- 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) manages $1.89B in total assets. 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 a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (FSTKX's is 0.99%) because there's no security selection cost.
- When was FSTKX launched?
- Federated Hermes MDT Large Cap Value Fund Class SS (FSTKX) launched in March 1982 and is managed by the fund issuer.
- 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.
