Morningstar

Federated Hermes MDT Large Cap Value Fund Class R QRLVX

Morningstar Medalist Rating
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Medalist Rating as of See Federated Hermes Investment Hub
  • NAV / 1-Day Return $42.44  /  +0.62 %
  • Fund Size $3.0B
  • Adjusted Expense Ratio 1.440%
  • Net Expense Ratio 1.430%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment —
  • Investment Status Open
  • TTM Yield 0.10%
  • Turnover Ratio 61%
NAV and 1-Day Return as of

Morningstar’s Analysis QRLVX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Federated Hermes MDT Large Cap Value R holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings QRLVX

More QRLVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.12 137M
Technology

Amazon.com Inc

3.39 91M
Consumer Cyclical

The Travelers Companies Inc

2.85 76M
Financial Services

Microsoft Corp

2.64 71M
Technology

Alphabet Inc Class A

2.63 71M
Communication Services

Federated Hermes Govt Obl Premier

2.29 61M
Cash and Equivalents

Fiserv Inc

2.14 57M
Technology

Bank of New York Mellon Corp

2.05 55M
Financial Services

Walmart Inc

1.96 53M
Consumer Defensive

JPMorgan Chase & Co

1.90 51M
Financial Services

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