2 / 5 Stars
3 3 2 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 227 Small Blend 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 32.63 percent over the past year, 14.52 percent over the past three years, and 24.81 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.6%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||24.8%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of small U.S. companies. Under normal market conditions, it invests at least 80% of its net assets in stocks of small-cap companies. The fund's managers consider small-cap companies to be those companies of a size similar to companies listed in the Russell 2000® Index. Its 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 Small Cap Core Fund has an expense ratio of 2.45 percent.
Risk is High compared to funds in the same category according to Morningstar.