Federated Hermes Mid-Cap Index IS holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
Federated Hermes Mid-Cap Index Fund Institutional Shares FMCRX
- NAV / 1-Day Return 16.69 / −1.94 %
- Total Assets 285.4M
-
Adj. Expense Ratio
0.320%
- Expense Ratio 0.310%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Small Blend
- Min. Initial Investment 1M
- Status Open
- TTM Yield 1.01%
- Turnover 31%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:22 AM GMT+0
Morningstar’s Analysis FMCRX
Will FMCRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 10.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
E-mini S&P MidCap 400 Future June 26 | 3.85 | 11M | — |
Federated Hermes Govt Obl Premier | 3.39 | 9M | Cash and Equivalents |
TechnipFMC PLC | 0.86 | 2M | Energy |
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United Therapeutics Corp | 0.74 | 2M | Healthcare |
Curtiss-Wright Corp | 0.73 | 2M | Industrials |
XPO Inc | 0.71 | 2M | Industrials |
Flex Ltd | 0.70 | 2M | Technology |
Woodward Inc | 0.62 | 2M | Industrials |
ATI Inc | 0.62 | 2M | Industrials |
United States