Morningstar

Federated Hermes MDT All Cap Core Fund Institutional Shares QIACX

Morningstar Medalist Rating
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Medalist Rating as of See Federated Hermes Investment Hub
  • NAV / 1-Day Return $59.68  /  +1.44 %
  • Fund Size $4.1B
  • Adjusted Expense Ratio 0.750%
  • Net Expense Ratio 0.750%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.23%
  • Turnover Ratio 71%
NAV and 1-Day Return as of

Morningstar’s Analysis QIACX

Will QIACX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable QIACX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the QIACX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of QIACX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Federated Hermes MDT All Cap Core IS holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings QIACX

More QIACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.61 248M
Technology

NVIDIA Corp

6.55 246M
Technology

Alphabet Inc Class A

5.13 192M
Communication Services

Microsoft Corp

3.23 121M
Technology

GE Vernova Inc

2.73 102M
Industrials

Amazon.com Inc

2.50 94M
Consumer Cyclical

Federated Govt Oblg Pr Shares

2.22 83M
—

AbbVie Inc

2.17 81M
Healthcare

Broadcom Inc

2.11 79M
Technology

Micron Technology Inc

2.07 78M
Technology

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