About QCLVX
Federated Hermes MDT Large Cap Value Fund Class C is a mutual fund that primarily seeks growth of income and capital by investing in common stocks of large-cap U.S. companies considered undervalued relative to the market. This fund emphasizes the value investment style, focusing on companies with strong fundamentals whose share prices may not fully reflect their intrinsic worth. By concentrating its portfolio in larger, established firms across sectors such as healthcare, technology, financial services, and industrials, the fund aims to capture opportunities for long-term appreciation and income, typically associated with higher dividend yields compared to growth stocks.
The fund employs an active management approach, periodically adjusting sector and company allocations in response to market conditions and valuation opportunities. While the core strategy targets value stocks, sector allocations can make the fund more sensitive to industry-specific developments and economic cycles. As a class C share, this fund is designed for investors seeking access to professional value-driven equity management without large minimum investments, though it typically carries higher expense ratios and distribution fees than institutional classes. The fund’s role in the market is to provide broad, diversified exposure to U.S. large-cap value equities, serving as a core component for investors aiming to balance growth potential and income generation within a long-term portfolio.
Fund Family Federated
Category Large Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol QCLVX
Share Class Class C Shares
Index Russell 1000 Value TR
QCLVX had a total return of 26.31% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.69%.
