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Morningstar

Federated Hermes MDT All Cap Core R6 QKACX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 41.35  /  +1.15 %
  • Total Assets 830.3 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.63%
  • Turnover 130%

USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 12:13 AM GMT+0

Morningstar’s Analysis QKACX

Will QKACX 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 QKACX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the QKACX 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 QKACX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Federated Hermes MDT All Cap Core R6’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings QKACX

More QKACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.38 44.8 Mil
Technology

Microsoft Corp

5.05 42.1 Mil
Technology

AbbVie Inc

3.11 25.9 Mil
Healthcare

NVIDIA Corp

3.09 25.8 Mil
Technology

Alphabet Inc Class A

2.80 23.4 Mil
Communication Services

Meta Platforms Inc Class A

2.71 22.6 Mil
Communication Services

Federated Hermes Inst Prime Val Obl IS

2.61 21.7 Mil
Cash and Equivalents

Amazon.com Inc

1.98 16.5 Mil
Consumer Cyclical

Prudential Financial Inc

1.88 15.7 Mil
Financial Services

Nutanix Inc Class A

1.85 15.4 Mil
Technology