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Federated MDT Balanced A (QABGX) Fund Ranking and Research

Ranking, Research and Recommendation of Federated MDT Balanced A (QABGX) Fund

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

 

Graph of Federated MDT Balanced A Fund (QABGX) ManagerFund Manager - John Sherman

Fund Manager Information

Fund Manager Tenure: 17.8 years
Fund Family: Federated
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

 

Graph of Federated MDT Balanced A Fund (QABGX) ProfileFederated MDT Balanced A Fund (QABGX) Profile

Fund Profile and Description

Federated MDT Balanced A Fund seeks the possibility of long-term growth of capital and income. Federated MDT Balanced A Fund may invest in a wide variety of investments such as equity securities, fixed-income securities, foreign securities, exchange-traded funds (ETFs) and derivative and hybrid instruments. It may invest approximately 60% of the assets in equity securities and 40% of the assets in fixed-income securities and other investments. The Adviser may vary this allocation +/- 20% depending upon its economic and market outlook as well as a result of the identification of favorable investment opportunities.

 

Federated MDT Balanced A (QABGX) Fund Strength What we like about Federated MDT Balanced A (QABGX) Fund

Data for Federated MDT Balanced A Fund (QABGX) as of May 30, 2016

  • Federated MDT Balanced A Fund (QABGX) management has been with Federated MDT Balanced A Fund for 17.8 years
  • Federated MDT Balanced A Fund (QABGX) has good mid-term performance (3-year return 5.74% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • Federated MDT Balanced A Fund (QABGX) has good Long-term performance (5-year return 6.20% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • Federated MDT Balanced A Fund (QABGX) ratio of up-years vs down years is greater than 2

Federated MDT Balanced A Fund (QABGX) Weakness What we are cautious about Federated MDT Balanced A (QABGX) Fund

Data for Federated MDT Balanced A Fund (QABGX) as of May 30, 2016

  • Federated MDT Balanced A Fund (QABGX) has a less-than-ideal short-term performance (1-year return -4.44% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • Federated MDT Balanced A Fund (QABGX) has a Morningstar rating of 3 and below
  • Federated MDT Balanced A Fund (QABGX) has an annual stock turnover rate of 89.00% that is higher than the Allocation--50% to 70% Equity average of 53.61%. This could mean Federated MDT Balanced A is more nimble, but also signal potential high tax impact and high trading fees
  • Federated MDT Balanced A Fund (QABGX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.98 that is higher than category average of 7.71
  • Federated MDT Balanced A Fund (QABGX) has a higher expense ratio of 1.30% than its Allocation--50% to 70% Equity average of 0.85%
  • Federated MDT Balanced A Fund (QABGX) carries a 5.5% load
See Federated MDT Balanced A Fund (QABGX) performance details as of May 30, 2016

 

What do you think?

 

Compare Federated MDT Balanced A Fund (QABGX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Federated MDT Balanced A0.82-4.445.746.20
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare Federated MDT Balanced A Fund (QABGX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of Federated MDT Balanced A Fund (QABGX) Net Asset TrackingFederated MDT Balanced A (QABGX) Fund Net Asset

Track net asset change of Federated MDT Balanced A fund (QABGX)

DateNet Asset
05/2016$136.47M
03/2016$137.06M
02/2016$131.67M
More historic net asset information on Federated MDT Balanced A Fund (QABGX)

  

Graph of Federated MDT Balanced A Fund (QABGX) Portfolio TrackingFederated MDT Balanced A (QABGX) Fund Portfolio Allocation

Track portfolio allocation change of Federated MDT Balanced A fund (QABGX)

DateCashStockBondOther
03/201613.45%43.08%42.68%0.33%
12/201515.07%49.4%34.71%0.53%
09/201519.14%46.08%34.27%0.13%
Click here to see more historic asset allocation information on Federated MDT Balanced A Fund (QABGX)

 

graph of Federated MDT Balanced A Fund (QABGX) Top 10 Position TrackingTop 10 Holdings in Federated MDT Balanced A (QABGX) Fund

Discover what Federated MDT Balanced A Fund (QABGX) manager is buying

Mar 30, 2016
Us 2yr Note (Cbt) Jun16 [14.7%]
Federated Mortgage Core Portfolio [11.13%]
iShares MSCI EAFE [5.01%]
Us 5yr Note (Cbt) Jun16 [3.81%]
High Yield Bond Portfolio [3.46%]
Us 10yr Note (Cbt)jun16 [2.67%]
Federated Project and Trade Fin Cor [2%]
Emerging Markets Fixed Income Core Fund [1.63%]
Computer Sciences Corporation C [1.19%]
HP Inc. Common Stock [1.18%]

Dec 30, 2015
Us 2yr Note (Cbt) Mar16 [13.06%]
Federated Mortgage Core Portfolio [7.17%]
iShares MSCI EAFE [6.35%]
Us 10yr Note (Cbt)mar16 [3.46%]
Us 5yr Note (Cbt) Mar16 [3.25%]
High Yield Bond Portfolio [2.54%]
iShares Currency Hedged MSCI EAFE [1.81%]
Federated Project and Trade Fin Cor [1.46%]
Valero Energy Corporation Commo [1.27%]
Baxter International Inc. Commo [1.26%]

Sep 29, 2015
2 Year US Treasury Note Future Dec15 [13.09%]
Federated Mortgage Core Portfolio [7.71%]
iShares Currency Hedged MSCI EAFE [5.07%]
iShares MSCI EAFE [4%]
10 Year US Treasury Note Future Dec15 [3.73%]
High Yield Bond Portfolio [3.25%]
5 Year US Treasury Note Future Dec15 [3.03%]
Federated Project and Trade Fin Cor [1.43%]
Apple Inc. [1.06%]
UnitedHealth Group Incorporated [1.06%]
Click here for Stock Holding Change Map in Federated MDT Balanced A Fund (QABGX)

  

Latest News on Federated MDT Balanced A (QABGX) Fund

See what is happening with Federated MDT Balanced A Fund (QABGX)

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Federated MDT Balanced A Fund (QABGX) Related ResourcesSee more information on Federated MDT Balanced A (QABGX) Fund

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