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Federated Hermes MDT Large Cap Value A (FSTRX)
32.41
+0.37
+(1.15%)
At close: 8:04:18 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 28.15% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 4.30% |
| 5y Average Return | 18.59% |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FSTRX | Category Average | FSTRX | Category Average | FSTRX | Category Average | |
| Alpha | 0.54 | -0.01 | 1.92 | -0.03 | -2.17 | -0.03 |
| BETA | 0.94 | 0.01 | 0.91 | 0.01 | 0.98 | 0.01 |
| Mean Annual Return | 1.07 | 0.01 | 1.38 | 0.01 | 0.87 | 0.01 |
| R-squared | 78.89 | 0.78 | 80.55 | 0.83 | 85.47 | 0.84 |
| Standard Deviation | 17.29 | 0.17 | 16.27 | 0.19 | 16.25 | 0.16 |
| Sharpe Ratio | 0.48 | 0 | 0.84 | 0 | 0.52 | 0.01 |
| Treynor Ratio | 7.83 | 0.04 | 14.93 | 0.07 | 7.67 | 0.08 |
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