Federated Mutual Fund Quote

QABGX -  USA Fund  

USD 19.35  0.29  1.52%

Market Performance
0 of 100
Odds Of Distress
Less than 1
Federated Mdt is trading at 19.35 as of the 16th of May 2022; that is 1.52 percent up since the beginning of the trading day. The fund's open price was 19.06. 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 Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 16th of April 2022 and ending today, the 16th of May 2022. Click here to learn more.
The investment seeks the possibility of long-term growth of capital and income. Federated Mdt is traded on NASDAQ Exchange in the United States. More on Federated Mdt Balanced

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. If you consider yourself one of those investors, make sure you clearly understand your entering position. 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 generated a negative expected return over the last 90 days
Federated Mdt is unlikely to experience financial distress in the next 2 years
The fund maintains about 9.46% of its assets in cash
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 HoldFairly Valued
Beta In Three Year1.15
Startdate8th of April 2014
Federated Mdt Balanced [QABGX] is traded in USA and was established 16th of May 2022. The fund is listed under Allocation--50% to 70% Equity category and is part of Federated family. Federated Mdt Balanced at this time has accumulated 223.74 M in assets with minimum initial investment of 1.5 K. , while the total return for the last 3 years was 6.88%.
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 Mdt , and the less return is expected.

Top Federated Mdt Balanced Constituents

Federated Mdt Target Price Odds Analysis

What are Federated Mdt's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Federated Mdt jumping above the current price in 90 days from now is roughly 97.0%. The Federated Mdt Balanced 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 Federated Mdt has a beta of 0.7204 indicating as returns on the market go up, Federated Mdt average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Federated Mdt Balanced will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Federated Mdt Balanced is significantly underperforming DOW.
  Odds Down 19.35HorizonTargetOdds Up 19.35  
3.06%90 days
 19.35 
96.87%
Based on a normal probability distribution, the odds of Federated Mdt to move above the current price in 90 days from now is roughly 97.0 (This Federated Mdt Balanced probability density function shows the probability of Federated Mutual Fund to fall within a particular range of prices over 90 days) .

Federated Mdt Balanced 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 Balanced 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 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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Investing Federated Mdt Balanced

You need to understand the risk of investing before taking a position in Federated Mdt. The danger of trading Federated Mdt Balanced 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 Balanced 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 see Your Equity Center. Note that the Federated Mdt Balanced information on this page should be used as a complementary analysis to other Federated Mdt's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Price Transformation module to use Price Transformation models to analyze depth of different equity instruments across global markets.

Complementary Tools for Federated Mutual Fund analysis

When running Federated Mdt Balanced price analysis, check to measure Federated Mdt's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Federated Mdt is operating at the current time. Most of Federated Mdt's value examination focuses on studying past and present price action to predict the probability of Federated Mdt's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Federated Mdt's price. Additionally, you may evaluate how the addition of Federated Mdt to your portfolios can decrease your overall portfolio volatility.
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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.