| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
2
1
1
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 221 Small Blend 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 37.34 percent over the past year, 17.52 percent over the past three years, and 1.57 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.6% |
| 1 Year | 37.3% |
| 3 Years (Annualized) | 17.5% |
| 5 Years (Annualized) | 1.6% |
| 10 Years (Annualized) | N/A |
Summary
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 considers 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
Fees are High compared to funds in the same category.
Federated MDT Small Cap Core Fund has an expense ratio of 2.46 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
