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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 invests at least 80% of its net assets (plus any borrowing for investment purposes) in small companies. The fund manager considers a small company to be a company of a size similar to companies listed on the Russell 2000  Growth Index.


1 month-1.43% 3 years+7.79%
3 months+8.87% 5 years+13.71%
1 year+38.82% Since inception+7.45%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+13.71%+12.33%
Expense ratio2.74%1.32%
Risk 5 year sharpe ratio0.980.87
Net assets$100.5M$864.0M
Average market cap$1.2B$3.1B
Average P/E15.129.7
Portfolio turnover198%198%

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Fund Management and Purchase Info

Fund familyFederated
Fund manager & tenureFrederick Konopka / 8 Years
Minimal initial investment$1,500.00
Minimum IRA investment$250.00


U.S. stock97.34%
International stock1.09%
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
LCII LCI Industries2.14%
NUVA NuVasive Inc1.73%
TSE Trinseo SA1.63%
BDC Belden Inc1.51%
DLX Deluxe Corp1.50%
HA Hawaiian Holdings Inc1.49%
PFPT Proofpoint Inc1.40%
SBGI Sinclair Broadcast Group Inc1.39%
AEIS Advanced Energy Industries Inc1.38%
BIG Big Lots Inc1.36%