Morningstar

Federated Hermes Max-Cap Index Fund Class R Shares FMXKX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 8.95  /  +0.45 %
  • Total Assets 285.3M
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.110%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.20%
  • Turnover 31%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:10 AM GMT+0

Morningstar’s Analysis FMXKX

Will FMXKX outperform in the 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 FMXKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Federated Hermes Max-Cap Index R holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FMXKX

More FMXKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.95 18M
Technology

Apple Inc

6.15 16M
Technology

Microsoft Corp

4.49 11M
Technology

E-mini S&P 500 Future June 26

4.01 10M
—

Federated Hermes Govt Obl Premier

3.64 9M
Cash and Equivalents

Amazon.com Inc

3.31 8M
Consumer Cyclical

Alphabet Inc Class A

2.76 7M
Communication Services

Broadcom Inc

2.38 6M
Technology

Alphabet Inc Class C

2.21 6M
Communication Services

Meta Platforms Inc Class A

2.07 5M
Communication Services

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