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Federated MDT Balanced Fund (IS) QIBGX

Share Classes Product Type Asset Class Category
Mutual Fund Balanced/Hybrid Moderate Allocation
As of 05-31-2015

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   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 816
3 Year 816
5 Year 706
10 Year 473
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
Style

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