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Morningstar

Federated Hermes Mid-Cap Index IS FMCRX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 16.09  /  +0.94 %
  • Total Assets 287.2 Mil
  • Adj. Expense Ratio
    0.320%
  • Expense Ratio 0.320%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.12%
  • Turnover 34%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:15 PM GMT+0

Morningstar’s Analysis FMCRX

Will FMCRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FMCRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FMCRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FMCRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Federated Hermes Mid-Cap Index IS’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FMCRX

More FMCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-mini S&P MidCap 400 Index Future June14

3.43 11.1 Mil
—

Federated Hermes Inst Prime Val Obl IS

3.29 10.6 Mil
Cash and Equivalents

Vistra Corp

0.85 2.7 Mil
Utilities

Williams-Sonoma Inc

0.75 2.4 Mil
Consumer Cyclical

Carlisle Companies Inc

0.70 2.3 Mil
Industrials

Reliance Inc

0.65 2.1 Mil
Basic Materials

Graco Inc

0.58 1.9 Mil
Industrials

Saia Inc

0.58 1.9 Mil
Industrials

Pure Storage Inc Class A

0.57 1.9 Mil
Technology

Manhattan Associates Inc

0.57 1.8 Mil
Technology