Federated Mdt Balanced Fund Quote

QIBGX Fund  USD 21.78  0.09  0.41%   

Performance

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Odds Of Distress

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Federated Mdt is trading at 21.78 as of the 18th of December 2024; that is 0.41 percent down since the beginning of the trading day. The fund's open price was 21.87. Federated Mdt has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of June 2024 and ending today, the 18th of December 2024. Click here to learn more.
The fund may invest in a wide variety of investments such as equity securities, fixed-income securities, foreign securities, exchange-traded funds and derivative and hybrid instruments. Its investment adviser anticipates investing approximately 60 percent of the funds assets in equity securities and 40 percent of the funds assets in fixed-income securities and other investments. More on Federated Mdt Balanced

Moving together with Federated Mutual Fund

  0.67QKACX Federated Mdt AllPairCorr
  0.87QKBGX Federated Mdt BalancedPairCorr

Federated Mutual Fund Highlights

Fund ConcentrationFederated Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Federated (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date30th of September 2022
Fiscal Year EndJuly
Federated Mdt Balanced [QIBGX] is traded in USA and was established 18th of December 2024. Federated Mdt is listed under Federated category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Federated family. This fund at this time has accumulated 199.33 M in assets with minimum initial investment of 1000 K. Federated Mdt Balanced is currently producing year-to-date (YTD) return of 19.9% with the current yeild of 0.02%, while the total return for the last 3 years was 6.47%.
Check Federated Mdt Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Federated Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Federated Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Federated Mdt Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Federated Mdt Balanced Mutual Fund Constituents

CRMSalesforceStockInformation Technology
TRVThe Travelers CompaniesStockFinancials
MKCMcCormick Company IncorporatedEtfConsumer Staples
MAMastercardStockFinancials
CVXChevron CorpStockEnergy
KMBKimberly ClarkStockConsumer Staples
ROPRoper Technologies, CommonStockIndustrials
HCAHCA HoldingsEtfHealth Care
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Federated Mdt Balanced Risk Profiles

Federated Mdt Against Markets

Other Information on Investing in Federated Mutual Fund

Federated Mdt financial ratios help investors to determine whether Federated Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Federated with respect to the benefits of owning Federated Mdt security.
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