Fund |
Fund name: Federated Aggressive Growth A
|
Symbol: AGFAX
|
Portfolio contains these types of investments:
eGain Comm - Microvision - ACT Mfg - GlobeSpan - ISS Grp Pilot Net Svcs Weatherford Intl - Virata - ACTV - Patterson Energy
|
Minimum Investment: $1,500
|
1-Year Profit Projection: NA
|
Brief fund description:
Federated Aggressive Growth Fund - Class A seeks capital appreciation. The fund normally invests at least 65% of assets in equity securities. The fund maintains no limitations or restrictions on market capitalization. Sector weightings may be restricted to no greater than 300% of the S&P 500 index sector weightings or no more than 20% of the total portfolio, whichever is greater. The fund generally diversifies its holdings across at least 100 companies; it usually does not exceed 200 company holdings. Class A shares have front loads; B shares have deferred loads, higher 12b-1 fees, and conversion features; C shares have level loads.
|
|
|
Expenses
|
Annual expense ratio: 1.76
|
Tax Efficiency: NA
|
Load Type:
|
Load Percentage: 5.50
|
|
|
Performance
|
Performance 3 Months: -11.
|
Performance Year to Date: 1.64
|
Performance 12 Months: 69.2
|
Performance 3 Years: 39.9
|
Performance 5 Years: NA
|
|
|
Additional Comments
|
Fund Features:
N/A
|
Fund Strategy:
N/A
|