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Federated Hermes MDT All Cap Core R6 (QKACX)

50.53 +0.39 (+0.78%)
At close: 8:01:48 PM EST

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
0
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • LPL SAM Eligible - 10.24.2024
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • TD Ameritrade Retail NTF
  • Vanguard TF
  • LPL SWM - 10.24.2024
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Mid Atlantic Clearing and Settlement

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.

Fund Overview

Category Large Blend
Fund Family Federated
Net Assets 1.34B
YTD Return 36.08%
Yield 0.51%
Morningstar Rating
Inception Date Dec 12, 2006

Performance & Risk

YTD Return 35.51%
5y Average Return 18.71%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

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