2 / 5 Stars
3 3 3 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#104 in Large Value
U.S. News evaluated 325 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.49 percent over the past year, 14.45 percent over the past three years, 17.43 percent over the past five years, and 5.89 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||5.9%|
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.
Fees are High compared to funds in the same category.
Federated MDT All Cap Core Fund has an expense ratio of 1.35 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.