Federated Hermes MDT Large Cap Value Fund - Federated Hermes
Shareclass
Federated Hermes MDT Large Cap Value Fund Institutional Shares (FMSTX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Federated Hermes MDT Large Cap Value Fund - Federated Hermes
FUND COVERAGE
# of holdings125
% of assets98%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Biogen Inc0.39%$8.49M
- 2. Welltower Inc0.4%$8.74M
- 3. Philip Morris International Inc1.85%$40.6M
- 4. JPMorgan Chase & Co0.95%$20.91M
- 5. Edison International0.36%$7.94M
- 6. Accenture PLC1.48%$32.48M
- 7. Exelon Corp1.17%$25.77M
- 8. Johnson & Johnson1.04%$22.9M
- 9. Northrop Grumman Corp0.83%$18.3M
- 10. Alcoa Corp0.26%$5.69M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Advance Auto Parts Inc1.35%$29.6M
- 2. Berkshire Hathaway Inc0.35%$7.73M
- 3. Align Technology Inc0.73%$16.08M
- 4. Five Below Inc1.05%$23.04M
- 5. Microchip Technology Inc0.31%$6.75M
- 6. Interactive Brokers Group Inc0.73%$15.92M
- 7. Maplebear Inc0.38%$8.29M
- 8. Nutanix Inc0.11%$2.51M
- 9. SL Green Realty Corp0.49%$10.66M
- 10. Ulta Beauty Inc0.27%$5.95M
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Federated Hermes MDT Large Cap Value Fund - Federated Hermes
Totals
Holdings
Assets
Weight
Prisons
10.0
$244.26M
11%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
10.0
$339.33M
15%
Borders high risk
4.0
$79.94M
3.64%
Total
17.0
$423.35M
19%
Holdings — 17 flagged holdings
1.
Alphabet Inc
:$107.55M
4.9%
2.
Salesforce Inc
:$52.43M
2.39%
3.
General Dynamics Corp
:$32.94M
1.5%
4.
Accenture PLC
:$32.48M
1.48%
5.
Walmart Inc
$31.97M
1.46%
6.
Amazon.com Inc
:$28.23M
1.29%
7.
Lockheed Martin Corp
:$25.41M
1.16%
8.
General Motors Co
:$24.47M
1.12%
9.
Northrop Grumman Corp
:$18.3M
0.83%
10.
Cardinal Health Inc
$15.01M
0.68%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Federated Hermes MDT Large Cap Value Fund - Federated Hermes FMSTX
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