FEDERATED MDT Competition

FGSKX Fund

USD 52.28 -0.17 -0.32%

The fund is listed under the Mid-Cap Growth category and is part of the Federated family. Federated Mdt Mid is often compared with JPMorgan Mid, Baron Growth, FIDELITY MEGA, T ROWE, and PRIMECAP ODYSSEY and additional peers. The peer set adds context for comparison. Peer comparison for FEDERATED MDT provides quick context before deeper valuation work.

Correlation: FEDERATED MDT vs TIAA-CREF SOCIAL Summary

Very weak diversification

For the present investment horizon, the measured correlation between FGSKX and TRPSX stands at 0.45, or Very weak diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.

Moving against FEDERATED Mutual Fund

0.47

FSHIX

FEDERATED SHORT-INTERMEDIA

Pair Corr

Specify up to 10 symbols:

Mean reversion traders in FEDERATED MDT's look for price extremes that diverge materially from the historical norm, then position for the reversion that typically follows when the initial catalyst fades.

Hype

Prediction

Low	Estimated	High
51.07	52.17	53.27

Details

Intrinsic

Valuation

Low	Real	High
51.79	52.89	53.99

Details

Naive

Forecast

Low	Next	High
49.63	50.72	51.82

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
52.58	54.46	56.34

Details

When analyzing FEDERATED MDT, investors should assess its competitive position relative to sector peers. A company that looks attractive in isolation may be significantly outperformed by competitors on the same metrics.

FEDERATED MDT Competition Correlation Matrix

Correlation analysis between Federated Mdt Mid Cap and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	JMCEX	BGRFX	FGRTX	TRSSX	POGRX	SEQUX	RPBAX	FEGIX	TRPSX
JMCEX		0.03	0.86	0.8	0.53	0.11	0.94	0.7	0.57	JMCEX
BGRFX	0.03		0.2	0.44	0.69	0.6	0.06	0.05	0.67	BGRFX
FGRTX	0.86	0.2		0.84	0.67	0.27	0.94	0.69	0.7	FGRTX
TRSSX	0.8	0.44	0.84		0.83	0.18	0.84	0.79	0.76	TRSSX
POGRX	0.53	0.69	0.67	0.83		0.34	0.6	0.54	0.87	POGRX
SEQUX	0.11	0.6	0.27	0.18	0.34		0.04	-0.2	0.46	SEQUX
RPBAX	0.94	0.06	0.94	0.84	0.6	0.04		0.82	0.62	RPBAX
FEGIX	0.7	0.05	0.69	0.79	0.54	-0.2	0.82		0.5	FEGIX
TRPSX	0.57	0.67	0.7	0.76	0.87	0.46	0.62	0.5		TRPSX
	JMCEX	BGRFX	FGRTX	TRSSX	POGRX	SEQUX	RPBAX	FEGIX	TRPSX

High positive correlations

RPBAX	+ 0.94	JMCEX
RPBAX	+ 0.94	FGRTX
TRPSX	+ 0.87	POGRX
FGRTX	+ 0.86	JMCEX
TRSSX	+ 0.84	FGRTX
RPBAX	+ 0.84	TRSSX

High negative correlations

FEGIX

- 0.2

SEQUX

Risk-Adjusted Indicators

There is a big difference between FEDERATED Mutual Fund performing well and FEDERATED MDT Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze FEDERATED MDT's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
JMCEX	0.60	0.02	0.00	-0.02	0.00	0.00	1.25	-1.43	4.00
BGRFX	1.34	0.28	0.23	0.86	1.13	-1.83	2.08	-1.84	30.35
FGRTX	0.59	0.03	0.05	-0.01	0.78	-0.57	1.14	-1.30	3.76
TRSSX	0.97	0.20	0.16	0.14	1.04	-1.04	1.63	-1.98	12.83
POGRX	1.45	0.50	0.43	0.44	0.68	-1.87	1.91	-1.83	34.86
SEQUX	0.72	-0.09	0.00	0.94	0.00	0.00	1.24	-1.78	4.56
RPBAX	0.40	0.01	0.06	-0.02	0.55	-0.42	0.71	-0.93	2.68
FEGIX	2.10	0.41	0.10	0.32	3.70	-1.97	4.57	-5.59	18.19
TRPSX	0.75	0.10	0.13	0.08	0.79	-0.87	1.40	-1.53	7.54

FEDERATED MDT Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	FGSKX	JMCEX	BGRFX	FGRTX	TRSSX	POGRX	SEQUX	RPBAX	FEGIX	TRPSX
	0.32 52.28 FEDERATED	0.02 59.76 JPMorgan	0.50 56.32 Baron	0.65 30.79 FIDELITY	0.65 24.38 TRSSX	0.22 35.69 PRIMECAP	1.78 187.26 SEQUOIA	0.56 28.16 RPBAX	4.93 67.05 FIRST	0.32 27.67 TIAA-CREF
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Weak	Contained	Weak	Moderate	Weak	Weak	Weak	Moderate	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Strong Buy	Strong Hold	Strong Buy	Hold	Strong Sell	Strong Hold	Cautious Hold	Strong Buy
Net Asset	478.29 M	2.87 B	3.16 B	6.27 B	5.06 B	5.26 B	3.69 B	5.16 B	6.88 B	3.83 B
Minimum Initial Investment	N/A	N/A	2 K	N/A	1000 K	2 K	5 K	2.5 K	N/A	N/A
Price To Book	3.5	2.75	3.56	2.22	2.21	2.83	2.91	2.05	1.45	2.69
Five Year Return	11.68	6.05	-3.28	16.01	4.15	11.43	7.46	7.32	27.06	10.74
One Year Return	17.39	11.18	-18.7	28.52	17.0	32.54	11.25	14.93	100.0	17.83
Last Dividend Paid	N/A	N/A	N/A	0.1	0.01	0.17	N/A	0.12	0.24	0.27
Price To Earning	15.58	20.74	24.56	17.76	4.57	18.3	3.85	7.05	32.53	2.75
Price To Sales	1.18	1.48	2.77	2.03	1.42	1.77	1.86	1.53	3.28	1.63
Cash Position Weight	1.6	4.08	N/A	0.35	0.7	1.69	2.32	6.43	4.86	0.21
Equity Positions Weight	98.39	95.92	99.56	99.65	93.86	98.31	97.68	60.11	73.38	99.79
Three Year Return	19.78	9.84	-3.46	23.33	12.35	22.08	21.09	14.05	51.3	18.06
Annual Yield	N/A	0.0017	0.0055	0.0079	0.0029	0.0048	1.0E-4	0.0204	0.009	0.01
Year To Date Return	0.11	1.69	0.84	0.32	4.27	2.34	0.71	0.85	21.26	1.52
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	32.59	N/A	N/A
Ten Year Return	12.0	11.65	13.18	11.65	13.18	13.05	10.52	8.62	-0.52	11.91
Daily Balance Of Power	0	0	9.2 T	0	0	9.2 T	0	0	0	0
Day Typical Price	52.28	59.76	56.32	30.79	24.38	35.69	187.26	28.16	67.05	27.67
Period Momentum Indicator	-0.17	-0.01	0.28	-0.20	-0.16	0.08	-3.40	-0.16	-3.48	-0.09
Rate Of Daily Change	1.0	1.0	1.0	0.99	0.99	1.0	0.98	0.99	0.95	1.0
Day Median Price	52.28	59.76	56.32	30.79	24.38	35.69	187.26	28.16	67.05	27.67
Price Action Indicator	-0.09	-0.01	0.14	-0.10	-0.08	0.04	-1.70	-0.08	-1.74	-0.04
Coefficient Of Variation	-13,296	-7,905	1228.02	33347.18	1017.25	896.98	-1,189	186913.34	838.21	1442.61
Mean Deviation	0.9423	0.6011	1.34	0.5856	0.9692	1.45	0.7217	0.4048	2.1	0.7482
Jensen Alpha	0.0355	0.0198	0.2768	0.0253	0.1982	0.4965	-0.09	0.0145	0.4067	0.1049
Total Risk Alpha	0.0567	0.0247	0.4521	0.0341	0.2433	0.6842	-0.04	0.0199	0.5293	0.1288
Sortino Ratio	N/A	N/A	0.2281	0.0452	0.1561	0.4335	N/A	0.0594	0.096	0.1306
Downside Variance	N/A	N/A	1.82	0.6717	1.57	1.31	N/A	0.3498	17.45	0.728
Standard Deviation	1.36	0.7928	3.35	0.7431	1.64	4.14	0.9185	0.5244	3.07	1.1
Kurtosis	7.56	0.2833	48.23	0.0491	18.5	56.13	0.0244	0.4252	4.3	9.31
Potential Upside	1.72	1.25	2.08	1.14	1.63	1.91	1.24	0.711	4.57	1.4
Treynor Ratio	-0.02	-0.02	0.8553	-0.01	0.1432	0.4444	0.9411	-0.02	0.3165	0.0779
Maximum Drawdown	9.24	4.0	30.35	3.76	12.83	34.86	4.56	2.68	18.19	7.54
Variance	1.86	0.6286	11.24	0.5522	2.68	17.1	0.8437	0.275	9.42	1.22
Market Risk Adjusted Performance	-0.01	-0.01	0.8653	-0.0005	0.1532	0.4544	0.9511	-0.01	0.3265	0.0879
Risk Adjusted Performance	-0.0018	-0.01	0.0724	0.0017	0.0833	0.0967	-0.07	-0.0047	0.1023	0.0579
Skewness	1.71	-0.06	6.4	-0.09	3.09	7.21	-0.27	-0.42	-1.55	1.98
Semi Deviation	N/A	N/A	1.13	0.7774	1.04	0.6804	N/A	0.5542	3.7	0.7923
Information Ratio	0.018	0.0313	0.0918	0.0499	0.1196	0.1199	-0.05	0.0669	0.1306	0.1009
Value At Risk	-2.09	-1.43	-1.84	-1.30	-1.98	-1.83	-1.78	-0.93	-5.59	-1.53
Expected Short fall	N/A	N/A	-1.83	-0.57	-1.04	-1.87	N/A	-0.42	-1.97	-0.87
Downside Deviation	N/A	N/A	1.35	0.8196	1.25	1.14	N/A	0.5914	4.18	0.8532
Semi Variance	N/A	N/A	1.28	0.6044	1.08	0.4629	N/A	0.3071	13.73	0.6277

Peer Performance Charts

How to Analyze FEDERATED MDT Against Peers

FEDERATED MDT's peer analysis compares FEDERATED MDT with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether FEDERATED MDT trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where FEDERATED MDT leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

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FEDERATED MDT Competition

Correlation: FEDERATED MDT vs TIAA-CREF SOCIAL Summary

Very weak diversification

Moving against FEDERATED Mutual Fund

Specify up to 10 symbols:

FEDERATED MDT Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

FEDERATED MDT Competitive Analysis

Peer Performance Charts

How to Analyze FEDERATED MDT Against Peers

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