About FSTRX
Federated Hermes MDT Large Cap Value Fund Class A is an actively managed mutual fund focused on delivering growth of income and capital. The fund primarily invests in common stocks of large-cap U.S. companies that are considered undervalued relative to their intrinsic worth or the broader market. By emphasizing value-oriented strategies, it targets firms with solid fundamentals but whose shares are trading below perceived fair value—a style that typically offers a higher income component through dividends. Sectors represented among its top holdings include healthcare, technology, financial services, and industrials, reflecting a diversified approach within the large-cap space. Notable positions include Johnson & Johnson, AbbVie, and GoDaddy, among others. With approximately 21.8% of assets in its top ten holdings and an expense ratio of 0.98%, the fund provides investors with access to established market leaders while seeking to capitalize on market inefficiencies. Designed for investors seeking exposure to stable, income-generating equities with long-term appreciation potential, the fund plays a significant role in portfolios aiming for balanced, risk-conscious large-cap U.S. equity exposure.
Fund Family Federated
Category Large Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol FSTRX
Share Class Class A Shares
Index Russell 1000 Value TR
FSTRX had a total return of 13.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 19.37%.
