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

17.38
Net Asset Value
+1.28%
1 Day
+0.17%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
2.94%
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. The fund managers consider small-cap companies to be those companies of a size similar to companies listed in the Russell 2000 ® Growth Index.

Performance

1 month-1.08% 3 years+14.73%
3 months+3.45% 5 years+17.68%
1 year+6.69% Since inception+6.17%
Data through --

Peer Comparisonvs. Small growth

 QCSGXCategory
Performance 5-yr return+17.68%+15.53%
Expense ratio2.94%1.39%
Risk 5 year sharpe ratio0.870.90
Net assets$73.1M$793.8M
Average market cap$2.0B$2.9B
Average P/E19.426.6
Portfolio turnover61%61%

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Fund Management and Purchase Info

Fund familyFederated
Fund manager & tenureFrederick Konopka / 6 Years
Minimal initial investment$1,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock95.69%
Fixed income2.18%
Cash2.14%
International stock0.00%
Other0.00%
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
DLX Deluxe Corp1.12%
PRXL Parexel International Corp1.12%
TMH Team Health Holdings Inc1.12%
STE Steris Corp1.11%
ULTI Ultimate Software Group Inc1.08%
PTC PTC Inc1.07%
SAFM Sanderson Farms Inc1.06%
ARUN Aruba Networks Inc1.06%
CAVM Cavium Inc1.03%
PCRX Pacira Pharmaceuticals Inc1.03%

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