MDT Tax Aware/All Cap Core

Managed Accounts . Large 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 June 1 2002
MDT Advisers
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INVESTMENT GOALS Growth
Income
Tax Aware
MANAGERS
Daniel Mahr, CFA®
Senior Vice President
Managing Director, Research
Head of MDT Team
MDT Advisers, a Federated Advisory Company

joined Federated Hermes
18 years of experience
Frederick Konopka, CFA®
Vice President
Portfolio and Trading Manager
MDT Advisers, a Federated Advisory Company

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

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

joined Federated Hermes
23 years of experience
Damien Zhang, CFA®
Vice President
Research Manager
MDT Advisers, a Federated Advisory Company

joined Federated Hermes
11 years of experience
Tony Ng, CFA®
Vice President
Research Manager
MDT Advisers, a Federated Advisory Company

joined Federated Hermes
9 years of experience

Characteristics

Commentary

Documents

 
DISCLOSURES

Investment strategies described on this site are not necessarily available through every sponsor program. Please check with your Federated Hermes representative or your home office to ascertain accessibility.

For a detailed discussion of Managed Account strategies or to receive additional information, please Contact Us.

Issues discussed within this communication represent the investment manager's explanation of factors that were considered when executing transactions or holding specific securities on the prior date indicated. Because this is a managed portfolio, the investment mix will change and the holdings are not indicative of future portfolio composition. Marketplace conditions fluctuate suddenly and frequently, and investment manager's opinions may change. These comments are not intended to be and do not constitute recommendations that others buy, sell or hold any of the securities discussed. Opinions relate to the representative portfolio as of the date above and are subject to change.

Supplemental to the GIPS composite found on this website in the Performance Profile found in the Documents section.

For printing purposes, this commentary must be accompanied by the full GIPS report.

Past performance is no guarantee of future results.

For additional information, including definitions of related terms and indexes, see the Financial Glossary and Benchmark Index Glossary.

MDT Advisers, A Federated Advisory Company