Federated MDT All Cap Core Fund Class A Shares QAACX:NASDAQ

Net Asset Value$30.17Previous Close - 7/17/2019
1-Day Change-0.20(0.66%)
YTD Change+5.49(22.24%)

Growth of $10,000 Since Fund Inception

View portfolioPortfolio as of 03/31/2019

Top 5 SectorsTop 5 Holdings
Finance16.47%
Chevron Corp ORD3.10%
Technology Services15.20%
Automatic Data Processing I...2.80%
Electronic Technology11.04%
Stryker Corp ORD2.80%
Health Technology9.73%
Live Nation Entertainment I...2.59%
Consumer Services9.42%
Allstate Corp ORD2.57%
Concentration of Top 561.86% Concentration of Top 513.86% 

Fund Profile

Fund Strategy

The Fund seeks long-term capital appreciation. The Fund seeks to achieve its objective by investing primarily in the common stock of U.S. companies. The Adviser's investment strategy utilizes a whole market, all-cap/all-style approach by selecting most of its investments from companies listed in the Russell 3000 Index.

Fund Category US Diversified Equity
Inception Date 02/12/2003
Manager Team Managed
Fund Classification Multi-Cap Core Funds
Managed Since N/A
Other Managed Funds   GOFXX  TOIXX  GOIXX  POIXX  UTIXX

Lipper Leader Scorecard as of 06/30/2019

RatingTotal
Return
Consistent
Return
PreservationTax
Efficiency
Expense*
Overall Rating(# of funds in category)
646

646

12,238

646

214
3 Year Rating(# of funds in category)
646

646

12,238

646

214
5 Year Rating(# of funds in category)
554

554

10,370

554

201
10 Year Rating(# of funds in category)
387

387

7,014

387

155

Fund Highlights

Total Expense Ratio1.36%
Average Market Capitallization$105.3 B
Net Asset ValueN/A
Total Net Assets$64.5 M
Sales ExpensesFront-end Load Fund
Minimum Initial Investment$1500
Minimum IRA Investment$250
AvailabilityOpen to New Investors
Current Yield0.24%
Dividend Ex-Date12/28/2018

Risk Analysis

Beta vs. S&P 5001.06
R-Squared vs. S&P 5000.93
Standard Deviation12.88%
Sharpe Ratio0.93
Portfolio TurnoverN/A