Nasdaq - Delayed Quote USD

Federated Hermes MDT Large Cap Value A (FSTRX)

32.41
+0.37
+(1.15%)
At close: 8:04:18 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.29%
5y Average Return 18.38%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (May 14, 2025) 28.15%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 28.15%
Worst 3Y Total Return 5.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FSTRX
Category
YTD
0.20%
4.44%
1-Month
-2.01%
-4.04%
3-Month
-3.89%
4.09%
1-Year
13.83%
14.37%
3-Year
12.06%
6.04%
5-Year
16.39%
9.20%
10-Year
9.49%
8.57%
Last Bull Market
21.35%
22.97%
Last Bear Market
-12.65%
-11.27%

Annual Total Return (%) History

Year
FSTRX
Category
2025
--
--
2024
22.49%
--
2023
12.51%
11.63%
2022
-4.43%
-5.90%
2021
28.15%
26.22%
2020
5.98%
2.91%
2019
20.70%
25.04%
2018
-7.44%
-8.53%

2017
14.13%
15.94%
2016
15.10%
14.81%
2015
-5.01%
-4.05%
2014
--
10.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.25% -- -- --
2024 13.07% -2.04% 10.26% 0.30%
2023 0.90% 2.11% -1.12% 10.43%
2022 -0.15% -12.65% -3.56% 13.62%
2021 10.57% 6.84% -2.05% 10.76%
2020 -26.17% 18.66% 4.73% 15.51%
2019 11.88% 2.54% 0.80% 4.37%
2018 -0.70% 0.49% 5.95% -12.44%
2017 2.27% 1.16% 3.90% 6.17%
2016 1.69% 1.05% 4.36% 7.33%

2015 0.30% 0.92% -8.83% 2.93%
2014 -0.51% 4.46% -- --

Rank in Category (By Total Return)

YTD 18
1-Month 17
3-Month 23
1-Year 6
3-Year 3
5-Year 8

Load Adjusted Returns

1-Year 7.57%
3-Year 9.97%
5-Year 15.08%
10-Year 8.87%

Performance & Risk

YTD Return 3.29%
5y Average Return 18.38%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Federated
Net Assets 1.52B
YTD Return 0.20%
Yield 0.92%
Morningstar Rating
Inception Date Dec 11, 2017

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.

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