Federated MDT All Cap Core C
125 Cambridge Park Drive Cambridge MA 02140
Map
Phone: 800-341-7400
| Category: | Large Blend | | Fund Family: | FEDERATED MDT SERIES | | Net Assets: | 96.14M | | Year-to-Date Return: | -13.72% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 15-Sep-05 |
|
David M. Goldsmith
Lead Manager since
01-Oct-02 | | | 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 primarily in common stock of U.S. companies listed in the Russell 3000 index that measures the performance of the 3000 largest U.S. companies by market capitalization representing approximately 98% of the investable domestic equity market. The fund may also invest in derivatives, such as options or futures. |
| Last Dividend
| N/A | | Last Cap Gain
(28-Dec-07):
| 1.19 | | Annual Holdings Turnover
| 225.00% | | Average for Category:
| 71.30% |
|
| Expense | QCACX | Category
Avg | | Total Expense Ratio: | 2.13%
| 1.11% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 1.00%
| 2.63% | | 3 Yr Expense Projection*: |
$655 | $577 | | 5 Yr Expense Projection*: |
$1,124 | $877 | | 10 Yr Expense Projection*: |
$2,421 | $1,739 |
|
|
1.49% Nasdaq 
0.27%
Profile
