Federated MDT Large Cap Growth A
125 Cambridge Park Drive Cambridge MA 02140
Map
Phone: 800-341-7400
| Category: | Large Growth | | Fund Family: | FEDERATED MDT SERIES | | Net Assets: | 102.72M | | Year-to-Date Return: | -11.43% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 15-Sep-05 |
|
David M. Goldsmith
Lead Manager since
15-Sep-05 | | | Goldsmith is the chief investment officer with MDT Advisors. He joined MDT Advisers in 1990 and has been responsible for the development of the Optimum Q Investment Process. |
| Min Initial Investment: | $1,500 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $1,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in securities of large sized U.S. companies. It considers large-cap companies are those of a size similar to companies listed in the Russell 1000 Growth index, and the adviser selects most of the fund's investments from companies listed in the Russell 1000 Growth index. The index measures the performance of those companies with higher price- to-book ratios and higher forecasted growth values within the large-cap segment of the U.S. equity universe, which includes the 1,000 largest U.S. companies by market capitalization. |
| Last Dividend
| N/A | | Last Cap Gain
(28-Dec-07):
| 1.35 | | Annual Holdings Turnover
| 630.00% | | Average for Category:
| 98.99% |
|
| Expense | QALGX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.36% | | Max 12b1 Fee: | 0.05%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$1,039 | $623 | | 5 Yr Expense Projection*: |
$1,393 | $956 | | 10 Yr Expense Projection*: |
$2,387 | $1,887 |
|
|
0.29% Nasdaq 
0.14%
Profile
