MDT Mid Cap Growth Fund

ticker F G S K XMutual FundsMid Cap


March 31 2019
$515.0 M
YTD Return NAV
April 21 2019
Morningstar Rating ™
March 31 2019
4 out of 5 stars"
Expenses [†]
Expenses [†]

Seeks appreciation of capital by investing primarily in domestic, mid-cap common stocks that offer superior growth prospects.

Key Facts - Part 1
Symbol ticker F G S K X
Benchmark Russell Midcap® Growth Index
Key Facts - Part 2
Fund Number(s)
CUSIP 3 1 4 1 7 2 5 2 9
Performance Incp. Date August 31 1984
MDT Advisers
Learn more about Federated MDT, our philosophy, the team and explore the full product line.
Mid-Cap Blend
Medium Growth
Daniel Mahr, CFA
Senior Vice President
Managing Director, Research
Head of MDT Team
MDT Advisers, a Federated Advisory Company

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

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

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

joined Federated
10 years of experience









Distributions and Taxes


† The funds expense ratio is from the most recent prospectus. The expense ratio may reflect voluntary fee waivers and/or expense reimbursements determined by the funds Advisor and its affiliates. The voluntary waivers and/or reimbursements, if applicable, are in effect up to but not including the later of 01/01/2020 or the date of the funds next effective prospectus.

The fund’s R Shares, re-designated as R6 Shares on September 1, 2016, commenced operations on December 12, 2006. For the period prior to the commencement of operations of the R Shares (now known as R6 Shares), the performance information shown is for the fund’s Class A Shares, adjusted to reflect the expenses of the R Shares, and the performance information shown for the R6 Shares prior to September 1, 2016 reflects the higher R Shares expenses. The performance information shown also has been adjusted to reflect the absence of sales charges applicable to the A Shares. See the prospectus for other fees and expenses that apply to a continued investment in the fund.

Total returns for periods of less than one year are cumulative.

Total return may have been lower in the absence of temporary expense waivers or reimbursements.

Mid-capitalization companies often have narrower markets and limited managerial and financial resources compared to larger and more established companies.

After-tax returns are calculated using a standard set of assumptions. Actual after-tax returns depend on each investor’s personal tax situation, and are likely to differ from those shown. The stated returns assume the highest historical federal income and capital gains tax rates, but do not reflect the effect of any applicable state and local taxes. Return After Taxes on Distributions assumes a continued investment in the fund and shows the effect of taxes on fund distributions. Return After Taxes on Distribution and Sale of Fund Shares assumes all shares were redeemed at the end of each measurement period, and shows the effect of any taxable gain (or offsetting loss) on redemption, as well as the effects of taxes on fund distributions. After-tax returns are not relevant to investors holding shares through tax-deferred programs, such as IRA, 401(k) plans. The after-tax average annual total returns are based on the 37% tax bracket and include the 3.8% tax on net investment income.

Mutual funds are subject to risks and fluctuate in value.

The quantitative models and analysis used by the fund may perform differently than expected and negatively affect fund performance.

Product classifications noted at the top are Federated's internal classifications.

The holdings percentages are based on net assets at the close of business on the date above, and may not necessarily reflect adjustments that are routinely made when presenting net assets for formal financial statement purposes. Because this is a managed portfolio, the investment mix will change.

Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. To obtain a summary prospectus or prospectus containing this and other information, contact us or view the prospectus provided on this website. Please carefully read the summary prospectus or prospectus before investing.

Current and future portfolio holdings are subject to risk.

Federated Securities Corp., Distributor

Not FDIC Insured
May Lose Value
No Bank Guarantee