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Federated Equity Funds Mdt Mid Cap Growth Fd Cl A: (MF: FGSAX)

(NASDAQ Mutual Funds) As of Oct 15, 2019 08:00 PM ET

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$41.59 USD

0.00 (NA)

Zacks MF Rank 4-Sell       4  

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Sep 30, 2019

Total Return %* Percentile Rank Objective
YTD 22.68 22
3 months -2.25 87
6 months 3.10 68
1 Year 0.26 59
3 Year 15.85 14
5 Year 10.53 28
10 Year 12.00 45

* Annual for three years and beyond.

Zacks Premium Research for FGSAX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Sell 4
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Portfolio Statistics

%Unrealized Gain YTD 13.40
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 9/30/2019 264.53
%Turnover 9/30/2019 158.00

Risk

3 Year 5 Year 10 Year
Beta 1.18 1.10 1.13
Alpha 0.52 -0.89 -2.31
R Squared 0.82 0.78 0.83
Std. Dev. 15.92 14.89 15.54
Sharpe 0.97 0.72 2.00

Sector / Country Weightings

As of 9/30/2019 % of Portfolio
Technology 32.41
Non-Durable 12.83
Finance 11.94
Industrial Cyclical 10.29
Retail Trade 9.16
Other 8.37
Consumer Durables 5.27
Services 4.37
Health 4.14
Energy 1.14
Utilities 0.08

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2019)
% of Portfolio Value (Mil$)
AUTODESK INC 3.55 20.22
VEEVA SYSTEMS INC 3.16 18.03
XILINX INC 3.13 17.85
ANSYS INC 3.03 17.26
SERVICENOW INC 2.75 15.67
EVEREST RE GROUP 2.73 15.58
LIVE NATION ENTERTAINMENT 2.56 14.59
LENNOX INTERNATIONAL INC 2.41 13.75
METTLER TOLEDO INTERNATIO 2.33 13.28

Stock Holding % of Net Assets

As Of 4/30/2019
Total Issues 110
Avg. P/E 28.67
Avg. P/Book 4.36
Avg. EPS Growth 9.59
Avg. Market Value (Mil $) 18,396

Allocation

% of Portfolio
Large Growth 46.52
Large Value 0.00
Small Growth 15.59
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 2.47
Intermediate Bond 0.00
Foreign Bond 26.91
High Yield Bond 0.00