Federated Hermes MDT Large Cap Value Fund (FMSTX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.00: the stock has moved roughly in step with the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFederated Hermes MDT Large Cap Value Fund (FMSTX) trades at $40.52. Federated Hermes MDT Large Cap Value IS (FMSTX) is a fund focused on investing in undervalued large-cap U.S. companies. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for FMSTX: FMSTX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Federated Hermes MDT Large Cap Value Fund (FMSTX) Financial Services Profile
Federated Hermes MDT Large Cap Value IS (FMSTX) is a fund employing a large-cap value investment strategy, primarily investing in undervalued U.S. companies within the Russell 1000® Value Index. With a focus on long-term capital appreciation, the fund offers investors exposure to a diversified portfolio of established businesses.
What Is the Investment Thesis for FMSTX?
Federated Hermes MDT Large Cap Value IS presents a notable research candidate for investors seeking exposure to undervalued large-cap U.S. equities. The fund's focus on the Russell 1000® Value Index provides a targeted approach to value investing. A key value driver is the potential for mean reversion, where undervalued stocks appreciate to reflect their intrinsic worth. The fund's investment policy of allocating at least 80% of its assets to large-cap investments offers stability and diversification. The fund's performance is closely tied to the overall health of the U.S. economy and the performance of the large-cap value segment. Potential risks include market volatility and the possibility that the fund's value-oriented strategy may underperform during periods of growth stock dominance. The fund's beta of 1.00 indicates that it has similar volatility to the market.
Based on FMP financials and quantitative analysis
FMSTX Key Highlights
The fund invests primarily in the common stock of large-cap U.S. companies undervalued relative to the market.
- The investment adviser's strategy utilizes a large-cap value approach.
- Most investments are selected from companies listed in the Russell 1000® Value Index.
- The fund will normally invest at least 80% of its net assets in large-cap investments.
- The fund has a beta of 1.00, indicating market-level volatility.
Who Are FMSTX's Competitors?
FMSTX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
| BAM Brookfield Asset Management | $44.73 | -0.27% | $71.6B | 57 5-pillar |
| AMP Ameriprise Financial, Inc. | $494.94 | +0.82% | $44.4B | 77 5-pillar |
| ARES Ares Management Corporation | $117.13 | -0.36% | $38.5B | 57 5-pillar |
| TROW T. Rowe Price Group, Inc. | $103.93 | -0.66% | $22.4B | 80 5-pillar |
| ATHS Athene Holding Ltd. | $23.59 | +0.34% | $18.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FMSTX's Key Strengths?
Experienced management team at Federated Hermes.
- Disciplined value investing approach.
- Focus on large-cap U.S. equities.
- Diversified portfolio of undervalued companies.
What Are FMSTX's Weaknesses?
Potential for underperformance during growth stock dominance.
- Reliance on the Russell 1000® Value Index.
- Vulnerability to market volatility.
- Dependence on the expertise of the investment adviser.
What Are the Key Risks for FMSTX?
Market volatility and economic downturns.
- Underperformance during periods of growth stock dominance.
- Changes in investor sentiment and preferences.
- Competition in the asset management industry.
What Are FMSTX's Competitive Advantages?
- Established brand and reputation of Federated Hermes.
- Expertise in value investing and large-cap equity management.
- Access to proprietary research and investment tools.
- Diversified portfolio of undervalued companies.
What Does FMSTX Do?
Federated Hermes MDT Large Cap Value IS (FMSTX) is a fund managed by Federated Hermes, a well-established investment management firm. The fund's primary objective is to seek long-term capital appreciation by investing in the common stock of large-cap U.S. companies that are considered undervalued relative to the broader market. The fund's investment strategy is centered around a large-cap value approach, where the investment adviser selects most of its investments from companies listed in the Russell 1000® Value Index. This index represents the value segment of the large-cap U.S. equity market. The fund's investment policies stipulate that it will normally invest at least 80% of its net assets (plus any borrowings for investment purposes) in large-cap investments. Any changes to this policy will be communicated to shareholders at least 60 days in advance. This ensures transparency and allows investors to make informed decisions. Federated Hermes, as the investment adviser, leverages its expertise in fundamental analysis and value investing to identify companies with strong financials, attractive valuations, and potential for long-term growth. The fund aims to provide investors with a diversified portfolio of established businesses that are trading below their intrinsic value.
What Products and Services Does FMSTX Offer?
- Invests in common stock of large-cap U.S. companies.
- Focuses on companies undervalued relative to the market.
- Selects investments primarily from the Russell 1000® Value Index.
- Employs a large-cap value investment approach.
- Aims for long-term capital appreciation.
- Manages a diversified portfolio of established businesses.
How Does FMSTX Make Money?
- Generates revenue through management fees based on AUM.
- Charges expense ratios to cover operating costs.
- Aims to outperform its benchmark index (Russell 1000® Value Index).
- Attracts investors seeking value-oriented investment strategies.
What Industry Does FMSTX Operate In?
Federated Hermes MDT Large Cap Value IS operates within the asset management industry, specifically focusing on value investing. The asset management industry is characterized by intense competition, with numerous firms offering a wide range of investment products and services. Market trends include the increasing popularity of passive investing, the growing importance of ESG (environmental, social, and governance) factors, and the ongoing consolidation of asset management firms. Federated Hermes differentiates itself through its focus on value investing and its expertise in managing large-cap equity portfolios. The fund's performance is influenced by macroeconomic factors, market sentiment, and the relative performance of value stocks compared to growth stocks.
Who Are FMSTX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors looking for value-oriented exposure.
- Retirement plans and pension funds.
- Financial advisors and wealth managers.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -4.6%.
FMSTX Financials
Bull Case vs Bear Case
Bull Case
- Experienced management team at Federated Hermes.
- Disciplined value investing approach.
- Focus on large-cap U.S. equities.
- Diversified portfolio of undervalued companies.
Bear Case
- Potential for underperformance during growth stock dominance.
- Reliance on the Russell 1000® Value Index.
- Vulnerability to market volatility.
- Dependence on the expertise of the investment adviser.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FMSTX Latest News
No recent news available for FMSTX.
FMSTX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FMSTX.
Price Targets
Wall Street price target analysis for FMSTX.
FMSTX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FMSTX; grades run from A+ (80-100) to F (below 30).
FMSTX Financials Stock FAQ
What does Federated Hermes MDT Large Cap Value IS do?
Federated Hermes MDT Large Cap Value IS is a fund that invests primarily in undervalued large-cap U.S. companies. It aims to achieve long-term capital appreciation by selecting stocks from the Russell 1000® Value Index, employing a disciplined value investing approach.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on publicly available information and may be subject to change.