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Nasdaq - Delayed Quote USD

Federated Hermes MDT Large Cap Value IS (FMSTX)

31.47
+0.04
+(0.13%)
As of 8:08:47 AM EDT. Market Open.

Investment Information

Min Initial Investment
1,500
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
15
Min Subsequent Investment
1,500
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • Commonwealth Universe
  • Schwab All (Retail, Instl, Retirement)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

The fund invests primarily in the common stock of large-cap U.S. companies undervalued relative to the market. Its investment adviser's investment strategy utilizes a large-cap value approach by selecting most of its investments from companies listed in the Russell 1000® Value Index. The adviser will notify shareholders at least 60 days in advance of any change in its investment policies that would enable the fund to normally invest less than 80% of its net assets (plus any borrowings for investment purposes) in large-cap investments.

Fund Overview

Category Large Value
Fund Family Federated
Net Assets 1.52B
YTD Return 5.29%
Yield 1.03%
Morningstar Rating
Inception Date May 01, 2014

Performance & Risk

YTD Return 2.30%
5y Average Return 20.16%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

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