| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
3
2
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#162 in Large Value
U.S. News evaluated 328 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 32.81 percent over the past year, 16.20 percent over the past three years, 0.54 percent over the past five years, and 6.52 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 18.7% |
| 1 Year | 32.8% |
| 3 Years (Annualized) | 16.2% |
| 5 Years (Annualized) | 0.5% |
| 10 Years (Annualized) | 6.5% |
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.
Fees
Fees are Average compared to funds in the same category.
Federated MDT All Cap Core Fund has an expense ratio of 1.35 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
