FSTKX Rating, Research - Federated Mdt Stock Instl Svc

Federated Mdt Stock Instl Svc (fstkx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
%
%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 62

Threats + Weaknesses = 44

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fstkx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Federated Mdt Stock Instl Svc (FSTKX) Description: FSTKX is a mutual fund, which is an investment that owns a basket of assets. The FSTKX mutual fund was provided by Federated and this investment vehicle derives the majority of its value from equity holdings (stocks). Federateds mutual fund has a short management tenure and is in the average fund size classification. FSTKXs minimum initial investment amount is $25000 while the IRA minimum is $0. FSTKXs expense ratio is roughly 1%. The latest FSTKXs front end load was 0% and the back end load was 0%. The Federated Mdt Stock Instl Svc (FSTKX) mutual fund falls under the large-cap value category. FSTKX focuses its investments in USA and FSTKX is not affiliated with a particular industry or fund sector. The Federated Mdt Stock Instl Svc (FSTKX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FSTKXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FSTKXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests principally in equity securities (see equity research) that it believes are undervalued, in companies with market capitalizations between $1 billion and 120% of the market capitalization of the largest company included in the Russell Midcap Index. It invests a substantial portion of assets in securities of companies that are engaged in natural resources industries. It also may invest a portion of assets in debt securities and other income-producing securities.


Management Analysis Update

Federated Mdt Stock Instl Svc's executives / managers make better investing decisions, because their assets are invested along side their client's. The fstkx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.


Performance Analysis Update