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Federated MDT All Cap Core Fund;R6

NAS: QKACX

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/zigman2/quotes/206359824/realtime

$

29.86

Change

+0.11 +0.37%

Nov 14, 2019

YTD return

21.83%

5 yr avg return

9.32%

Total net assets

8.50M

52 week low

52 week high

$23.12

$30.32

Yield

0.52%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.81%

12 b-1

n/a

Turnover

87.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.15

Dividend freq.

Annually

Capital gain (2018)

2.01

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.03

Beta

1.04

Standard deviation

3.71

R. squared

0.93

Min. Investment

Standard (taxable)

n/a

IRA

n/a

Compare:
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MarketWatch News on QKACX

Lipper Leader

Total Return: 4 Consistent Return: 5 Preservation: 4 Tax Efficiency: 5 Expense: 2

YTD Lipper Ranking: Quintile 4 (68th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 21.83% 23.02% n/a 68% 4
1yr 13.74% 13.96% n/a 56% 3
3yr 13.98% 12.06% n/a 21% 2
5yr 9.32% 8.30% n/a 35% 2
10yr 11.78% 11.27% n/a 44% 3

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$21,531

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Multi-Cap Core Funds

Fund family

Federated K

Fund status

Open

Fund inception

December 12, 2006

Manager

Team Managed

Investment Policy

The Fund seeks long-term capital appreciation. The Fund seeks to achieve its objective by investing primarily in the common stock of U.S. companies. The Adviser's investment strategy utilizes a whole market, all-cap/all-style approach by selecting most of its investments from companies listed in the Russell 3000 Index.

Top Holdings

Company Symbol % of total net assets
Facebook Inc ORD n/a 1.27
Biogen Inc ORD n/a 1.33
Cadence Design Systems Inc ORD n/a 1.44
Lennox International Inc ORD n/a 1.44
Boeing Co ORD n/a 1.45
Citigroup Inc ORD n/a 1.46
Expedia Group Inc ORD n/a 1.49
EOG Resources Inc ORD n/a 1.52
M&T Bank Corp ORD n/a 1.56
Autodesk Inc ORD n/a 1.65
PepsiCo Inc ORD n/a 1.65
Veeva Systems Inc ORD n/a 1.8
Estee Lauder Companies Inc ORD n/a 1.96
HCA Healthcare Inc ORD n/a 2.05
Dupont De Nemours Inc ORD n/a 2.25
Federated Inst Prime Value Obligations Fund;Inst n/a 2.29
Mastercard Inc ORD n/a 2.3
Global Payments Inc ORD n/a 2.32
Live Nation Entertainment Inc ORD n/a 2.46
Allstate Corp ORD n/a 2.53
Automatic Data Processing Inc ORD n/a 2.69
Charter Communications Inc ORD n/a 2.7
Chevron Corp ORD n/a 2.81
Stryker Corp ORD n/a 2.85
Lockheed Martin Corp ORD n/a 2.87
/news/nonmarketwatch/company/us/qkacx

Other News on QKACX

No News currently available for QKACX

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