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Federated MDT All Cap Core A (QAACX) Fund Ranking and Research

Ranking, Research and Recommendation of Federated MDT All Cap Core A (QAACX) Fund

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

 

Graph of Federated MDT All Cap Core A Fund (QAACX) ManagerFund Manager - Daniel J. Mahr

Fund Manager Information

Fund Manager Tenure: 11.9 years
Fund Family: Federated
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (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 All Cap Core A Fund (QAACX) ProfileFederated MDT All Cap Core A Fund (QAACX) Profile

Fund Profile and Description

Federated MDT All Cap Core A Fund seeks long-term capital appreciation. Federated MDT All Cap Core A Fund invests primarily in common stock of U.S. companies listed in the Russell 3000® Index that measures the performance of the 3000 largest U.S. companies by market capitalization representing approximately 98% of the investable domestic equity market. It may also invest in derivatives, such as options or futures.

 

Federated MDT All Cap Core A (QAACX) Fund Strength What we like about Federated MDT All Cap Core A (QAACX) Fund

Data for Federated MDT All Cap Core A Fund (QAACX) as of May 30, 2016

  • Federated MDT All Cap Core A Fund (QAACX) management has been with Federated MDT All Cap Core A Fund for 11.9 years
  • Federated MDT All Cap Core A Fund (QAACX) has good mid-term performance (3-year return 8.91% vs 7.81% Large Value category median performance)
  • Federated MDT All Cap Core A Fund (QAACX) has good Long-term performance (5-year return 9.98% vs 9.15% Large Value category median performance)
  • Federated MDT All Cap Core A Fund (QAACX) ratio of up-years vs down years is greater than 2

Federated MDT All Cap Core A Fund (QAACX) Weakness What we are cautious about Federated MDT All Cap Core A (QAACX) Fund

Data for Federated MDT All Cap Core A Fund (QAACX) as of May 30, 2016

  • Federated MDT All Cap Core A Fund (QAACX) has a less-than-ideal short-term performance (1-year return -5.62% vs -2.36% Large Value category median performance)
  • Federated MDT All Cap Core A Fund (QAACX) has a Morningstar rating of 3 and below
  • Federated MDT All Cap Core A Fund (QAACX) has an annual stock turnover rate of 76.00% that is higher than the Large Value average of 44.24%. This could mean Federated MDT All Cap Core A is more nimble, but also signal potential high tax impact and high trading fees
  • Federated MDT All Cap Core A Fund (QAACX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.12 that is higher than category average of 11.7
  • Federated MDT All Cap Core A Fund (QAACX) has a higher expense ratio of 1.35% than its Large Value average of 1.10%
  • Federated MDT All Cap Core A Fund (QAACX) carries a 5.5% load
See Federated MDT All Cap Core A Fund (QAACX) performance details as of May 30, 2016

 

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Compare Federated MDT All Cap Core A Fund (QAACX)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 All Cap Core A1.46-5.628.919.98
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 All Cap Core A Fund (QAACX)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 All Cap Core A Fund (QAACX) Net Asset TrackingFederated MDT All Cap Core A (QAACX) Fund Net Asset

Track net asset change of Federated MDT All Cap Core A fund (QAACX)

DateNet Asset
05/2016$143.16M
03/2016$144.81M
02/2016$135.99M
More historic net asset information on Federated MDT All Cap Core A Fund (QAACX)

  

Graph of Federated MDT All Cap Core A Fund (QAACX) Portfolio TrackingFederated MDT All Cap Core A (QAACX) Fund Portfolio Allocation

Track portfolio allocation change of Federated MDT All Cap Core A fund (QAACX)

DateCashStockBondOther
03/20161.84%98.16%0%0%
12/20151.95%98.05%0%0%
09/20152.29%97.71%0%0%
Click here to see more historic asset allocation information on Federated MDT All Cap Core A Fund (QAACX)

 

graph of Federated MDT All Cap Core A Fund (QAACX) Top 10 Position TrackingTop 10 Holdings in Federated MDT All Cap Core A (QAACX) Fund

Discover what Federated MDT All Cap Core A Fund (QAACX) manager is buying

Mar 30, 2016
International Business Machines [2.7%]
HP Inc. Common Stock [2.69%]
The Travelers Companies, Inc. C [2.66%]
Target Corporation Common Stock [2.66%]
Baxter International Inc. Commo [2.61%]
Computer Sciences Corporation C [2.57%]
Prudential Financial, Inc. Comm [2.56%]
JP Morgan Chase & Co. Common St [2.47%]
Verizon Communications Inc. Com [2.42%]
Valero Energy Corporation Commo [2.28%]

Dec 30, 2015
International Business Machines [2.66%]
Apple Inc. [2.63%]
Baxter International Inc. Commo [2.63%]
Valero Energy Corporation Commo [2.62%]
JP Morgan Chase & Co. Common St [2.58%]
eBay Inc. [2.57%]
Verizon Communications Inc. Com [2.54%]
Target Corporation Common Stock [2.52%]
The Travelers Companies, Inc. C [2.5%]
Prudential Financial, Inc. Comm [2.48%]

Sep 29, 2015
Apple Inc. [2.74%]
The Travelers Companies, Inc. C [2.67%]
Verizon Communications Inc. Com [2.64%]
International Business Machines [2.59%]
Prudential Financial, Inc. Comm [2.58%]
Gilead Sciences, Inc. [2.58%]
JP Morgan Chase & Co. Common St [2.52%]
Target Corporation Common Stock [2.49%]
UnitedHealth Group Incorporated [2.41%]
Valero Energy Corporation Commo [2.34%]
Click here for Stock Holding Change Map in Federated MDT All Cap Core A Fund (QAACX)

  

Latest News on Federated MDT All Cap Core A (QAACX) Fund

See what is happening with Federated MDT All Cap Core A Fund (QAACX)

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Federated MDT All Cap Core A Fund (QAACX) Related ResourcesSee more information on Federated MDT All Cap Core A (QAACX) Fund

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