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Federated MDT Balanced C (QCBGX) Fund Ranking and Research

Ranking, Research and Recommendation of Federated MDT Balanced C (QCBGX) Fund

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

 

Graph of Federated MDT Balanced C Fund (QCBGX) 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: E (Score: 0.36)     (What does this score mean?)

 

Graph of Federated MDT Balanced C Fund (QCBGX) ProfileFederated MDT Balanced C Fund (QCBGX) Profile

Fund Profile and Description

Federated MDT Balanced C Fund seeks the possibility of long-term growth of capital and income. Federated MDT Balanced C 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 C (QCBGX) Fund Strength What we like about Federated MDT Balanced C (QCBGX) Fund

Data for Federated MDT Balanced C Fund (QCBGX) as of May 30, 2016

  • Federated MDT Balanced C Fund (QCBGX) management has been with Federated MDT Balanced C Fund for 17.8 years
  • Federated MDT Balanced C Fund (QCBGX) ratio of up-years vs down years is greater than 2

Federated MDT Balanced C Fund (QCBGX) Weakness What we are cautious about Federated MDT Balanced C (QCBGX) Fund

Data for Federated MDT Balanced C Fund (QCBGX) as of May 30, 2016

  • Federated MDT Balanced C Fund (QCBGX) has a less-than-ideal short-term performance (1-year return -5.12% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • Federated MDT Balanced C Fund (QCBGX) has a less-than-ideal mid-term performance (3-year return 4.95% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • Federated MDT Balanced C Fund (QCBGX) has a less-than-ideal Long-term performance (5-year return 5.42% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • Federated MDT Balanced C Fund (QCBGX) has a Morningstar rating of 3 and below
  • Federated MDT Balanced C Fund (QCBGX) is less safe compared to its Allocation--50% to 70% Equity peers
  • Federated MDT Balanced C Fund (QCBGX) 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 C is more nimble, but also signal potential high tax impact and high trading fees
  • Federated MDT Balanced C Fund (QCBGX) 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 C Fund (QCBGX) has a higher expense ratio of 2.05% than its Allocation--50% to 70% Equity average of 0.85%
  • Federated MDT Balanced C Fund (QCBGX) carries a 1% load
See Federated MDT Balanced C Fund (QCBGX) performance details as of May 30, 2016

 

What do you think?

 

Compare Federated MDT Balanced C Fund (QCBGX)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 C0.51-5.124.955.42
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 C Fund (QCBGX)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 C Fund (QCBGX) Net Asset TrackingFederated MDT Balanced C (QCBGX) Fund Net Asset

Track net asset change of Federated MDT Balanced C fund (QCBGX)

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

  

Graph of Federated MDT Balanced C Fund (QCBGX) Portfolio TrackingFederated MDT Balanced C (QCBGX) Fund Portfolio Allocation

Track portfolio allocation change of Federated MDT Balanced C fund (QCBGX)

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 C Fund (QCBGX)

 

graph of Federated MDT Balanced C Fund (QCBGX) Top 10 Position TrackingTop 10 Holdings in Federated MDT Balanced C (QCBGX) Fund

Discover what Federated MDT Balanced C Fund (QCBGX) 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 C Fund (QCBGX)

  

Latest News on Federated MDT Balanced C (QCBGX) Fund

See what is happening with Federated MDT Balanced C Fund (QCBGX)

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Federated MDT Balanced C Fund (QCBGX) Related ResourcesSee more information on Federated MDT Balanced C (QCBGX) Fund

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