Federated Mid Cap Index Fund Manager Performance Evaluation

FMDCX Fund  USD 16.31  0.14  0.87%   
The fund shows a Beta (market volatility) of 0.93, which means possible diversification benefits within a given portfolio. Federated Mid returns are very sensitive to returns on the market. As the market goes up or down, Federated Mid is expected to follow.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Mid Cap Index are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Federated Mid showed solid returns over the last few months and may actually be approaching a breakup point.
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Expense Ratio Date31st of December 2025
Expense Ratio0.5700
  

Federated Mid Relative Risk vs. Return Landscape

If you would invest  1,349  in Federated Mid Cap Index on December 3, 2025 and sell it today you would earn a total of  282.00  from holding Federated Mid Cap Index or generate 20.9% return on investment over 90 days. Federated Mid Cap Index is currently producing 0.3283% returns and takes up 1.5626% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Federated, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Federated Mid is expected to generate 2.06 times more return on investment than the market. However, the company is 2.06 times more volatile than its market benchmark. It trades about 0.21 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.05 per unit of risk.

Federated Mid Current Valuation

Overvalued
Today
16.31
Please note that Federated Mid's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Federated Mid Cap shows a prevailing Real Value of $15.95 per share. The current price of the fund is $16.31. We determine the value of Federated Mid Cap from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Federated Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Mid's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  16.31 Real  15.95 Hype  16.31 Naive  16.1
The intrinsic value of Federated Mid's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Federated Mid's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
15.95
Real Value
17.50
Upside
Estimating the potential upside or downside of Federated Mid Cap Index helps investors to forecast how Federated mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Federated Mid more accurately as focusing exclusively on Federated Mid's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.4616.2616.40
Details
Hype
Prediction
LowEstimatedHigh
14.7616.3117.86
Details
Naive
Forecast
LowNext ValueHigh
14.5516.1017.65
Details
Below is the normalized historical share price chart for Federated Mid Cap Index extending back to April 21, 1994. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Federated Mid stands at 16.31, as last reported on the 3rd of March, with the highest price reaching 16.31 and the lowest price hitting 16.31 during the day.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Federated Mid Target Price Odds to finish over Current Price

The tendency of Federated Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 16.31 90 days 16.31 
about 13.28
Based on a normal probability distribution, the odds of Federated Mid to move above the current price in 90 days from now is about 13.28 (This Federated Mid Cap Index probability density function shows the probability of Federated Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Federated Mid has a beta of 0.93. This usually indicates Federated Mid Cap Index market returns are sensitive to returns on the market. As the market goes up or down, Federated Mid is expected to follow. Additionally Federated Mid Cap Index has an alpha of 0.264, implying that it can generate a 0.26 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Federated Mid Price Density   
       Price  

Predictive Modules for Federated Mid

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Federated Mid Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Federated Mid's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
14.7616.3117.86
Details
Intrinsic
Valuation
LowRealHigh
14.4015.9517.50
Details
Naive
Forecast
LowNextHigh
14.5516.1017.65
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.4616.2616.40
Details

Federated Mid Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Federated Mid is not an exception. The market had few large corrections towards the Federated Mid's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Federated Mid Cap Index, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Federated Mid within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.26
β
Beta against Dow Jones0.93
σ
Overall volatility
0.97
Ir
Information ratio 0.17

Federated Mid Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Federated Mid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Federated Mid Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund retains 96.4% of its assets under management (AUM) in equities

Federated Mid Fundamentals Growth

Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Mid, and Federated Mid fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Federated Mutual Fund performance.

About Federated Mid Performance

Evaluating Federated Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Mid has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Federated Mid has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests its assets primarily in common stocks included in the Standard Poors MidCap 400 Index. The index is a broad-based market capitalization-weighted index of common stocks representing all major industries in the mid-range of the U.S. stock market. It may invest in derivatives contracts to implement its investment strategies.

Things to note about Federated Mid Cap performance evaluation

Checking the ongoing alerts about Federated Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund retains 96.4% of its assets under management (AUM) in equities
Evaluating Federated Mid's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Federated Mid's mutual fund performance include:
  • Analyzing Federated Mid's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Federated Mid's stock is overvalued or undervalued compared to its peers.
  • Examining Federated Mid's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Federated Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Mid's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Federated Mid's mutual fund. These opinions can provide insight into Federated Mid's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Federated Mid's mutual fund performance is not an exact science, and many factors can impact Federated Mid's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Federated Mutual Fund

Federated Mid 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 Mid security.
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