Federated Mid Cap Index Fund Quote
| FMCRX Fund | USD 16.31 0.01 0.06% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Federated Mid-cap is trading at 16.31 as of the 25th of April 2024; that is 0.06 percent up since the beginning of the trading day. The fund's open price was 16.3. Federated Mid-cap has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Federated Mid Cap Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
The fund normally invests its assets primarily in common stocks included in the Standard Poors MidCap 400 Index. The index is a broad-based market capitalization-weighted index of common stocks representing all major industries in the mid-range of the U.S. More on Federated Mid Cap Index
Moving together with Federated Mutual Fund
| 0.94 | EMDIX | Federated Emerging Market | PairCorr |
| 0.97 | QKACX | Federated Mdt All | PairCorr |
| 0.98 | QKBGX | Federated Mdt Balanced | PairCorr |
| 0.96 | SBFIX | Federated Global All | PairCorr |
| 0.92 | FRIEX | Federated Hermes Emerging | PairCorr |
| 0.86 | STFSX | Federated Strategic | PairCorr |
| 0.86 | STIAX | Federated Strategic | PairCorr |
Federated 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. Federated Mid-cap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Federated Mid-cap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Federated Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Federated (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 31st of December 2022 |
| Fiscal Year End | October |
Federated Mid Cap Index [FMCRX] is traded in USA and was established 25th of April 2024. Federated Mid-cap is listed under Federated category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Federated family. This fund currently has accumulated 333.12 M in assets under management (AUM) with minimum initial investment of 1000 K. Federated Mid Cap is currently producing year-to-date (YTD) return of 2.51% with the current yeild of 0.01%, while the total return for the last 3 years was 3.23%.
Check Federated Mid-cap 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 Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Federated Mid Cap Index Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Federated Mid Cap Index Mutual Fund Constituents
| TTWO | Take Two Interactive Software | Stock | Communication Services |
| CDNS | Cadence Design Systems | Stock | Information Technology |
| ZBRA | Zebra Technologies | Stock | Information Technology |
| ODFL | Old Dominion Freight | Stock | Industrials |
| STLD | Steel Dynamics | Stock | Materials |
| FTNT | Fortinet | Stock | Information Technology |
| Y | Alleghany | Stock | Insurance—Property & Casualty |
Federated Mid-cap Target Price Odds Analysis
Based on a normal probability distribution, the odds of Federated Mid-cap jumping above the current price in 90 days from now is about 40.13%. The Federated Mid Cap Index probability density function shows the probability of Federated Mid-cap mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.3556. This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Federated Mid-cap will likely underperform. Additionally, federated Mid Cap Index has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Federated Mid-cap to move above the current price in 90 days from now is about 40.13 (This Federated Mid Cap Index probability density function shows the probability of Federated Mutual Fund to fall within a particular range of prices over 90 days) .
Federated Mid Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Federated Mid-cap market risk premium is the additional return an investor will receive from holding Federated Mid-cap 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 Mid-cap. 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 Mid-cap's alpha and beta are two of the key measurements used to evaluate Federated Mid-cap's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7197 | |||
| Semi Deviation | 0.8791 | |||
| Standard Deviation | 0.9084 | |||
| Variance | 0.8252 |
Federated Mid-cap Against Markets
Picking the right benchmark for Federated Mid-cap 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 Mid-cap 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 Mid-cap is critical whether you are bullish or bearish towards Federated Mid Cap Index at a given time. Please also check how Federated Mid-cap's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Federated Mid-cap without increasing your portfolio risk or giving up the 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.Did you try this?
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How to buy Federated Mutual Fund?
Before investing in Federated Mid-cap, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Federated Mid-cap. To buy Federated Mid-cap fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Federated Mid-cap. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Federated Mid-cap fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Federated Mid Cap Index fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Federated Mid Cap Index fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Federated Mid Cap Index, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Federated Mid Cap Index?
The danger of trading Federated Mid Cap Index 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 Mid-cap 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 Mid-cap. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Federated Mid Cap 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.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Federated Mid Cap Index. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.