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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.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 40.03%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 3

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

Risk Statistics

3 Years 5 Years 10 Years
FMSTXCategory AverageFMSTXCategory AverageFMSTXCategory Average
Alpha 1.42 -0.01 0.28 -0.03 -2.15 -0.03
BETA 0.93 0.01 0.98 0.01 0.98 0.01
Mean Annual Return 1.18 0.01 1.43 0.01 0.92 0.01
R-squared 80.02 0.78 84.31 0.83 85.7 0.84
Standard Deviation 17.64 0.17 18.84 0.19 16.19 0.16
Sharpe Ratio 0.55 0 0.77 0 0.56 0.01
Treynor Ratio 9.5 0.04 14.15 0.07 8.42 0.08

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