Mutual Funds - Profile

Federated MDT Mid Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The investment process starts with companies in the benchmark index and the team employs a quantitative model driven by fundamental and technical stock selection variables.

Next, the research team with the help of fundamental analysis assesses the relative value, profit trends, capital structure and price history of companies. Technical stock selection process avoids market or manager sentiment come into play.

The portfolio is diversified to control risk and limit exposure to individual companies as well as to groups of More

Price

  • Last Close
  • $20.03
    +0.48
  • 52 Week HL
  • $24.63 - $17.99
  • Net Assets
  • $636.2 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Fortinet Inc 2.9
MSCI Inc 2.5
Palo Alto 2.2
McKesson Corporation 2.1
Take Two 2.1
Company Holding
Veeva Systems 2.0
Arista Networks, 1.9
Carrier Global 1.8
Etsy, Inc. 1.8
Kla Corp 1.7
Total 21%

Manager

  • Name
  • Daniel Mahr
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-12.9 % YTD

  • 3 Year
  • -18.56%
  • 5 Year
  • 6.89%
  • Best
  • 69.57%
    1999
  • Worst
  • -43.17%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
FGSCX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -12.9% - -21.4% 18.8% 5.5% 7.7% 0.7% 3.1% 2.3% 11.1% -
Q2 - 11.4% 32.6% 3.8% 4.6% 1% -5.6% -1.5% 3.3% 4.1% -
Q3 - 10.5% 8.2% -3.3% 9.2% 4.7% 9.2% -8.1% - 8.5% -
Q4 - -32.6% 5.9% -8% -17.9% 8% 5.1% 1.3% 6.9% 11% -

Returns +
M

J F M A M J J A S O N D
2022 -12.9% - - - - - - - - - - -
2021 0.1% 0.1% -0.2% 5.9% -0.6% 5.8% 4.6% 4.8% 0.8% - -2.2% -35%

Annual
Return

Index Comparison

Alpha

NAV