Morningstar

Federated Hermes Max-Cap Index Fund Class R Shares FMXKX

Morningstar Medalist Rating
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Medalist Rating as of See Federated Hermes Investment Hub
  • NAV / 1-Day Return $9.02  /  −0.55 %
  • Fund Size $283.7M
  • Adjusted Expense Ratio 1.120%
  • Net Expense Ratio 1.110%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment —
  • Investment Status Open
  • TTM Yield 0.16%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

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.

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Portfolio Holdings FMXKX

More FMXKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.83 20M
Technology

Apple Inc

5.99 18M
Technology

E-mini S&P 500 Future Sept 26

4.84 14M
—

Federated Hermes Govt Obl Premier

4.36 13M
Cash and Equivalents

Microsoft Corp

3.86 11M
Technology

Amazon.com Inc

3.29 10M
Consumer Cyclical

Alphabet Inc Class A

2.94 9M
Communication Services

Broadcom Inc

2.52 7M
Technology

Alphabet Inc Class C

2.33 7M
Communication Services

Micron Technology Inc

1.83 5M
Technology

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