Federated Hermes MDT Large Cap Value Fund Service Shares FSTKX Strategy

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Strategy

The investment seeks to provide growth of income and capital. The fund invests primarily in the common stock of large-cap U.S. companies undervalued relative to the market. Its investment adviser's investment strategy utilizes a large-cap value approach by selecting most of its investments from companies listed in the Russell 1000® Value Index. The adviser will notify shareholders at least 60 days in advance of any change in its investment policies that would enable the fund to normally invest less than 80% of its net assets (plus any borrowings for investment purposes) in large-cap investments.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
FSTKX
Federated Hermes MDT Large Cap Value Fund Service SharesInstitutionalOpen $174.08M0.990%High$1M−$15.41M
FMSTX
Federated Hermes MDT Large Cap Value Fund Institutional SharesInstitutionalOpen $1.53B0.770%Above Average$1M$265.56M
FSTRX
Federated Hermes MDT Large Cap Value Fund Class AFront LoadOpen $709.27M0.990%Average$1,500−$49.29M
QCLVX
Federated Hermes MDT Large Cap Value Fund Class CLevel LoadOpen $34.37M1.810%Above Average$1,500$8.17M
FSTLX
Federated Hermes MDT Large Cap Value Fund Class R6Retirement, LargeOpen $399.57M0.700%Above Average—$235.44M
QRLVX
Federated Hermes MDT Large Cap Value Fund Class RRetirement, MediumOpen $18.27M1.440%High—−$2.01M

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