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Morningstar

Federated Hermes MDT All Cap Core R6 QKACX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 40.88  /  +1.44 %
  • Total Assets 800.6 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.61%
  • Turnover 130%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 12:25 AM GMT+0

Morningstar’s Analysis QKACX

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

  • People Pillar

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

Federated Hermes MDT All Cap Core R6’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings QKACX

More QKACX 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