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Federated MDT All Cap Core Fund;R6

NAS: QKACX

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/zigman2/quotes/206359824/realtime

$

29.54

Change

-0.06 -0.20%

Jun 4, 2020

YTD return

-1.50%

5 yr avg return

8.83%

Total net assets

8.00M

52 week low

52 week high

$20.05

$31.56

Yield

0.66%

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

0.19

Dividend freq.

Annually

Capital gain (2019)

0.84

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.06

Beta

1.10

Standard deviation

5.37

R. squared

0.97

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: 4 Expense: 2

YTD Lipper Ranking: Quintile 1 (19th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -1.50% -4.66% -2.50% 19% 1
1yr 11.48% 11.19% 16.10% 54% 3
3yr 11.34% 7.46% 10.80% 6% 1
5yr 8.83% 7.09% 10.40% 27% 2
10yr 12.23% 10.94% 13.3% 28% 2

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$21,576

Fund Comparison

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Investment focus:

Net assets:

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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.

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Other News on QKACX

No News currently available for QKACX

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