MDT Large Cap Value Fund

MDT Large Cap Value Fund SSMutual FundsLarge Cap

Overview

AT A GLANCE
Portfolio
Assets
$1.1 Billion
YTD Return NAV
12.49%
Equity
Stock certificate
Gross
Expenses  †
1.19%
Net
Expenses  †
0.99%
STRATEGY

Seeks growth of income and capital by investing primarily in common stocks of large-cap U.S. companies undervalued relative to the market.

KEY FACTS
Key Facts - Part 1
Symbol MDT Large Cap Value Fund SS
Benchmark Russell 1000® Value Index
Key Facts - Part 2
Fund Number(s)
428
CUSIP 314209800
Performance Incp. Date
MORNINGSTAR CATEGORY & STYLE
Category
Large Value
Style
Morningstar Style Box
      Large
      Medium
      Small
Value Blend Growth  
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
Damien Zhang, CFA
Vice President
Research Manager

joined Federated
9 years of experience

Performance

Characteristics

Commentary

Documents

Distributions and Taxes