Morningstar

Federated Hermes MDT Large Cap Value Fund Class R6 FSTLX

Morningstar Medalist Rating
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Medalist Rating as of See Federated Hermes Investment Hub
  • NAV / 1-Day Return $42.48  /  −0.56 %
  • Fund Size $3.0B
  • Adjusted Expense Ratio 0.700%
  • Net Expense Ratio 0.690%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Large
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment —
  • Investment Status Open
  • TTM Yield 0.66%
  • Turnover Ratio 61%
NAV and 1-Day Return as of

Morningstar’s Analysis FSTLX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Federated Hermes MDT Large Cap Value R6 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FSTLX

More FSTLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.17 176M
Technology

Amazon.com Inc

5.68 162M
Consumer Cyclical

Microsoft Corp

4.35 124M
Technology

AbbVie Inc

2.84 81M
Healthcare

Federated Hermes Govt Obl Premier

2.35 67M
Cash and Equivalents

Intuit Inc

2.03 58M
Technology

Costco Wholesale Corp

2.01 57M
Consumer Defensive

The Travelers Companies Inc

1.96 56M
Financial Services

Bank of New York Mellon Corp

1.89 54M
Financial Services

Fiserv Inc

1.88 54M
Technology

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