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Federated MDT Large Cap Growth B (QBLGX) Fund Ranking and Research

Ranking, Research and Recommendation of Federated MDT Large Cap Growth B (QBLGX) Fund

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

 

Graph of Federated MDT Large Cap Growth B Fund (QBLGX) ManagerFund Manager - Daniel J. Mahr

Fund Manager Information

Fund Manager Tenure: 11.6 years
Fund Family: Federated
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.34)     (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 Large Cap Growth B Fund (QBLGX) ProfileFederated MDT Large Cap Growth B Fund (QBLGX) Profile

Fund Profile and Description

Federated MDT Large Cap Growth B Fund seeks long-term capital appreciation. Federated MDT Large Cap Growth B Fund invests primarily in the common stock of U.S. companies. It utilizes a large-cap growth approach by selecting most of its investments from companies listed in the Russell 1000® Growth Index. Federated MDT Large Cap Growth B Fund normally invests 80% of assets in stocks of large-cap companies. It considers large-cap companies to be those of a size similar to companies listed in the Russell 1000® Growth Index. Federated MDT Large Cap Growth B Fund may invest in derivatives, such as options or futures, for any purpose consistent with its investment strategy.

 

Federated MDT Large Cap Growth B (QBLGX) Fund Strength What we like about Federated MDT Large Cap Growth B (QBLGX) Fund

Data for Federated MDT Large Cap Growth B Fund (QBLGX) as of May 30, 2016

  • Federated MDT Large Cap Growth B Fund (QBLGX) management has been with Federated MDT Large Cap Growth B Fund for 11.6 years
  • Federated MDT Large Cap Growth B Fund (QBLGX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.24, lower than category average of 12.75

Federated MDT Large Cap Growth B Fund (QBLGX) Weakness What we are cautious about Federated MDT Large Cap Growth B (QBLGX) Fund

Data for Federated MDT Large Cap Growth B Fund (QBLGX) as of May 30, 2016

  • Federated MDT Large Cap Growth B Fund (QBLGX) has a less-than-ideal short-term performance (1-year return -9.41% vs -1.74% Large Growth category median performance)
  • Federated MDT Large Cap Growth B Fund (QBLGX) has a less-than-ideal mid-term performance (3-year return 7.27% vs 10.74% Large Growth category median performance)
  • Federated MDT Large Cap Growth B Fund (QBLGX) has a less-than-ideal Long-term performance (5-year return 7.76% vs 10.14% Large Growth category median performance)
  • Federated MDT Large Cap Growth B Fund (QBLGX) ratio of up-years vs down years can be improved
  • Federated MDT Large Cap Growth B Fund (QBLGX) has a Morningstar rating of 3 and below
  • Federated MDT Large Cap Growth B Fund (QBLGX) is less safe compared to its Large Growth peers
  • Federated MDT Large Cap Growth B Fund (QBLGX) has an annual stock turnover rate of 91.00% that is higher than the Large Growth average of 50.46%. This could mean Federated MDT Large Cap Growth B is more nimble, but also signal potential high tax impact and high trading fees
  • Federated MDT Large Cap Growth B Fund (QBLGX) has a higher expense ratio of 2.25% than its Large Growth average of 1.17%
  • Federated MDT Large Cap Growth B Fund (QBLGX) carries a 5.5% load
See Federated MDT Large Cap Growth B Fund (QBLGX) performance details as of May 30, 2016

 

What do you think?

 

Compare Federated MDT Large Cap Growth B Fund (QBLGX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Federated MDT Large Cap Growth B-2.16-9.417.277.76
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Federated MDT Large Cap Growth B Fund (QBLGX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Federated MDT Large Cap Growth B Fund (QBLGX) Net Asset TrackingFederated MDT Large Cap Growth B (QBLGX) Fund Net Asset

Track net asset change of Federated MDT Large Cap Growth B fund (QBLGX)

DateNet Asset
05/2016$76.06M
03/2016$78.63M
02/2016$74.81M
More historic net asset information on Federated MDT Large Cap Growth B Fund (QBLGX)

  

Graph of Federated MDT Large Cap Growth B Fund (QBLGX) Portfolio TrackingFederated MDT Large Cap Growth B (QBLGX) Fund Portfolio Allocation

Track portfolio allocation change of Federated MDT Large Cap Growth B fund (QBLGX)

DateCashStockBondOther
03/20162.02%97.98%0%0%
12/20152.27%97.73%0%0%
09/20151.94%98.06%0%0%
Click here to see more historic asset allocation information on Federated MDT Large Cap Growth B Fund (QBLGX)

 

graph of Federated MDT Large Cap Growth B Fund (QBLGX) Top 10 Position TrackingTop 10 Holdings in Federated MDT Large Cap Growth B (QBLGX) Fund

Discover what Federated MDT Large Cap Growth B Fund (QBLGX) manager is buying

Mar 30, 2016
Apple Inc. [6.25%]
Amgen Inc. [2.59%]
LyondellBasell Industries NV Or [2.57%]
Verizon Communications Inc. Com [2.56%]
International Business Machines [2.55%]
Gilead Sciences, Inc. [2.55%]
Ameriprise Financial, Inc. Comm [2.54%]
Baxter International Inc. Commo [2.53%]
Express Scripts Holding Company [2.52%]

Dec 30, 2015
Apple Inc. [5.95%]
Kroger Company (The) Common Sto [2.69%]
Amgen Inc. [2.68%]
Verizon Communications Inc. Com [2.67%]
Baxter International Inc. Commo [2.67%]
International Business Machines [2.63%]
Gilead Sciences, Inc. [2.62%]
eBay Inc. [2.55%]
Amazon.com, Inc. [2.5%]
LyondellBasell Industries NV Or [2.44%]

Sep 29, 2015
Apple Inc. [6.64%]
LyondellBasell Industries NV Or [2.66%]
Kroger Company (The) Common Sto [2.66%]
Amazon.com, Inc. [2.62%]
International Business Machines [2.61%]
Gilead Sciences, Inc. [2.6%]
Amgen Inc. [2.58%]
Verizon Communications Inc. Com [2.57%]
UnitedHealth Group Incorporated [2.54%]
Click here for Stock Holding Change Map in Federated MDT Large Cap Growth B Fund (QBLGX)

  

Latest News on Federated MDT Large Cap Growth B (QBLGX) Fund

See what is happening with Federated MDT Large Cap Growth B Fund (QBLGX)

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Federated MDT Large Cap Growth B Fund (QBLGX) Related ResourcesSee more information on Federated MDT Large Cap Growth B (QBLGX) Fund

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