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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

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Commonwealth Universe
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

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.

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

Performance & Risk

YTD Return -4.62%
5y Average Return 17.81%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

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