MDT Small Cap Core

Managed AccountsSmall Cap

Overview

STRATEGY

Seeks long-term outperformance primarily through a portfolio of small-cap U.S. stocks selected through a rigorous, transparent, multi-factor investment process.

KEY FACTS
Key Facts - Part 1
Benchmark Russell 2000® Index
Key Facts - Part 2
Strategy Inception Date
INVESTMENT GOALS Retirement
Growth
Income
MANAGERS
Daniel Mahr, CFA
Managing Director, Research
Head of MDT Team

joined Federated
16 years of experience
Frederick Konopka, CFA
Portfolio and Trading Manager
MDT Advisers, a Federated Advisory Company

joined Federated
21 years of experience
John Paul Lewicke
Vice President
Research Manager
MDT Advisers, a Federated Advisory Company

joined Federated
11 years of experience
Sarah Stahl, CIPM
Vice President, Managing Director
MDT Advisers, a Federated Advisory Company

joined Federated
21 years of experience
Damien Zhang, CFA
Vice President
Research Manager

joined Federated
9 years of experience

Characteristics

Commentary

Documents