Federated Hermes MDT Large Cap Value Fund Service Shares (FSTKX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.88: the stock has moved about 12% less than 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 18, 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 Service Shares (FSTKX) trades at $40.78. Federated Hermes MDT Large Cap Value Fund Service Shares (FSTKX) seeks growth of income and capital by investing in undervalued large-cap U.S. companies. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for FSTKX: FSTKX 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 Service Shares (FSTKX) Financial Services Profile
Federated Hermes MDT Large Cap Value Fund Service Shares (FSTKX) is a large-cap value fund focused on undervalued U.S. companies within the Russell 1000® Value Index, aiming to provide both income and capital appreciation for its investors in the financial services sector.
What Is the Investment Thesis for FSTKX?
Federated Hermes MDT Large Cap Value Fund Service Shares (FSTKX), with a market capitalization of $1.65 billion and a beta of 0.88, presents a value-oriented investment opportunity. The fund's focus on undervalued large-cap U.S. companies, primarily selected from the Russell 1000® Value Index, aims to deliver both income and capital appreciation. A key driver for the fund's performance is the continued identification and selection of undervalued assets within the large-cap space. The fund's ability to maintain its focus on value stocks, as indicated by its policy of investing at least 80% of its assets in large-cap investments, is crucial for its long-term success. However, the absence of dividend payments may deter some income-seeking investors. The fund's performance is also subject to market fluctuations and the overall economic environment.
Based on FMP financials and quantitative analysis
FSTKX Key Highlights
Market capitalization of $1.65 billion indicates a substantial presence in the asset management industry.
- Beta of 0.88 suggests lower volatility compared to the overall market, potentially offering a more stable investment.
- Investment strategy focused on undervalued large-cap U.S. companies aims to provide both income and capital appreciation.
- Primary investment selection from the Russell 1000® Value Index ensures a focus on value stocks.
- Policy of investing at least 80% of net assets in large-cap investments demonstrates commitment to its investment strategy.
Who Are FSTKX's Competitors?
FSTKX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BDJ BlackRock Enhanced Equity Dividend Trust | $9.34 | -0.74% | $1.65B | — |
| BST BlackRock Science and Technology Trust | $50.52 | -1.58% | $1.75B | — |
| FLCCX Fidelity Advisor Large Cap Fund Class C | $45.07 | +0.92% | $1.73B | — |
| FSTLX Federated Hermes MDT Large Cap Value Fund Class R6 | $40.59 | +0.40% | $1.88B | — |
| FSTRX Federated Hermes MDT Large Cap Value Fund Class A | $40.50 | +0.40% | $1.88B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | — |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | — |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FSTKX's Key Strengths?
Focus on undervalued large-cap companies.
- Adherence to the Russell 1000® Value Index.
- Experienced investment management team.
- Established brand and reputation.
What Are FSTKX's Weaknesses?
Dependence on market conditions and investor sentiment.
- Potential for underperformance compared to growth-oriented strategies.
- Absence of dividend payments may deter some investors.
- High expense ratio compared to passive index funds.
What Are the Key Risks for FSTKX?
Economic downturns and market volatility negatively impacting performance.
- Underperformance compared to growth-oriented strategies.
- Increased competition from other asset management firms.
- Changes in interest rates and government regulations.
What Are FSTKX's Competitive Advantages?
- Established brand and reputation in the asset management industry.
- Experienced investment professionals with expertise in value investing.
- Disciplined investment approach focused on undervalued large-cap companies.
What Does FSTKX Do?
Federated Hermes MDT Large Cap Value Fund Service Shares (FSTKX) is a mutual fund designed to provide investors with growth of income and capital. The fund achieves this objective by primarily 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 rooted in 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 serves as a benchmark for identifying companies that are trading at prices below their intrinsic value. The fund's investment policy stipulates that it will typically invest at least 80% of its net assets (plus any borrowings for investment purposes) in large-cap investments. This ensures that the fund maintains its focus on large-cap companies and adheres to its stated investment strategy. Shareholders will be notified at least 60 days in advance of any changes to this policy that would allow the fund to invest less than 80% in large-cap investments. This commitment to transparency and adherence to its investment mandate is a key aspect of the fund's management.
What Products and Services Does FSTKX Offer?
- Invests primarily in common stock of large-cap U.S. companies.
- Focuses on companies undervalued relative to the market.
- Selects investments from companies listed in the Russell 1000® Value Index.
- Aims to provide growth of income and capital.
- Adheres to a policy of investing at least 80% of net assets in large-cap investments.
- Manages a portfolio of value-oriented stocks.
- Provides investment management services to shareholders.
How Does FSTKX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- AUM is influenced by investment performance and investor inflows.
- Expenses include investment management fees, administrative costs, and marketing expenses.
What Industry Does FSTKX Operate In?
Federated Hermes MDT Large Cap Value Fund Service Shares operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. The fund's focus on large-cap value stocks positions it within a specific segment of the market, catering to investors seeking undervalued opportunities. The competitive landscape includes other asset management firms offering similar value-oriented funds. The fund's performance is dependent on its ability to identify and capitalize on undervalued assets in a dynamic market environment.
Who Are FSTKX's Key Customers?
- Individual investors seeking growth of income and capital.
- Institutional investors looking for value-oriented investment strategies.
- Retirement plans and other investment vehicles.
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 · 42 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 |
| 2026-10-05 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -3.7%.
FSTKX Financials
Bull Case vs Bear Case
Bull Case
- Focus on undervalued large-cap companies.
- Adherence to the Russell 1000® Value Index.
- Experienced investment management team.
- Established brand and reputation.
Bear Case
- Dependence on market conditions and investor sentiment.
- Potential for underperformance compared to growth-oriented strategies.
- Absence of dividend payments may deter some investors.
- High expense ratio compared to passive index funds.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FSTKX Latest News
No recent news available for FSTKX.
FSTKX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FSTKX.
Price Targets
Wall Street price target analysis for FSTKX.
FSTKX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FSTKX; grades run from A+ (80-100) to F (below 30).
Common Questions About FSTKX (Financials)
What does Federated Hermes MDT Large Cap Value Fund Service Shares do?
Federated Hermes MDT Large Cap Value Fund Service Shares (FSTKX) is designed to provide growth of income and capital by investing primarily in the common stock of large-cap U.S. companies that are undervalued relative to the market. The fund's investment adviser selects most of its investments from companies listed in the Russell 1000® Value Index, employing a large-cap value 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.
- Information is based on available data and may be subject to change.