Federated MDT Stock Trust (IS) FMSTX

Share Classes Product Type Asset Class Category
Mutual Fund Equity Large Value
As of 03-31-2015


  • Pursues growth of income and capital.
  • Invests primarily in value stocks of large-cap U.S. companies.
  • Selects stocks primarily from companies that comprise the Russell 1000 Value Index through a bottom-up, fundamentally based, quantitatively driven process.
  • Seeks to remove subjective and emotional influences from security selection and capitalize on market inefficiencies.

Key Investment Team


Symbol   FMSTX
Fund Number(s)   22
Newspaper Listing   StockTrIS
CUSIP   313900409
Benchmark   Russell 1000 Value Index
Performance Inception Date   03-31-1982
Fiscal Year-End   10-31

Morningstar Ratings™

disclosures »
    Funds in Category
Overall 1125
3 Year 1125
5 Year 991
10 Year 689
Based on risk adjusted total return. The overall rating is derived from a weighted average of the fund’s three-, five-, and ten-year average annual returns, as applicable.

Morningstar Category & Style

disclosures »
Category Large Value

Mutual funds are subject to risks and fluctuate in value.

The fund’s Institutional Share class is a new class of shares which commenced operations on January 29, 2010. For the period prior to the commencement of operations for the Institutional Shares, the performance information shown is for the fund’s Service Shares. The performance of the Service Shares has not been adjusted to reflect the expenses of the Institutional Shares since the Institutional Shares is estimated to have a lower expense ratio than the expense ratio of the Service Shares. The performance of the Institutional Shares has been adjusted to remove any voluntary waiver of the fund’s expenses related to the Service Shares that may have occurred during the period prior to the commencement of operations of the Institutional Share class.

The quantitative models and analysis used by the fund may perform differently than expected and negatively affect fund performance.

Past performance is no guarantee of future results.

Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. To obtain a summary prospectus or prospectus containing this and other information, contact us or view the prospectus provided on this website. Please carefully read the summary prospectus or prospectus before investing.

"Category" product classifications noted at the top are Federated's internal classifications.

For additional information, including definitions of related terms and indexes, see the Financial Glossary and Benchmark Index Glossary.

Federated Securities Corp., Distributor
Not FDIC Insured May Lose Value No Bank Guarantee
Copyright © 2015 Federated Investors, Inc.

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