Federated MDT Small Cap Growth Fund

Scorecard
1 / 5 Stars
Lipper
1 1 2 1 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
B- (Buy)

U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 30.79 percent over the past year, 14.45 percent over the past three years, and 23.41 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date -0.3%
1 Year 30.8%
3 Years (Annualized) 14.4%
5 Years (Annualized) 23.4%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of small U.S. companies. Its investment adviser's ("Adviser") investment strategy utilizes a small cap growth approach by selecting most of its investments from companies listed in the Russell 2000® Growth Index. The fund invests at least 80% of its net assets in stocks of small-cap companies. The fund managers consider small-cap companies to be those companies of a size similar to companies listed in the Russell 2000® Growth Index.

Fees

Fees are High compared to funds in the same category.
Federated MDT Small Cap Growth Fund has an expense ratio of 2.50 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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