MDT Tax Aware/All Cap Core

Managed AccountsLarge Cap

Overview

STRATEGY

This strategy utilizes a disciplined, quantitative investment process that analyzes a diverse universe of approximately 3,000 publicly traded domestic equities on a daily basis. The process selects stocks based on fundamental variables, controls risk through diversification constraints and controls turnover by taking into account the impact of trading costs. The universe of stocks available to this strategy is the MDT All Cap Core Universe, which approximates the Russell 3000 Index.

KEY FACTS
Key Facts - Part 1
Benchmark Russell 3000® Index
Key Facts - Part 2
Strategy Inception Date
INVESTMENT GOALS Growth
Income
Tax Aware
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