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Morningstar

Federated Hermes MDT All Cap Core C QCACX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 31.72  /  0.41 %
  • Total Assets 641.3 Mil
  • Adj. Expense Ratio
    1.840%
  • Expense Ratio 1.840%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield —
  • Turnover 130%

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 11:15 PM GMT+0

Morningstar’s Analysis QCACX

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

People Pillar

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

Strength in Federated Hermes MDT All Cap Core C'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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings QCACX

More QCACX Holdings
  • Current Portfolio Date
  • Equity Holdings 171
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 25.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.16
24,560,930
Technology

Apple Inc

4.01
23,679,713
Technology

Marathon Petroleum Corp

2.40
14,179,347
Energy

Alphabet Inc Class A

2.33
13,776,156
Communication Services

PepsiCo Inc

2.27
13,365,597
Consumer Defensive

NVIDIA Corp

2.25
13,304,169
Technology

Amazon.com Inc

2.09
12,304,708
Consumer Cyclical

Broadcom Inc

2.06
12,128,129
Technology

Spotify Technology SA

2.06
12,126,714
Communication Services

Johnson & Johnson

1.92
11,314,614
Healthcare