Federated Hermes Funds,4000 Ericsson Drive
Warrendale , PA, 15086-7561
Warrendale , PA, 15086-7561
Summary
The fund seeks growth of capital and income by investing in mega-and large-size companies in the United States.
The investment process starts with a list of companies in the underlying benchmark index and the research team uses quantitative techniques and fundamental analysis to identify companies that meet earnings, growth, and valuation hurdles.
The research team looks to capitalize on market inefficiencies rather than be More
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Directors
Jan 12, 2024- J. Christopher Donahue
- John T. Collins
- G. Thomas Hough
- Maureen Lally-Green
- Thomas M. O'Neill
- P. Jerome Richey
- John S. Walsh
- Madelyn A. Reilly
- John B. Fisher
Chief Compliance Officer
- Stephen Van Meter
Fund Manager(s)
- Daniel Mahr
- Frederick Konopka
- John Lewicke
- Damien Zhang
Price
- 52-Week High/Low
- $37.62 - $28.68
- Turnover
- 81%
- Expense Ratio
- 1.97%
Company Name |
Holding |
| GoDaddy Inc | 2.6 % |
| Bank of New York Mellon Corp/The | 2.6 % |
| Johnson & Johnson | 2.59 % |
| Travelers Cos Inc/The | 2.55 % |
| Prudential Financial Inc | 2.16 % |
| Colgate-Palmolive Co | 1.79 % |
| General Electric Co | 1.63 % |
| Merck & Co Inc | 1.6 % |
| Hewlett Packard Enterprise Co | 1.56 % |
| Interactive Brokers Group Inc | 1.55 % |
| More | 1.55 % |
Documents
Performance
YTD
-
3 Year
20.06%
5 Year
11.2%
Best
17.52%
2019
Worst
-16.58%
2022
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 12.8% | 0.7% | -0.4% | 10.4% | -26.5% | 11.5% | -0.9% | - | - |
| Q2 | - | -4.3% | 1.8% | -12.9% | 6.7% | 18.3% | 1% | 2.5% | - | - |
| Q3 | - | - | -1.4% | -3.7% | -17.6% | 4.1% | -0.2% | 5.7% | - | - |
| Q4 | - | - | 10.5% | -0.2% | 10.8% | 15.2% | 2.6% | -12.9% | 0.7% | - |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | 1% | 5.1% | 6.2% | -5.4% | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 2% | 10% | -17% | 7% | 4% | 18% | -8% | 0% | 0% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| QCLVX | - | 2% | 10% | -17% | 7% | 4% | 18% | -8% | - | - |
| Russell 1000 | - | - | - | -14% | 23% | 0% | 23% | -11% | 11% | 14% |
| Alpha | - | 2% | 10% | -3% | -15% | 4% | -6% | 2% | - | - |