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Federated Hermes MDT All Cap Core R6 (QKACX)

46.27
+0.27
+(0.59%)
At close: 8:04:24 PM EDT

Fund Summary

The fund invests primarily in the common stock of U.S. companies. Its investment adviser's investment strategy utilizes a whole market, all-cap/all-style approach by selecting most of its investments from companies listed in the Russell 3000® Index. The fund's investments may include, but are not limited to, equity securities of domestic issuers.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 39.49%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 5

Performance & Risk

YTD Return 4.86%
5y Average Return 20.50%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
QKACXCategory AverageQKACXCategory AverageQKACXCategory Average
Alpha 3.21 -0.01 2.87 -0.01 0.36 -0.01
BETA 1.02 0.01 1.02 0.01 1.05 0.01
Mean Annual Return 1.36 0.01 1.59 0.01 1.15 0.01
R-squared 93.33 0.94 94.38 0.95 94.5 0.95
Standard Deviation 17.38 0.17 17.03 0.19 16.7 0.15
Sharpe Ratio 0.67 0 0.95 0.01 0.71 0.01
Treynor Ratio 10.88 0.03 15.89 0.1 10.57 0.1

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