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    Federated MDT All Cap Core A (QAACX)

    20.82 Up 0.15(0.73%) May 27

    Profile as of Apr 29, 2016Get Profile for:
    Federated MDT All Cap Core A
    Federated Mdt Series5800 Corporate DrivePittsburgh, PA 15237-7000
    Map
    Phone: 800-341-7400
    Fund Overview 
    Category:Large Value
    Fund Family:Federated
    Net Assets:143.14M
    Year-to-Date Return:0.78%
    Yield:0.90%
    Morningstar Rating:2 stars
    Fund Inception Date:Feb 12, 2003
    Morningstar Style Box 
    Large Value
    [View Category Definition]
    View Top Large Value Funds
    About the Morningstar Style Box
    Management Information 
    Frederick L. Konopka
    Lead Manager since Aug 31, 2008
    CFA, Vice President, Portfolio and Trading Manager, MDT Advisers, a Federated Advisory Company. Dartmouth College, A.B., Mathematics; M.I.T. Sloan School of Management, M.S., Concentration in Information Technology and Finance. Joined MDT Advisers 1997, joined Federated 2006
    Investment Information 
    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
    QAACX can be purchased from 104 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of U.S. companies. Its investment adviser's investment strategy utilizes a whole market, all-cap/all-style approach by selecting most of its investments from companies listed in the Russell 3000® Index. The fund's investments may include, but are not limited to, equity securities of domestic issuers.

    Fund Operations 
    Last Dividend (Dec 29, 2015) : 0.19
    Last Cap Gain : 0.00
    Annual Holdings Turnover (May 26, 2016) : 76.00%
    Average for Category:44.39%
    Fees & Expenses 
    ExpenseQAACXCategory Avg
    Annual Report Expense Ratio (net):1.35%1.10%
    Prospectus Net Expense Ratio:1.36%N/A
    Prospectus Gross Expense Ratio:1.36%N/A
    Max 12b1 Fee:0.00%N/A
    Max Front End Sales Load:5.50%5.37%
    Max Deferred Sales Load: N/A2.03%
    3 Yr Expense Projection*:957516
    5 Yr Expense Projection*:1,254780
    10 Yr Expense Projection*:2,0951,579
    * Per $10,000 invested