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

21.46
Net Asset Value
-1.06%
1 Day
+6.34%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
2.57%
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 will invest its assets so that at least 80% of its net assets (plus any borrowing for investment purposes) are invested in investments in small companies. The fund's manager considers a small company to be a company of a size similar to companies listed on the Russell 2000- Growth Index.

Performance

1 month-0.18% 3 years+14.64%
3 months+2.75% 5 years+16.99%
1 year+25.66% Since inception+8.33%
Data through --

Peer Comparisonvs. Small growth

 QCSGXCategory
Performance 5-yr return+16.99%+11.88%
Expense ratio2.57%1.27%
Risk 5 year sharpe ratio1.000.87
Net assets$397.2M$1.1B
Average market cap$2.0B$3.4B
Average P/E21.926.7
Portfolio turnover118%118%

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Fund Management and Purchase Info

Fund familyFederated
Fund manager & tenureFrederick Konopka / 9 Years
Minimal initial investment$1,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock96.05%
Cash3.53%
International stock0.42%
Fixed income0.00%
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 Corp2.01%
PRAH PRA Health Sciences Inc2.01%
EBS Emergent BioSolutions Inc1.56%
MASI Masimo Corp1.55%
PRLB Proto Labs Inc1.52%
CMPR Cimpress NV1.33%
PFPT Proofpoint Inc1.32%
MPWR Monolithic Power Systems Inc1.27%
ROG Rogers Corp1.26%
LPX Louisiana-Pacific Corp1.26%