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Federated Hermes Mdt Large Cap Value Fund Class Ss: (MF: FSTKX)

(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET

$32.37 USD

-0.23 (-0.71%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 10.73 32
3 months -2.03 76
6 months 10.73 32
1 Year 20.97 26
3 Year 8.92 22
5 Year 11.22 40
10 Year 8.88 46

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 98.83
Bear Market (10/07 - 2/09) -47.60
Bull Market (2/09 - 3/21) 622.64

Load Adjusted Returns as of Jun 30, 2024

1 Year 20.96
5 Year 11.21
10 Year 8.88
Since Inception 11.32

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 13.03 -2.03 NA NA
2023 0.93 2.10 -1.11 10.47
2022 -0.15 -12.62 -3.55 13.59
2021 10.55 6.85 -2.07 10.73
2020 -26.14 18.62 4.72 15.52
2019 11.86 2.57 0.78 4.34

Annual Return

20242023202220212020201920182017201620152014
% Total Return 10.7312.58-4.4228.106.0120.66-7.4314.1215.05-4.9714.06
% Total Return Rel to Index -4.56-13.6613.77-0.58-12.39-10.82-3.04-7.673.11-6.360.41
% Total Return Rel to Peer 1.90-2.696.363.76-2.19-4.970.12-3.283.73-1.755.17
% Perf Quintile vs Peer* 0.003.001.002.003.005.003.004.002.004.001.00
% Dividends 0.130.360.340.340.370.370.390.340.390.380.29
% Yield 0.391.151.100.871.221.241.431.071.321.370.91
Capital Gains ($) 0.000.183.485.450.000.362.002.480.991.922.06
Expense Ratio 0.000.200.980.980.980.980.990.990.980.230.99

* 1 = Top 20%, 5 = Bottom 20%