cash Trust Summary Prospectus
February 27 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
Kaufmann Fund II Annual Shareholder Report
February 27 2023
The fund's annual report provides shareholders with information such as recent performance, portfolio information and financial information.
February 27 2023
MDT Market Neutral Fund Annual Shareholder Report
February 27 2023
The fund's annual report provides shareholders with information such as recent performance, portfolio information and financial information.
February 27 2023
MDT Market Neutral Fund Prospectus
February 27 2023
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
MDT Market Neutral Fund Statement of Additional Information
February 27 2023
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
February 27 2023
MDT Market Neutral Fund Summary Prospectus
February 27 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
Managed Volatility Fund II Annual Shareholder Report
February 27 2023
The fund's annual report provides shareholders with information such as recent performance, portfolio information and financial information.
February 27 2023
Mortgage Strategy Portfolio Annual Shareholder Report
February 27 2023
The fund's annual report provides shareholders with information such as recent performance, portfolio information and financial information.
February 27 2023
Mortgage Strategy Portfolio Prospectus
February 27 2023
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
Mortgage Strategy Portfolio Statement of Additional Information
February 27 2023
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
February 27 2023
Municipal Bond Fund, Inc. (Incorporated) Quarter 3 Holdings
February 27 2023
Third quarter holdings based on fund's fiscal year end.
February 27 2023
Municipal Ultrashort Fund Quarter 1 Holdings
February 27 2023
First quarter holdings based on fund's fiscal year end.
February 27 2023
New York Municipal Cash Trust Prospectus
February 27 2023
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
New York Municipal Cash Trust Statement of Additional Information
February 27 2023
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
February 27 2023
New York Municipal Cash Trust Summary Prospectus
February 27 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
New York Municipal Cash Trust Summary Prospectus
February 27 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
New York Municipal Cash Trust Summary Prospectus
February 27 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
New York Municipal Cash Trust Summary Prospectus
February 27 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 27 2023
Project and Trade Finance Tender Fund Quarter 3 Holdings
February 27 2023
Third quarter holdings based on fund's fiscal year end.
February 27 2023
Prudent Bear Fund Quarter 1 Holdings
February 27 2023
First quarter holdings based on fund's fiscal year end.
February 27 2023
Quality Bond Fund II Annual Shareholder Report
February 27 2023
The fund's annual report provides shareholders with information such as recent performance, portfolio information and financial information.
February 27 2023
Short-Intermediate Municipal Fund Semi-Annual Shareholder Report
February 27 2023
The fund's semi-annual report provides shareholders with information such as recent performance, portfolio information and financial information.
February 27 2023
U.S. (United States) SMID (Small-Mid Capitalization) Fund Semi-Annual Shareholder Report
February 27 2023
The fund's semi-annual report provides shareholders with information such as recent performance, portfolio information and financial information.
February 27 2023
Ultrashort Bond Fund Quarter 1 Holdings
February 27 2023
First quarter holdings based on fund's fiscal year end.
February 27 2023
International Developed Equity Fund Prospectus
February 22 2023
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 22 2023
International Developed Equity Fund Statement of Additional Information
February 22 2023
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
February 22 2023
International Developed Equity Fund Summary Prospectus
February 22 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
February 22 2023
Institutional High Yield Bond Fund Statement of Additional Information
February 14 2023
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
February 14 2023
Institutional High Yield Bond Fund Summary Prospectus
February 14 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses. 
February 14 2023
Equity Income Fund, Inc. (Incorporated) Summary Prospectus
January 26 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
January 26 2023
Equity Income Fund, Inc. (Incorporated) Statement of Additional Information
January 26 2023
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
January 26 2023
Equity Income Fund, Inc. Prospectus
January 26 2023
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
January 26 2023
Government Income Securities, Inc. (Incorporated) Quarter 3 Holdings
January 26 2023
Third quarter holdings based on fund's fiscal year end.
January 26 2023
International Developed Equity Fund Annual Shareholder Report
January 26 2023
The fund's annual report provides shareholders with information such as recent performance, portfolio information and financial information.
January 26 2023
Adjustable Rate Fund Quarter 1 Holdings
January 26 2023
First quarter holdings based on fund's fiscal year end.
January 26 2023
Capital Income Fund Annual Shareholder Report
January 26 2023
The fund's annual report provides shareholders with information such as recent performance, portfolio information and financial information.
January 26 2023
Capital Income Fund Prospectus
January 26 2023
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
January 26 2023
Capital Income Fund Statement of Additional Information
January 26 2023
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
January 26 2023
Capital Income Fund Summary Prospectus
January 26 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
January 26 2023
Conservative Microshort Fund Quarter 1 Holdings
January 26 2023
First quarter holdings based on fund's fiscal year end.
January 26 2023
Conservative Municipal Microshort Fund Quarter 1 Holdings
January 26 2023
First quarter holdings based on fund's fiscal year end.
January 26 2023
Corporate Bond Fund Annual Shareholder Report
January 26 2023
The fund's annual report provides shareholders with information such as recent performance, portfolio information and financial information.
January 26 2023
Corporate Bond Fund Prospectus
January 26 2023
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
January 26 2023
Corporate Bond Fund Statement of Additional Information
January 26 2023
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
January 26 2023
Corporate Bond Fund Summary Prospectus
January 26 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
January 26 2023
Emerging Market Debt Fund Annual Shareholder Report
January 26 2023
The fund's annual report provides shareholders with information such as recent performance, portfolio information and financial information.
January 26 2023
Emerging Market Debt Fund Prospectus
January 26 2023
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
January 26 2023
Emerging Market Debt Fund Statement of Additional Information
January 26 2023
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
January 26 2023
Emerging Market Debt Fund Summary Prospectus
January 26 2023
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
January 26 2023
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