Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Federated Hermes MDT Large Cap Value Fund (QBLVX)

28.23
-0.23
(-0.81%)
At close: February 3 at 8:00:46 PM EST

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
10,000
Min Subsequent Investment
1,000,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

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.

Fund Overview

Category Large Value
Fund Family Federated
Net Assets 996.45M
YTD Return 7.50%
Yield 0.34%
Morningstar Rating
Inception Date Jan 29, 2010

Performance & Risk

YTD Return 7.50%
5y Average Return 7.88%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Related Tickers