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Federated MDT Stock Instl (FMSTX) Fund Ranking and Research

Ranking, Research and Recommendation of Federated MDT Stock Instl (FMSTX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Federated MDT Stock Instl Fund (FMSTX) ManagerFund Manager - Daniel J. Mahr

Fund Manager Information

Fund Manager Tenure: 11.3 years
Fund Family: Federated
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Mahr joined the Investment Team in 2002. Mahr is responsible for managing the Investment Team as it relates to the ongoing design, development, periodic enhancement and implementation of the Optimum Q Process. Mahr holds the Chartered Financial Analyst designation.  Get more insights on Daniel J. Mahr

 

Graph of Federated MDT Stock Instl Fund (FMSTX) ProfileFederated MDT Stock Instl Fund (FMSTX) Profile

Fund Profile and Description

Federated MDT Stock Instl Fund seeks growth of income and capital. Federated MDT Stock Instl Fund primarily invests in the common stock of U.S. companies. It uses a quantitative computer model driven by fundamental stock selection variables, including company valuations, profit trends, trading cost and impact and earnings risks. This process, called the Optimum Q Process, seeks to impose strict discipline over stock selection, unimpeded by market or manager psychology. Federated MDT Stock Instl Fund seeks to maximize compound annual return while controlling risk.

 

Federated MDT Stock Instl (FMSTX) Fund Strength What we like about Federated MDT Stock Instl (FMSTX) Fund

Data for Federated MDT Stock Instl Fund (FMSTX) as of May 30, 2016

  • Federated MDT Stock Instl Fund (FMSTX) management has been with Federated MDT Stock Instl Fund for 11.3 years
  • Federated MDT Stock Instl Fund (FMSTX) has good mid-term performance (3-year return 9.48% vs 7.81% Large Value category median performance)
  • Federated MDT Stock Instl Fund (FMSTX) has good Long-term performance (5-year return 11.56% vs 9.15% Large Value category median performance)
  • Federated MDT Stock Instl Fund (FMSTX) ratio of up-years vs down years is greater than 2
  • Federated MDT Stock Instl Fund (FMSTX) has a Morningstar rating of 4 and above
  • Federated MDT Stock Instl Fund (FMSTX) has a lower expense ratio than its Large Value average: 0.77% vs 1.10%
  • Federated MDT Stock Instl Fund (FMSTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Federated MDT Stock Instl Fund (FMSTX) Weakness What we are cautious about Federated MDT Stock Instl (FMSTX) Fund

Data for Federated MDT Stock Instl Fund (FMSTX) as of May 30, 2016

  • Federated MDT Stock Instl Fund (FMSTX) has a less-than-ideal short-term performance (1-year return -4.06% vs -2.36% Large Value category median performance)
  • Federated MDT Stock Instl Fund (FMSTX) has an annual stock turnover rate of 77.00% that is higher than the Large Value average of 44.24%. This could mean Federated MDT Stock Instl is more nimble, but also signal potential high tax impact and high trading fees
  • Federated MDT Stock Instl Fund (FMSTX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.37 that is higher than category average of 11.7
See Federated MDT Stock Instl Fund (FMSTX) performance details as of May 30, 2016

 

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Compare Federated MDT Stock Instl Fund (FMSTX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Federated MDT Stock Instl3.55-4.069.4811.56
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Federated MDT Stock Instl Fund (FMSTX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Federated MDT Stock Instl Fund (FMSTX) Net Asset TrackingFederated MDT Stock Instl (FMSTX) Fund Net Asset

Track net asset change of Federated MDT Stock Instl fund (FMSTX)

DateNet Asset
05/2016$560.25M
03/2016$562.69M
02/2016$522.92M
More historic net asset information on Federated MDT Stock Instl Fund (FMSTX)

  

Graph of Federated MDT Stock Instl Fund (FMSTX) Portfolio TrackingFederated MDT Stock Instl (FMSTX) Fund Portfolio Allocation

Track portfolio allocation change of Federated MDT Stock Instl fund (FMSTX)

DateCashStockBondOther
03/20162.03%97.97%0%0%
12/20151.64%98.36%0%0%
09/20151.91%98.09%0%0%
Click here to see more historic asset allocation information on Federated MDT Stock Instl Fund (FMSTX)

 

graph of Federated MDT Stock Instl Fund (FMSTX) Top 10 Position TrackingTop 10 Holdings in Federated MDT Stock Instl (FMSTX) Fund

Discover what Federated MDT Stock Instl Fund (FMSTX) manager is buying

Mar 30, 2016
HP Inc. Common Stock [2.71%]
NiSource Inc Common Stock [2.66%]
Prudential Financial, Inc. Comm [2.64%]
The Travelers Companies, Inc. C [2.61%]
Computer Sciences Corporation C [2.57%]
Valero Energy Corporation Commo [2.54%]
JP Morgan Chase & Co. Common St [2.5%]
CenturyLink, Inc. Common Stock [2.48%]
Target Corporation Common Stock [2.46%]
PNC Financial Services Group, I [2.43%]

Dec 30, 2015
International Business Machines [2.64%]
Wells Fargo & Company Common St [2.6%]
JP Morgan Chase & Co. Common St [2.57%]
Baxter International Inc. Commo [2.56%]
Valero Energy Corporation Commo [2.55%]
Prudential Financial, Inc. Comm [2.54%]
NiSource Inc Common Stock [2.53%]
The Travelers Companies, Inc. C [2.53%]
Citigroup, Inc. Common Stock [2.42%]
PNC Financial Services Group, I [2.42%]

Sep 29, 2015
Citigroup, Inc. Common Stock [2.57%]
Valero Energy Corporation Commo [2.54%]
The Travelers Companies, Inc. C [2.52%]
JP Morgan Chase & Co. Common St [2.52%]
Prudential Financial, Inc. Comm [2.52%]
Wells Fargo & Company Common St [2.51%]
International Business Machines [2.49%]
CVS Health Corporation Common S [2.43%]
PNC Financial Services Group, I [2.41%]
Pfizer, Inc. Common Stock [2.33%]
Click here for Stock Holding Change Map in Federated MDT Stock Instl Fund (FMSTX)

  

Latest News on Federated MDT Stock Instl (FMSTX) Fund

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Federated MDT Stock Instl Fund (FMSTX) Related ResourcesSee more information on Federated MDT Stock Instl (FMSTX) Fund

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