Federated Hermes MDT Large Cap Growth IS’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
- NAV / 1-Day Return 23.99 / 1.48 %
- Total Assets 450.5 Mil
-
Adj. Expense Ratio
0.740%
- Expense Ratio 0.750%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield 0.00
- Turnover 147%
Morningstar’s Analysis QILGX
Will QILGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Mar 31, 2023
- Equity Holdings 100
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 38.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Federated Hermes Inst Prime Val Obl IS
2.82
10,684,759
Cash and Equivalents