Federated MDT Balanced Fund (IS) QIBGX

Share Classes Product Type Asset Class Category
Mutual Fund Balanced/Hybrid Moderate Allocation
As of 03-31-2015


  • 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


Symbol   QIBGX
Fund Number(s)   297
Newspaper Listing   MDTBalIS
CUSIP   31421R825
Benchmark   60% S&P 500/40% Barclays U.S. Aggregate Bond Index
Performance Inception Date   10-01-2002
Fiscal Year-End   7-31

Morningstar Ratings™

disclosures »
    Funds in Category
Overall 787
3 Year 787
5 Year 697
10 Year 444
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 Moderate Allocation

Mutual funds are subject to risks and fluctuate in value.
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.

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

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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