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Morningstar

Federated Hermes MDT Large Cap Growth IS QILGX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 21.81  /  0.14 %
  • Total Assets 286.7 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 147%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis QILGX

Will QILGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable QILGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the QILGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of QILGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Federated Hermes MDT Large Cap Growth IS’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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