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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
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+3.80% 3 years+10.78%
3 months+6.46% 5 years+13.72%
1 year+25.56% Since inception+8.06%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+13.72%+10.73%
Expense ratio2.74%1.31%
Risk 5 year sharpe ratio0.880.78
Net assets$124.8M$917.8M
Average market cap$1.4B$3.3B
Average P/E17.928.5
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. stock96.10%
International stock1.04%
Fixed income0.39%
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
SBGI Sinclair Broadcast Group Inc1.78%
PRI Primerica Inc1.78%
ESNT Essent Group Ltd1.68%
HA Hawaiian Holdings Inc1.65%
CPS Cooper-Standard Holdings Inc1.64%
COHR Coherent Inc1.59%
ICUI ICU Medical Inc1.55%
JCOM J2 Global Inc1.52%
DF Dean Foods Co1.39%
BIG Big Lots Inc1.28%