Federated Hermes Max-Cap Index C 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.
Federated Hermes Max-Cap Index Fund Class C Shares MXCCX
- NAV / 1-Day Return 8.17 / +1.74 %
- Total Assets 275.0M
-
Adj. Expense Ratio
1.450%
- Expense Ratio 1.400%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,500
- Status Open
- TTM Yield 0.06%
- Turnover 31%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:11 AM GMT+0
Morningstar’s Analysis MXCCX
Will MXCCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MXCCX 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 MXCCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- 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 |
United States