Mutual Fund Insights: Federated MDT Tax Aware/All Cap Core A Fund (QATAX)

In-depth Analysis of Federated MDT Tax Aware/All Cap Core A Fund (QATAX)

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See Federated MDT Tax Aware/All Cap Core A Fund (QATAX) performance details as of January 31, 2010

  

Last Trade: $9.24 on 3/15/2010, Change: -0.03 (-0.32%)

Experiment our closing price forecasting tool for Federated MDT Tax Aware/All Cap Core A Fund (QATAX) (alpha release)

  

Fund Manager - Brian M. Greenberg

Fund Manager Tenure: 1.5 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Greenberg joined the Investment Team in 2004. As a Group Leader, he is jointly responsible for ongoing evaluation and periodic enhancement of the research processes and software development for the Optimum Q Process, including design and code reviews.  Get more insights on Brian M. Greenberg

  

 What we like about Federated MDT Tax Aware/All Cap Core A Fund (QATAX)

Data for Federated MDT Tax Aware/All Cap Core A Fund (QATAX) as of January 31, 2010

  

 What we are cautious about Federated MDT Tax Aware/All Cap Core A Fund (QATAX)

Data for Federated MDT Tax Aware/All Cap Core A Fund (QATAX) as of January 31, 2010

• Federated MDT Tax Aware/All Cap Core A Fund (QATAX) management has been with Federated MDT Tax Aware/All Cap Core A Fund for only 1.5 years, it is hard to judge manager's ability based on this fund's operation record
• Federated MDT Tax Aware/All Cap Core A Fund is a focused fund with 33.16% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Federated MDT Tax Aware/All Cap Core A Fund (QATAX) has a less-than-ideal short-term performance (1-year return 29.35% vs 34.15% Large Blend category average)
• Federated MDT Tax Aware/All Cap Core A Fund (QATAX) has a less-than-ideal mid-term performance (3-year return -9.23% vs -7.17% Large Blend category average)
• Federated MDT Tax Aware/All Cap Core A Fund (QATAX) ratio of up-years vs down years can be improved
• Federated MDT Tax Aware/All Cap Core A Fund (QATAX) has a Morningstar rating of 3 and below
• Federated MDT Tax Aware/All Cap Core A Fund (QATAX) has an annual stock turnover rate of 260.00% that is higher than the Large Blend average of 80.36%. This could mean Federated MDT Tax Aware/All Cap Core A is more nimble, but also signal potential high tax impact and high trading fees
• Federated MDT Tax Aware/All Cap Core A Fund (QATAX) does not have a good risk adjusted return as its 3-year Alpha of -1 is worse than category average of 0.23, and its 3-year Sharpe ratio is -0.41
• Federated MDT Tax Aware/All Cap Core A Fund (QATAX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.26 that is higher than category average of 20.52
• Federated MDT Tax Aware/All Cap Core A Fund (QATAX) has a higher management fee of 1.66% than its Large Blend average of 1.10%
• Federated MDT Tax Aware/All Cap Core A Fund (QATAX) carries a 5.5% load

See Federated MDT Tax Aware/All Cap Core A Fund (QATAX) performance details as of January 31, 2010

  

  

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Federated MDT Tax Aware/All Cap Core A Fund (QATAX) Net Asset

Track net asset change of Federated MDT Tax Aware/All Cap Core A fund (QATAX)

Date	Net Asset
01/2010	$4.79M
11/2009	$4.91M
10/2009	$4.73M

More historic net asset information on Federated MDT Tax Aware/All Cap Core A Fund (QATAX)

  

Federated MDT Tax Aware/All Cap Core A Fund (QATAX) Portfolio Allocation

Track portfolio allocation change of Federated MDT Tax Aware/All Cap Core A fund (QATAX)

Date	Cash	Stock	Bond	Other
09/2009	1.48%	98.51%	0%	0%
06/2009	1.57%	98.43%	0%	0%
03/2009	2.19%	97.81%	0%	0%

Click here to see more historic asset allocation information on Federated MDT Tax Aware/All Cap Core A Fund (QATAX)

  

Most Recent Top 10 Holdings in Federated MDT Tax Aware/All Cap Core A Fund (QATAX)

Discover what Federated MDT Tax Aware/All Cap Core A Fund (QATAX) manager is buying

30-Sep-09 FREEPORT MCMORAN B [4.71%] INTL BUSINESS MACH [4.45%] GOLDMAN SACHS GRP [4.29%] CONOCOPHILLIPS [3.79%] APACHE CP [3.31%] THE TRAVELERS CO [3.11%] ARCHER DANIELS MDLND [2.82%] UNION PACIFIC [2.6%] Sears Holdings Corporation [2.18%] HEWLETT PACKARD CO [1.98%]

30-Jun-09 Apple Inc. [5.33%] VISA INC. [4.11%] FREEPORT MCMORAN B [3.92%] THE TRAVELERS CO [3.32%] APACHE CP [2.67%] ARCHER DANIELS MDLND [2.65%] I T T EDUCATION SVCS [2.45%] INTL BUSINESS MACH [2.42%] UNION PACIFIC [2.38%] HEWLETT PACKARD CO [2.35%]

31-Mar-09 Gilead Sciences, Inc. [4.69%] Chevron Corporation [4.53%] Hewlett-Packard Co [4.28%] Freeport-McMoRan Copper & Gold [4.07%] Archer Daniels Midland Co. [3.88%] ITT Educational Services, Inc. [3.07%] Edison International [2.95%] Travelers Companies Inc (The) [2.95%] Monsanto Co. (New) [2.68%] Union Pacific Corp [2.61%]

Click here for Stock Holding Change Map in Federated MDT Tax Aware/All Cap Core A Fund (QATAX)

  

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See more information on Federated MDT Tax Aware/All Cap Core A Fund (QATAX)

• Federated MDT Tax Aware/All Cap Core A Fund Insights
• Federated MDT Tax Aware/All Cap Core A Fund Performance Data
• Federated MDT Tax Aware/All Cap Core A Fund News
• Federated MDT Tax Aware/All Cap Core A Fund Score Explaination
• Federated MDT Tax Aware/All Cap Core A Fund Manager Information
• Historic Federated MDT Tax Aware/All Cap Core A Fund Asset Allocation Report
• Historic Federated MDT Tax Aware/All Cap Core A Fund Top 10 Holding Tracking
• Historic Federated MDT Tax Aware/All Cap Core A Fund Asset Under Management Tracking