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Morningstar

Federated Hermes MDT Large Cap Value IS FMSTX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 28.04  /  0.50 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.770%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.38%
  • Turnover 111%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis FMSTX

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

People Pillar

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

Summary

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Federated Hermes MDT Large Cap Value IS's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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