Federated MDT Small Cap Core C
125 Cambridge Park Drive Cambridge MA 02140
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Phone: 800-341-7400
| Category: | Small Blend | | Fund Family: | FEDERATED MDT SERIES | | Net Assets: | 2.83M | | Year-to-Date Return: | -10.85% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 15-Sep-05 |
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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 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in common stock of small sized U.S. companies. It invests at least 80% of net assets in stocks of small-cap companies of a size similar to companies listed in the Russell 2000 index. The index measures the performance of the 2000 smallest companies by market capitalization within the Russell 3000 index. It may also invest in derivatives, ETFs. |
| Last Dividend
| N/A | | Last Cap Gain
(28-Dec-07):
| 0.71 | | Annual Holdings Turnover
| 237.00% | | Average for Category:
| 93.00% |
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| Expense | QCSCX | Category
Avg | | Total Expense Ratio: | 2.50%
| 1.39% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 1.00%
| 2.61% | | 3 Yr Expense Projection*: |
$1,614 | $591 | | 5 Yr Expense Projection*: |
$3,037 | $967 | | 10 Yr Expense Projection*: |
$6,309 | $1,931 |
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1.49% Nasdaq 
0.27%
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