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Federated Hermes Max-Cap Index Svc (FMXSX)

7.15
+0.04
+(0.56%)
At close: 8:03:59 PM EDT
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  • Previous Close 7.11
  • YTD Return 1.20%
  • Expense Ratio 0.67%
  • Category Large Blend
  • Last Cap Gain 83.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 231.93M
  • Beta (5Y Monthly) 1.00
  • Yield 0.71%
  • 5y Average Return --
  • Holdings Turnover 37.00%
  • Last Dividend 0.01
  • Inception Date Apr 8, 2003

The fund invests its assets primarily in common stocks included in the Standard & Poor's 500 Index. The index is a broad-based market index that measures the performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. It may invest in derivative contracts (such as, for example, futures contracts), to implement its investment strategies.

Federated

Fund Family

Large Blend

Fund Category

231.93M

Net Assets

2003-04-08

Inception Date

Performance Overview: FMXSX

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Trailing returns as of 3/27/2025. Category is Large Blend.

YTD Return

FMXSX
1.20%
Category
5.31%
 

1-Year Return

FMXSX
17.48%
Category
20.31%
 

3-Year Return

FMXSX
11.78%
Category
6.48%
 

5-Year Return

FMXSX
16.11%
Category
11.78%
 

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Holdings: FMXSX

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Sector Weightings

SectorFMXSX
Technology   33.81%
Healthcare   10.18%
Industrials   7.27%
Energy   3.12%
Utilities   2.51%
Real Estate   2.07%

Recent News: FMXSX

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Research Reports: FMXSX

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