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Morningstar

Federated Hermes MDT All Cap Core A QAACX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 44.30  /  +0.23 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 0.36%
  • Turnover 130%

USD | NAV as of Jul 23, 2024 | 1-Day Return as of Jul 23, 2024, 10:18 PM GMT+0

Morningstar’s Analysis QAACX

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

  • People Pillar

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

Federated Hermes MDT All Cap Core A’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

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings QAACX

More QAACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.38 44.8 Mil
Technology

Microsoft Corp

5.05 42.1 Mil
Technology

AbbVie Inc

3.11 25.9 Mil
Healthcare

NVIDIA Corp

3.09 25.8 Mil
Technology

Alphabet Inc Class A

2.80 23.4 Mil
Communication Services

Meta Platforms Inc Class A

2.71 22.6 Mil
Communication Services

Federated Hermes Inst Prime Val Obl IS

2.61 21.7 Mil
Cash and Equivalents

Amazon.com Inc

1.98 16.5 Mil
Consumer Cyclical

Prudential Financial Inc

1.88 15.7 Mil
Financial Services

Nutanix Inc Class A

1.85 15.4 Mil
Technology