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Federated MDT Small Cap Growth Fund Class B Shares (QBSGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of small U.S. companies. Its investment adviser's ("Adviser") investment strategy utilizes a small capitalization growth approach by selecting most of its investments from companies listed in the Russell 2000- Growth Index. The fund will invest its assets so that at least 80% of its net assets (plus any borrowing for investment purposes) are invested in investments in small companies. The fund's manager considers a small company to be a company of a size similar to companies listed on the Russell 2000- Growth Index.


1 month+1.79% 3 years+14.64%
3 months+7.08% 5 years+16.47%
1 year+19.19% Since inception+9.03%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+16.47%+13.02%
Expense ratio2.53%1.28%
Risk 5 year sharpe ratio1.131.04
Net assets$290.2M$1.0B
Average market cap$1.7B$3.8B
Average P/E21.529.4
Portfolio turnover118%118%

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Fund Management and Purchase Info

Fund familyFederated
Fund manager & tenureFrederick Konopka / 9 Years
Minimal initial investment$1,500.00
Minimum IRA investment$250.00


U.S. stock96.86%
International stock0.62%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Consumer goods 21.71%
Industrial materials 15.51%
Consumer service 14.75%
Hardware 11.65%
Business service 8.72%
Top 10 Holdings
Portfolio weighting
DLX Deluxe Corp1.80%
NBHC National Bank Holdings Corp1.58%
PRLB Proto Labs Inc1.49%
AEIS Advanced Energy Industries Inc1.45%
SFLY Shutterfly Inc1.42%
ROG Rogers Corp1.41%
RUSHA Rush Enterprises Inc1.38%
MASI Masimo Corp1.37%
PRAH PRA Health Sciences Inc1.35%
SGMS Scientific Games Corp1.32%