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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 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+0.17% 3 years+13.68%
3 months-5.98% 5 years+14.13%
1 year+8.14% Since inception+5.53%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+14.13%+12.11%
Expense ratio2.91%1.37%
Risk 5 year sharpe ratio0.820.78
Net assets$70.8M$770.2M
Average market cap$1.6B$2.8B
Average P/E17.026.5
Portfolio turnover121%121%

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Fund Management and Purchase Info

Fund familyFederated
Fund manager & tenureFrederick Konopka / 7 Years
Minimal initial investment$1,500.00
Minimum IRA investment$250.00


U.S. stock96.31%
International stock1.15%
Fixed income0.87%
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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