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Federated Hermes MDT All Cap Core C (QCACX)

41.07
+0.37
+(0.91%)
At close: 8:04:26 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.

Federated Hermes MDT All Cap Core C

Pittsburgh, PA 15237-7000
5800 Corporate Drive
412-288-1900

Fund Overview

Category Large Blend
Fund Family Federated
Net Assets 1.7B
YTD Return -2.97%
Yield 0.00%
Morningstar Rating
Inception Date Dec 12, 2006

Fund Operations

Last Dividend 0.04
Last Cap Gain 27.00
Holdings Turnover 71.00%
Average for Category --

Fees & Expenses

Expense QCACX Category Average
Annual Report Expense Ratio (net) 1.84% 0.78%
Prospectus Net Expense Ratio 1.84% --
Prospectus Gross Expense Ratio 1.94% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Damien Zhang, CFA, Senior Vice President, Head of Research, MDT Advisers, a Federated Advisory Company. Princeton University, A.B., Summa Cum Laude, Economics. Joined Federated Hermes 2009.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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