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

18.06
Net Asset Value
+2.85%
1 Day
+1.52%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
2.94%
Expense Ratio
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 cap growth approach by selecting most of its investments from companies listed in the Russell 2000  Growth Index. The fund invests at least 80% of its net assets in stocks of small-cap companies. The fund managers consider small-cap companies to be those companies of a size similar to companies listed in the Russell 2000  Growth Index.

Performance

1 month-6.08% 3 years+14.41%
3 months-5.30% 5 years+17.57%
1 year+2.56% Since inception+7.36%
Data through --

Peer Comparisonvs. Small growth

 QBSGXCategory
Performance 5-yr return+17.57%+17.65%
Expense ratio2.94%1.37%
Risk 5 year sharpe ratio0.990.99
Net assets$74.1M$840.8M
Average market cap$1.6B$3.0B
Average P/E17.029.8
Portfolio turnover61%61%

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Fund Management and Purchase Info

Fund familyFederated
Fund manager & tenureFrederick Konopka / 6 Years
Minimal initial investment$1,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock96.31%
Cash1.67%
International stock1.15%
Fixed income0.87%
Other0.00%
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
WTW Weight Watchers International Inc1.54%
WETF WisdomTree Investments Inc1.52%
DY Dycom Industries Inc1.40%
NSR Neustar Inc1.28%
SAFM Sanderson Farms Inc1.27%
OUTR Outerwall Inc1.26%
AMBA Ambarella Inc1.25%
UVE Universal Insurance Holdings Inc1.23%
MANH Manhattan Associates Inc1.22%
CACC Credit Acceptance Corp1.19%

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