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Federated MDT Balanced Instl (QIBGX) Fund Ranking and Research

Ranking, Research and Recommendation of Federated MDT Balanced Instl (QIBGX) Fund

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

 

Graph of Federated MDT Balanced Instl Fund (QIBGX) 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: B (Score: 0.65)     (What does this score mean?)

 

Graph of Federated MDT Balanced Instl Fund (QIBGX) ProfileFederated MDT Balanced Instl Fund (QIBGX) Profile

Fund Profile and Description

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

Data for Federated MDT Balanced Instl Fund (QIBGX) as of May 30, 2016

  • Federated MDT Balanced Instl Fund (QIBGX) management has been with Federated MDT Balanced Instl Fund for 17.8 years
  • Federated MDT Balanced Instl Fund (QIBGX) has good mid-term performance (3-year return 6.00% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • Federated MDT Balanced Instl Fund (QIBGX) has good Long-term performance (5-year return 6.46% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • Federated MDT Balanced Instl Fund (QIBGX) ratio of up-years vs down years is greater than 2
  • Federated MDT Balanced Instl Fund (QIBGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Federated MDT Balanced Instl Fund (QIBGX) Weakness What we are cautious about Federated MDT Balanced Instl (QIBGX) Fund

Data for Federated MDT Balanced Instl Fund (QIBGX) as of May 30, 2016

  • Federated MDT Balanced Instl Fund (QIBGX) has a less-than-ideal short-term performance (1-year return -4.19% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • Federated MDT Balanced Instl Fund (QIBGX) has a Morningstar rating of 3 and below
  • Federated MDT Balanced Instl Fund (QIBGX) 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 Instl is more nimble, but also signal potential high tax impact and high trading fees
  • Federated MDT Balanced Instl Fund (QIBGX) 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 Instl Fund (QIBGX) has a higher expense ratio of 1.05% than its Allocation--50% to 70% Equity average of 0.85%
See Federated MDT Balanced Instl Fund (QIBGX) performance details as of May 30, 2016

 

What do you think?

 

Compare Federated MDT Balanced Instl Fund (QIBGX)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 Instl0.95-4.196.006.46
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 Instl Fund (QIBGX)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 Instl Fund (QIBGX) Net Asset TrackingFederated MDT Balanced Instl (QIBGX) Fund Net Asset

Track net asset change of Federated MDT Balanced Instl fund (QIBGX)

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

  

Graph of Federated MDT Balanced Instl Fund (QIBGX) Portfolio TrackingFederated MDT Balanced Instl (QIBGX) Fund Portfolio Allocation

Track portfolio allocation change of Federated MDT Balanced Instl fund (QIBGX)

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 Instl Fund (QIBGX)

 

graph of Federated MDT Balanced Instl Fund (QIBGX) Top 10 Position TrackingTop 10 Holdings in Federated MDT Balanced Instl (QIBGX) Fund

Discover what Federated MDT Balanced Instl Fund (QIBGX) 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 Instl Fund (QIBGX)

  

Latest News on Federated MDT Balanced Instl (QIBGX) Fund

See what is happening with Federated MDT Balanced Instl Fund (QIBGX)

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