| |
Institutional Class |
Investor Class |
| Management fee(1) |
0.60% |
0.60% |
| Other expenses |
0.05% |
0.32% |
| Acquired fund fees and expenses |
0.01% |
0.01% |
| Total annual Fund operating expenses |
0.66% |
0.93% |
| |
Institutional Class |
Investor Class |
| 1 Year |
$67 |
$95 |
| 3 Years |
$211 |
$296 |
| 5 Years |
$368 |
$515 |
| 10 Years |
$822 |
$1,143 |
| Federated MDTA LLC | |
| Daniel Mahr, CFA
Senior Vice President, Head of MDT Group |
Since October 2026 |
| Damien Zhang, CFA
Senior Vice President, Head of MDT Research |
Since October 2026 |
| Frederick Konopka, CFA
Vice President, Portfolio and Trading Manager |
Since October 2026 |
| John Paul Lewicke Vice President,
Research Manager MDT Advisers |
Since October 2026 |
| |
Institutional Class |
Investor Class |
| Management fee(1) |
0.59% |
0.59% |
| Other expenses |
0.05% |
0.30% |
| Total annual Fund operating expenses |
0.64% |
0.89% |
| |
Institutional Class |
Investor Class |
| 1 Year |
$65 |
$91 |
| 3 Years |
$205 |
$284 |
| 5 Years |
$357 |
$493 |
| 10 Years |
$798 |
$1,096 |
| Los Angeles Capital Management LLC | |
| Daniel E. Allen, CFA
Chief Executive Officer, President,
Senior Portfolio Manager and
Principal |
Since September 2026 |
| Edward Rackham, PhD
Chief Investment Officer and
Principal |
Since September 2026 |
| Anthony Arefian, CFA
Senior Managing Director |
Since September 2026 |
| Steven Chew, CFA
Portfolio Manager |
Since September 2026 |
| Kenneth Lim, CFA Portfolio Manager |
Since September 2026 |
| |
Institutional Class |
Investor Class |
| Management fee(1) |
0.78% |
0.78% |
| Other expenses |
0.08% |
0.36% |
| Acquired fund fees and expenses |
0.01% |
0.01% |
| Total annual Fund operating expenses |
0.87% |
1.15% |
| |
Institutional Class |
Investor Class |
| 1 Year |
$89 |
$117 |
| 3 Years |
$278 |
$365 |
| 5 Years |
$482 |
$633 |
| 10 Years |
$1,073 |
$1,398 |
| Congress Asset Management Company,
LLP | |
| Jeffrey Kerrigan, CFA Vice President and Portfolio Manager |
Since September 2026 |