Mutual Funds - Profile

Federated Mid-Cap Index Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks aggregate price and dividend performance by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The process is designed to highlight companies that exhibit greater growth potential and less volatility than their peers or the broader market.

The fund also uses enhanced portfolio management techniques to over or underweight positions in securities and seeks to replicate the composition of the benchmark.   

More

Price

  • Last Close
  • $22.53
    -0.14
  • 52 Week HL
  • $23.34 - $15.73
  • Net Assets
  • $460.5 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Williams-Sonoma, Inc 0.6
Bio-Techne Corp 0.6
Solaredge Technologies, 0.6
Charles River 0.6
PTC Inc 0.6
Company Holding
Fair Isaac 0.6
Molina Healthcare, 0.6
Cognex Corporation 0.6
Darling Ingredients, 0.6
Signature Bank 0.6
Total 6%

Manager

  • Name
  • Ian L. Miller
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
17.3 % YTD

  • 3 Year
  • 14.84%
  • 5 Year
  • 32.34%
  • Best
  • 17.34%
    2021
  • Worst
  • -11.28%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FMCLX 16%15%28%-11%17%12%-4%11%33%15%-3%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 13.2% -30% 14% -0.8% 3.9% - - - - - -
Q2 3.5% 23.7% 1.2% 6.8% 1.9% -100% - - - - -
Q3 3.2% 4.7% -0.8% 3.8% 3.1% -100% - - - - -
Q4 0.6% 7.3% -2.9% -16.9% 5.2% -1.6% - - - - -

Returns +
M

J F M A M J J A S O N D
2021 1.4% 6.8% 4.5% 4.6% 0.2% -1.3% 0.4% 2% 0.8% -3% - -
2020 -2.6% -9.6% -20.6% 14.2% 7.8% 0.5% 4.7% 3.3% -3.3% 2.1% 14.1% -7.9%

Annual Return

Index Comparison

Alpha

NAV