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Federated Hermes MDT Large Cap Growth IS (QILGX)

38.27 +0.32 (+0.84%)
As of 8:06 AM EST. Market Open.

Fund Summary

The fund invests primarily in the common stock of large-sized U.S. companies. The investment adviser's investment strategy utilizes a large-cap growth approach by selecting most of its investments from companies listed in the Russell 1000? Growth Index. The fund will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in large-cap investments.

Federated Hermes MDT Large Cap Growth IS

Pittsburgh, PA 15237-7000
5800 Corporate Drive
412-288-1900

Fund Overview

Category Large Growth
Fund Family Federated
Net Assets 1.8B
YTD Return 28.41%
Yield 0.01%
Morningstar Rating
Inception Date Sep 15, 2005

Fund Operations

Last Dividend 0.00
Last Cap Gain 24.00
Holdings Turnover 58.00%
Average for Category --

Fees & Expenses

Expense QILGX Category Average
Annual Report Expense Ratio (net) 0.75% 0.99%
Prospectus Net Expense Ratio 0.75% --
Prospectus Gross Expense Ratio 0.89% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Damien Zhang, CFA, Senior Vice President, Head of Research, MDT Advisers, a Federated Advisory Company. Princeton University, A.B., Summa Cum Laude, Economics. Joined Federated Hermes 2009.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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