4 / 5 Stars
4 4 4 3 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#23 in Large Value
U.S. News evaluated 326 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 29.67 percent over the past year, 17.10 percent over the past three years, 23.38 percent over the past five years, and 7.50 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.8%|
|3 Years (Annualized)||17.1%|
|5 Years (Annualized)||23.4%|
|10 Years (Annualized)||7.5%|
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.
Fees are Low compared to funds in the same category.
Federated MDT Stock Trust Fund has an expense ratio of 0.99 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.