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Nasdaq - Delayed Quote USD

Federated Hermes Max-Cap Index Svc (FMXSX)

7.18
+0.03
+(0.42%)
At close: 8:08:47 AM EDT

Fund Summary

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 Hermes Max-Cap Index Svc

Pittsburgh, PA 15222-3779
5800 Corporate Drive

Fund Overview

Category Large Blend
Fund Family Federated
Net Assets 231.93M
YTD Return 1.20%
Yield 0.71%
Morningstar Rating
Inception Date Apr 08, 2003

Fund Operations

Last Dividend 0.01
Last Cap Gain 83.00
Holdings Turnover 37.00%
Average for Category --

Fees & Expenses

Expense FMXSX Category Average
Annual Report Expense Ratio (net) 0.67% 0.78%
Prospectus Net Expense Ratio 0.67% --
Prospectus Gross Expense Ratio 1.12% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Damian M. McIntyre, Lead Manager since December 31, 2016
Damian M. McIntyre, CFA , FRM and CAIA, Portfolio Manager, has been the Fund’s portfolio manager since January 2017 and served as associate portfolio manager since April 2015. Mr. McIntyre joined Federated in 2008 as an Associate Quantitative Analyst and has been responsible for assisting with the investment process in the Global Equity Area, focusing on Managed Risk strategies. Mr. McIntyre received his B.S., Computational Finance, and an M.B.A. with a concentration in Finance, Economics and Strategy from Carnegie Mellon University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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