Federated MDT Small Cap Growth Fund Class C Shares (QCSGX)

14.27
Net Asset Value
+1.28%
1 Day
+16.68%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
3.56%
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 cap 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 stocks of small-cap companies. It considers small-cap companies to be those companies of a size similar to companies listed in the Russell 2000 ® Growth Index.

Performance

1 month+6.82% 3 years+16.68%
3 months+5.62% 5 years+3.38%
1 year+24.91% Since inception+4.05%
Data through --

Peer Comparisonvs. Small growth

 QCSGXCategory
Performance 5-yr return+3.38%+8.20%
Expense ratio3.56%1.48%
Risk 5 year sharpe ratio0.240.39
Net assets$62.5M$699.1M
Average market cap$1.7B$2.1B
Average P/E17.322.9
Portfolio turnover69%69%

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Fund Management and Purchase Info

Fund familyFederated
Fund manager & tenureFrederick Konopka / 4 Years
Minimal initial investment$1,500.00
Minimum IRA investment$250.00

Holdings

Other100.00%
U.S. stock--
International stock--
Fixed income--
Cash--
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
CBST Cubist Pharmaceuticals, Inc.1.13%
STE Steris Corporation1.13%
HPY Heartland Payment Systems, Inc.1.11%
CSTR Coinstar, Inc.1.11%
ALK Alaska Air Group, Inc.1.11%
ALKS Alkermes PLC1.09%
DLX Deluxe Corporation1.09%
TUP Tupperware Brands Corporation1.09%
AIT Applied Industrial Technologies, Inc.1.08%
WOR Worthington Industries1.07%

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