Federated Mutual Fund Quote

FGSIX
 Fund
  

USD 35.36  0.52  1.45%   

Market Performance
0 of 100
Odds Of Distress
Less than 3
Federated Mdt is trading at 35.36 as of the 26th of September 2022; that is -1.45 percent decrease since the beginning of the trading day. The fund's open price was 35.88. Federated Mdt has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Federated Mdt Mid are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of August 2022 and ending today, the 26th of September 2022. Click here to learn more.
The fund invests primarily in domestic, mid cap common stocks that offer superior growth prospects. Federated Mdt is traded on NASDAQ Exchange in the United States. More on Federated Mdt Mid

Federated Mdt Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Federated Mdt's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Federated Mdt or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Federated Mdt Mid generated a negative expected return over the last 90 days
Federated Mdt Mid is unlikely to experience financial distress in the next 2 years
The fund retains 98.0% of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Federated Mdt's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldUndervalued
Startdate8th of August 2018
Federated Mdt Mid [FGSIX] is traded in USA and was established 26th of September 2022. The fund is listed under Mid-Cap Growth category and is part of Federated family. Federated Mdt Mid currently has accumulated 677.36 M in assets under management (AUM) with minimum initial investment of 1000 K. , while the total return for the last 3 years was 12.81%.
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 Mid 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 Mid Constituents

Federated Mdt Target Price Odds Analysis

Based on a normal probability distribution, the odds of Federated Mdt jumping above the current price in 90 days from now is about 98.0%. The Federated Mdt Mid probability density function shows the probability of Federated Mdt mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.3639. This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Federated Mdt will likely underperform. Additionally, the company has an alpha of 0.068, implying that it can generate a 0.068 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 35.36HorizonTargetOdds Above 35.36
2.13%90 days
 35.36 
97.84%
Based on a normal probability distribution, the odds of Federated Mdt to move above the current price in 90 days from now is about 98.0 (This Federated Mdt Mid probability density function shows the probability of Federated Mutual Fund to fall within a particular range of prices over 90 days) .

Federated Mdt Mid Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Federated Mdt market risk premium is the additional return an investor will receive from holding Federated Mdt long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Federated Mdt. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Federated Mdt's alpha and beta are two of the key measurements used to evaluate Federated Mdt's performance over the market, the standard measures of volatility play an important role as well.

Federated Mdt Against Markets

Picking the right benchmark for Federated Mdt mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Federated Mdt mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Federated Mdt is critical whether you are bullish or bearish towards Federated Mdt Mid at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Federated Mdt without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Federated Mdt Mid?

The danger of trading Federated Mdt Mid is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Federated Mdt is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Federated Mdt. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Federated Mdt Mid is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Investing Opportunities. You can also try Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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Please note, there is a significant difference between Federated Mdt's value and its price as these two are different measures arrived at by different means. Investors typically determine Federated Mdt value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Federated Mdt's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.