Federated Hermes MDT Large Cap Growth Fund

Shareclass
Federated Hermes MDT Large Cap Growth IS (QILGX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Federated Hermes MDT Large Cap Growth Fund

FUND COVERAGE
# of holdings99
% of assets98%
Score
52 / 100
Rank

14.5 percentile

Group: U.S. Large Cap Equity

Rank: #1,251 out of 1,462

Grade
F

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

24 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Mastercard Inc Class A
         % of fund invested: 2.02%
         $USD invested: $79.7M
  • 2. Uber Technologies Inc
         % of fund invested: 0.84%
         $USD invested: $33.17M
  • 3. Autodesk Inc
         % of fund invested: 0.29%
         $USD invested: $11.41M
  • 4. The Goldman Sachs Group Inc
         % of fund invested: 0.5%
         $USD invested: $19.81M
  • 5. Vertex Pharmaceuticals Inc
         % of fund invested: 0.24%
         $USD invested: $9.35M
  • 6. Microsoft Corp
         % of fund invested: 7.31%
         $USD invested: $287.81M
  • 7. Merck & Co Inc
         % of fund invested: 0.12%
         $USD invested: $4.62M
  • 8. Yum Brands Inc
         % of fund invested: 0.07%
         $USD invested: $2.65M
  • 9. AbbVie Inc
         % of fund invested: 2.26%
         $USD invested: $88.88M
  • 10. Trane Technologies PLC Class A
         % of fund invested: 0.15%
         $USD invested: $5.98M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Roblox Corp Ordinary Shares - Class A
         % of fund invested: 1.11%
         $USD invested: $43.81M
  • 2. Palantir Technologies Inc Ordinary Shares - Class A
         % of fund invested: 2.58%
         $USD invested: $101.55M
  • 3. Weatherford International PLC Ordinary Shares - New
         % of fund invested: 0.11%
         $USD invested: $4.5M
  • 4. Reddit Inc Class A Shares
         % of fund invested: 0.37%
         $USD invested: $14.39M
  • 5. Viking Holdings Ltd
         % of fund invested: 1.56%
         $USD invested: $61.38M
  • 6. AppLovin Corp Ordinary Shares - Class A
         % of fund invested: 0.6%
         $USD invested: $23.61M
  • 7. Rubrik Inc Class A Shares
         % of fund invested: 0.4%
         $USD invested: $15.64M
  • 8. Allison Transmission Holdings Inc
         % of fund invested: 0.28%
         $USD invested: $11.14M
  • 9. Cintas Corp
         % of fund invested: 0.19%
         $USD invested: $7.3M
  • 10. EPAM Systems Inc
         % of fund invested: 0.14%
         $USD invested: $5.46M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Federated Hermes MDT Large Cap Growth Fund

Totals

Holdings
Assets
Weight
Prisons
6
$755.26M
19%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
5
$825.18M
21%
     Borders high risk
1
$101.55M
2.58%
Total
8
$924.2M
23%
Full fund results

Holdings — 8 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$287.81M
7.31%
Prisons
Borders :
$287.81M
7.31%
2.
Alphabet Inc Class A
Prisons
Borders
$193.06M
4.9%
Prisons
Borders :
$193.06M
4.9%
3.
Amazon.com Inc
Prisons
Borders
$175.37M
4.45%
Prisons
Borders :
$175.37M
4.45%
4.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$101.55M
2.58%
Borders :
$101.55M
2.58%
5.
Costco Wholesale Corp
Prisons
$88.95M
2.26%
Prisons
$88.95M
2.26%
6.
Salesforce Inc
Borders
$67.39M
1.71%
Borders :
$67.39M
1.71%
7.
Cardinal Health Inc
Prisons
$7.42M
0.19%
Prisons
$7.42M
0.19%
8.
Yum Brands Inc
Prisons
$2.65M
0.07%
Prisons
$2.65M
0.07%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer