Bulletin
Investor Alert

New York Markets Open in:

Federated MDT Small Cap Growth Fund;R6

NAS: QLSGX

GO
/zigman2/quotes/205173764/realtime

$

23.97

Change

-0.14 -0.58%

Nov 21, 2019

YTD return

17.13%

5 yr avg return

n/a

Total net assets

318.80M

52 week low

52 week high

$19.21

$25.21

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.87%

12 b-1

n/a

Turnover

142.00%

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

n/a

Dividend freq.

Annually

Capital gain (2018)

1.45

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.37

Beta

1.28

Standard deviation

5.09

R. squared

0.74

Min. Investment

Standard (taxable)

n/a

IRA

n/a

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
1d
5d
3m
6m
1y
3y
5y
/news/latest/company/us/qlsgx

MarketWatch News on QLSGX

Lipper Leader

Total Return: 3 Consistent Return: 2 Preservation: 1 Tax Efficiency: 4 Expense: 4

YTD Lipper Ranking: Quintile 5 (88th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 17.13% 24.25% 26.20% 88% 5
1yr 7.42% 17.23% 20.10% 87% 5
3yr 11.79% 13.21% 14.80% 62% 4
5yr n/a 9.75% 10.90% n/a 0
10yr n/a 13.2% 13.4% n/a 0

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$15,851

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Small-Cap Growth Funds

Fund family

Federated R6

Fund status

Open

Fund inception

June 29, 2016

Manager

Team Managed

Investment Policy

The Fund seeks long-term capital appreciation. The Fund achieves this objective by investing primarily in common stock of small U.S. companies. The Fund considers small-cap companies to be those companies of a size similar to companies listed in the Russell 2000 Growth Index.

Top Holdings

Company Symbol % of total net assets
Pros Holdings Inc ORD n/a 0.95
Boston Beer Company Inc ORD n/a 0.96
National Beverage Corp ORD n/a 0.99
Asbury Automotive Group Inc ORD n/a 1
SPS Commerce Inc ORD n/a 1.03
Kraton Corp ORD n/a 1.07
SeaWorld Entertainment Inc ORD n/a 1.08
EMCOR Group Inc ORD n/a 1.08
Cardiovascular Systems Inc ORD n/a 1.19
Cornerstone OnDemand Inc ORD n/a 1.23
Deckers Outdoor Corp ORD n/a 1.28
National General Holdings Corp ORD n/a 1.31
j2 Global Inc ORD n/a 1.31
Medpace Holdings Inc ORD n/a 1.36
Lithia Motors Inc ORD n/a 1.37
Exponent Inc ORD n/a 1.4
Eastgroup Properties Inc ORD n/a 1.43
Perficient Inc ORD n/a 1.45
Wingstop Inc ORD n/a 1.48
Inogen Inc ORD n/a 1.55
Conmed Corp ORD n/a 1.62
Tetra Tech Inc ORD n/a 1.64
Kinsale Capital Group Inc ORD n/a 1.64
Federated Inst Prime Value Obligations Fund;Inst n/a 1.77
Repligen Corp ORD n/a 2.1
/news/nonmarketwatch/company/us/qlsgx

Other News on QLSGX

No News currently available for QLSGX

Trending Tickers
  • /quotes/zigman/17636479/composite VUZI+15.60%
  • /quotes/zigman/237947/composite JCP-5.83%
  • /quotes/zigman/59392505/composite NUGT-2.93%
  • /quotes/zigman/59386294/composite JNUG-5.94%
  • /quotes/zigman/65801738/composite TLT+1.11%
X
Powered by StockTwits
Link to MarketWatch's Slice.