Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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+5.24% 3 years+13.96%
3 months+5.62% 5 years+14.85%
1 year+21.66% Since inception+8.32%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+14.85%+12.81%
Expense ratio2.74%1.29%
Risk 5 year sharpe ratio1.040.92
Net assets$217.1M$944.4M
Average market cap$1.7B$3.5B
Average P/E21.029.9
Portfolio turnover198%198%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock94.05%
Fixed income3.31%
International stock0.59%
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 Corp2.29%
NBHC National Bank Holdings Corp1.97%
MASI Masimo Corp1.80%
PRI Primerica Inc1.67%
SFLY Shutterfly Inc1.62%
PBH Prestige Brands Holdings Inc1.61%
AEIS Advanced Energy Industries Inc1.56%
CHS Chico's FAS Inc1.50%
FIZZ National Beverage Corp1.41%
OFIX Orthofix International NV1.28%