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Federated Hermes MDT Large Cap Growth A QALGX

Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 27.75  /  0.86 %
  • Total Assets 986.3 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield
  • Turnover 116%

Morningstar’s Analysis QALGX

Will QALGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in Federated Hermes MDT Large Cap Growth A's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings QALGX

  • Current Portfolio Date
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 46.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
11.35
91,196,093
Technology
9.15
73,545,112
Technology
4.59
36,881,792
Communication Services
4.50
36,172,850
Technology
4.45
35,772,146
Consumer Cyclical
3.20
25,678,839
Healthcare
2.88
23,173,407
Communication Services

Federated Hermes Inst Prime Val Obl IS

2.71
21,746,204
Cash and Equivalents
2.15
17,274,387
Technology
2.15
17,267,271
Technology