Federated Mdt Small Fund Quote
| QLSGX Fund | USD 29.77 0.48 1.64% |
Performance8 of 100
| Odds Of DistressLess than 18
|
Federated Mdt is trading at 29.77 as of the 25th of November 2024; that is 1.64 percent up since the beginning of the trading day. The fund's open price was 29.29. Federated Mdt has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Federated Mdt Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of February 2023 and ending today, the 25th of November 2024. Click here to learn more.
The fund invests primarily in the common stock of small U.S. companies. Its investment advisers investment strategy utilizes a small capitalization growth approach by selecting most of its investments from companies listed in the Russell 2000 Growth Index. More on Federated Mdt Small
Moving together with Federated Mutual Fund
| 0.94 | QKACX | Federated Mdt All | PairCorr |
| 0.95 | QKBGX | Federated Mdt Balanced | PairCorr |
| 0.78 | SBFIX | Federated Global All | PairCorr |
Moving against Federated Mutual Fund
Federated Mutual Fund Highlights
| Fund Concentration | Federated Funds, Large Funds, Small Growth Funds, Small Growth, Federated (View all Sectors) |
| Update Date | 30th of September 2024 |
Federated Mdt Small [QLSGX] is traded in USA and was established 25th of November 2024. Federated Mdt is listed under Federated category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Federated family. This fund at this time has accumulated 667.94 M in assets with no minimum investment requirementsFederated Mdt Small is currently producing year-to-date (YTD) return of 22.36% with the current yeild of 0.0%, while the total return for the last 3 years was 0.58%.
Check Federated Mdt Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Federated Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Federated Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Federated Mdt Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Federated Mdt Small Mutual Fund Constituents
| AVIR | Atea Pharmaceuticals | Stock | Health Care | |
| EVR | Evercore Partners | Stock | Financials | |
| CHS | Chicos FAS | Stock | Consumer Discretionary | |
| AEIS | Advanced Energy Industries | Stock | Information Technology | |
| DDD | 3D Systems | Stock | Industrials | |
| TREE | Lendingtree | Stock | Financials | |
| AMED | Amedisys | Stock | Health Care | |
| NKTR | Nektar Therapeutics | Stock | Health Care |
Federated Mdt Small Risk Profiles
| Mean Deviation | 0.9657 | |||
| Semi Deviation | 1.02 | |||
| Standard Deviation | 1.3 | |||
| Variance | 1.7 |
Federated Mdt Against Markets
Other Information on Investing in Federated Mutual Fund
Federated Mdt financial ratios help investors to determine whether Federated Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Federated with respect to the benefits of owning Federated Mdt security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |