Federated MDT Balanced Fund (C) QCBGX

Share Classes Product Type Asset Class Category
Mutual Fund Balanced Moderate Allocation
As of 04-30-2013

Highlights

  • Pursues the possibility of long-term growth of capital and income.
  • Provides a broad, one-decision approach to stock and bond investing.
  • Allocates assets across a broad range of equity and fixed-income asset classes--including real estate investment trusts, U.S. stocks and bonds and international stocks and bonds.
  • Selects stocks through a bottom-up, fundamentally based, quantitatively driven process.
  • Selects bonds through top-down analysis; sector allocation is driven by outlook, pricing, risk exposure, credit, interest rate, yield curve positioning and volatility.

Key Investment Team


Facts

Symbol   QCBGX
Fund Number(s)   296
Newspaper Listing   MDTBalC
CUSIP   31421R833
Benchmark   60% S&P 500/40% Barclays U.S. Aggregrate Bond Index
Performance Inception Date   10-01-2002
Fiscal Year-End   7-31

Morningstar Category & Style

disclosures »
Category Moderate Allocation
Style

Related Information


 
 
 
 
 
 
 
 
 
 
 
The fund is the successor to the MDT Balanced Fund pursuant to a reorganization that took place on December 8, 2006. Prior to that date, the fund had no investment operations. Accordingly, the performance information shown for periods prior to that date is that of the MDT Balanced Fund.

Bond prices are sensitive to changes in interest rates, and a rise in interest rates can cause a decline in their prices.

International investing involves special risks including currency risk, increased volatility, political risks, and differences in auditing and other financial standards.

Small-company stocks may be less liquid and subject to greater price volatility than large-capitalization stocks.

High-yield, lower-rate securities generally entail greater market, credit/default and liquidity risk and may be more volatile than investment-grade securities.

Investments in real estate investment trusts (“REITs”) involve special risks associated with an investment in real estate, such as limited liquidity and interest rate risks.
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 © 2013 Federated Investors, Inc.

Connect with us: Twitter Facebook Linked In YouTube iTunes