QCBGX : Federated MDT Balanced Fund Class C Shares

QCBGX is a Allocation Market All-In-One with HIGH fees.

QCBGX

Federated MDT Balanced Fund Class C Shares

FI Score

17 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

17% FI Score
  • qcbgx
  • Mutual Fund
  • Allocation
  • All-In-One

Federated MDT Balanced Fund Class C Shares

Expenses: 2.06% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks the possibility of long-term growth of capital and income. The fund may invest in a wide variety of investments such as equity securities, fixed-income securities, foreign securities, exchange-traded funds (ETFs) and derivative and hybrid instruments. Its investment adviser ("Adviser") anticipates investing approximately 60% of the fund's assets in equity securities and 40% of the fund's assets in fixed-income securities and other investments. The Adviser may vary this allocation +/-20% depending upon its economic and market outlook as well as a result of the identification of favorable investment opportunities.

Largest Holdings

Amount Holding
9.34% Federated Mortgage Core Portfolio
5.86% iShares MSCI EAFE ETF
3.36% 2 Year Treasury Note Future June 20
2.25% Federated Project and Trade Fin Cor
2.04% High Yield Bond Portfolio
1.91% Alphabet Inc A
1.58% Eli Lilly and Co
1.54% Us Ultra Bond Cbt Jun20 Xcbt 20200619
1.23% Federated Emerging Markets Core
1.16% Microsoft Corp
1.10% Colgate-Palmolive Co
1.09% The Travelers Companies Inc
1.08% Apple Inc
1.08% Kimberly-Clark Corp
1.07% Lockheed Martin Corp
1.01% Adobe Inc
0.99% Vertex Pharmaceuticals Inc
0.98% iShares Core MSCI Emerging Markets ETF
0.96% Charter Communications Inc A
0.95% Allstate Corp
0.91% Federated Bank Loan Core
0.88% Fortinet Inc
0.85% Verizon Communications Inc
0.85% Cadence Design Systems Inc
0.83% DocuSign Inc

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