Nasdaq - Delayed Quote USD

Federated Hermes MDT Large Cap Value Svc (FSTKX)

31.79
-0.28
(-0.87%)
As of 8:09:19 AM EDT. Market Open.
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  • Previous Close 32.07
  • YTD Return 0.16%
  • Expense Ratio 0.99%
  • Category Large Value
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.52B
  • Beta (5Y Monthly) 0.94
  • Yield 0.91%
  • 5y Average Return --
  • Holdings Turnover 69.00%
  • Last Dividend 0.08
  • Inception Date Dec 11, 2017

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.

Federated

Fund Family

Large Value

Fund Category

1.52B

Net Assets

2017-12-11

Inception Date

Performance Overview: FSTKX

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Trailing returns as of 5/13/2025. Category is Large Value.

YTD Return

FSTKX
0.16%
Category
4.44%
 

1-Year Return

FSTKX
13.84%
Category
14.37%
 

3-Year Return

FSTKX
12.07%
Category
6.04%
 

5-Year Return

FSTKX
16.39%
Category
9.20%
 

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Holdings: FSTKX

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Sector Weightings

SectorFSTKX
Healthcare   15.85%
Industrials   12.98%
Technology   9.03%
Energy   5.91%
Utilities   5.05%
Real Estate   3.43%

Recent News: FSTKX

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Research Reports: FSTKX

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