MDT Balanced Fund

MDT Balanced Fund R6Mutual FundsAsset Allocation

Overview

AT A GLANCE
Portfolio
Assets
$149.8 Million
YTD Return NAV
9.58%
Multi-Asset
Horiziontally divided upward facing pyramid.
Overall
Morningstar Rating
Gross
Expenses  †
1.11%
Net
Expenses  †
1.09%
STRATEGY

Seeks the possibility of long-term growth of capital and income by investing in a combination of equity and fixed-income securities.

KEY FACTS
Key Facts - Part 1
Symbol MDT Balanced Fund R6
Benchmark 60% Standard and Poor's 500/40% Bloomberg Barclays United States Aggregate Bond Index
Key Facts - Part 2
Fund Number(s)
314
CUSIP 31421R692
Performance Incp. Date
MORNINGSTAR CATEGORY & STYLE
Category
Allocation--50% to 70% Equity
Style
Morningstar Style Box
      Large
      Medium
      Small
Value Blend Growth  
Category
Allocation--50% to 70% Equity
Style
Morningstar Style Box
      High
      Medium
      Low
Ltd Mod Ext  
INVESTMENT GOALS Retirement
Growth
Income
MANAGERS
John Sherman, CFA
Senior Portfolio Manager
MDT Advisers, a Federated Advisory Company

joined Federated
28 years of experience
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
Chengjun (Chris) Wu, CFA
Vice President
Portfolio Manager
Senior Investment Analyst

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

joined Federated
9 years of experience

Performance

Characteristics

Commentary

Documents

Distributions and Taxes