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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 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+0.74% 3 years+15.87%
3 months+8.40% 5 years+13.11%
1 year+6.21% Since inception+6.69%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+13.11%+12.11%
Expense ratio2.91%1.37%
Risk 5 year sharpe ratio0.860.78
Net assets$78.3M$770.2M
Average market cap$1.2B$2.8B
Average P/E15.726.9
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. stock96.32%
International stock0.20%
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
WTW Weight Watchers International Inc2.21%
UVE Universal Insurance Holdings Inc1.52%
ABMD Abiomed Inc1.44%
BLT Blount International Inc1.29%
NSR Neustar Inc1.21%
MASI Masimo Corp1.20%
ALGT Allegiant Travel Co1.18%
SAFM Sanderson Farms Inc1.18%
CALM Cal-Maine Foods Inc1.14%
ANAC Anacor Pharmaceuticals Inc1.14%