Federated Hermes MDT Large Cap Value Fund Class SS

Frequently Asked Questions About FSTKX

What does FSTKX invest in?

The fund invests primarily in the common stock of large-cap U.S. companies undervalued relative to the market. Its investment adviser's investment strategy utilizes a large-cap value approach by selecting most of its investments from companies listed in the Russell 1000® Value Index. The adviser will notify shareholders at least 60 days in advance of any change in its investment policies that would enable the fund to normally invest less than 80% of its net assets (plus any borrowings for investment purposes) in large-cap investments.

What is the expense ratio of FSTKX?

Federated Hermes MDT Large Cap Value Fund Class SS (FSTKX) charges an expense ratio of 0.99%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FSTKX?

Federated Hermes MDT Large Cap Value Fund Class SS (FSTKX) is one share class of a fund that manages $1.97B across all of its share classes (FMSTX, FSTLX, FSTRX report the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is FSTKX actively managed or an index fund?

FSTKX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (FSTKX's is 0.99%) in exchange for the discretion to over- or under-weight positions.

When was FSTKX launched?

Federated Hermes MDT Large Cap Value Fund Class SS (FSTKX) launched in March 1982 and is managed by Federated Hermes.

How has FSTKX performed?

FSTKX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.