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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 36.05  /  +0.90 %
  • Total Assets 805.3 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 Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:14 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 most expensive 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.21 41.7 Mil
Technology

Apple Inc

3.72 25.0 Mil
Technology

AbbVie Inc

2.64 17.7 Mil
Healthcare

Alphabet Inc Class A

2.60 17.5 Mil
Communication Services

Broadcom Inc

2.43 16.3 Mil
Technology

NVIDIA Corp

1.94 13.0 Mil
Technology

Meta Platforms Inc Class A

1.92 12.9 Mil
Communication Services

Marathon Petroleum Corp

1.83 12.3 Mil
Energy

PepsiCo Inc

1.82 12.2 Mil
Consumer Defensive

Amazon.com Inc

1.75 11.8 Mil
Consumer Cyclical