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Federated Hermes MDT All Cap Core A (QAACX)

47.07
-0.03
(-0.06%)
At close: 8:04:29 PM EDT

Fund Summary

The fund invests primarily in the common stock of U.S. companies. Its investment adviser's investment strategy utilizes a whole market, all-cap/all-style approach by selecting most of its investments from companies listed in the Russell 3000® Index. The fund's investments may include, but are not limited to, equity securities of domestic issuers.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 40.07%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 5

Performance & Risk

YTD Return 4.81%
5y Average Return 20.53%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
QAACXCategory AverageQAACXCategory AverageQAACXCategory Average
Alpha 2.91 -0.01 2.58 -0.01 0.17 -0.01
BETA 1.02 0.01 1.02 0.01 1.05 0.01
Mean Annual Return 1.33 0.01 1.56 0.01 1.13 0.01
R-squared 93.31 0.94 94.37 0.95 94.51 0.95
Standard Deviation 17.36 0.17 17.01 0.19 16.67 0.15
Sharpe Ratio 0.66 0 0.94 0.01 0.7 0.01
Treynor Ratio 10.55 0.03 15.56 0.1 10.37 0.1

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