2 / 5 Stars
2 2 2 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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.
The fund has returned 27.98 percent over the past year, 17.05 percent over the past three years, and 20.66 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||17.1%|
|5 Years (Annualized)||20.7%|
|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. 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 are Above Average compared to funds in the same category.
Federated MDT Small Cap Growth Fund has an expense ratio of 1.50 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.