Federated MDT Small Cap Growth Inst Federated Investors Funds 5800 Corporate Drive Map
Phone: 800-341-7400
| Category: | Small Growth | | Fund Family: | Federated | | Net Assets: | 57.07M | | Year-to-Date Return: | -21.66% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Sep-05 |
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David M. Goldsmith
Lead Manager since
15-Sep-05 | | | Goldsmith joined the Investment Team in 1990. He functions as a transitional manager of the Investment Team in anticipation of his retirement on December 31, 2008. |
| Min Initial Investment: | $25,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in common stock of small U.S. companies. It invests normally in stocks of small-cap companies of a size similar to companies listed in the Russell 2000 growth index. The index measures the performance of those companies with higher price-to-book ratios and higher forecasted growth values within the small-cap segment of the U.S. equity universe, which includes 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):
| 0.07 | | Annual Holdings Turnover
| 157.00% | | Average for Category:
| 115.22% |
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| Expense | QISGX | Category Avg | | Total Expense Ratio: | 1.50%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$997 | $682 | | 5 Yr Expense Projection*: |
$1,913 | $1,079 | | 10 Yr Expense Projection*: |
$4,258 | $2,146 |
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