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Federated MDT Stock Instl (FMSTX)

30.66 Up 0.16(0.52%) Nov 21
Prev Close:30.50
YTD Return*:11.05%
Net Assets*:482.89M
Yield*:1.02%

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for FMSTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPM2.736.77
PFE2.141.11
CVX2.09-3.99
TRV1.6512.16
GS1.618.59

Fund Basics

Morningstar Overall Rating:
Total Assets:482.89M
Category:Large Value
Annual Report Expense Ratio (net):0.77%

Performance & Risk

YTD Return:11.05%
5y Avg Return:17.15%
Rank in Category (ytd):8
% Rank in Category (ytd):0.62%
Beta (3y):1.17
Morningstar Risk Rating:5

Fund Summary

The investment seeks to provide growth of income and capital. The fund invests primarily in the common stock of U.S. companies. Its investment adviser's investment strategy utilizes a large-cap value approach by selecting most of its investments from companies listed in the Russell 1000® Value Index. Because the fund refers to equity investments in its name, it will notify shareholders at least 60 days in advance of any change in its investment policies that would enable the fund to normally invest less than 80% of its net assets (plus any borrowings for investment purposes) in equity investments. View More
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