Federated Hermes MDT Large Cap Growth Fund
Federated Hermes MDT Series · 4 share classes
Fund classification
Classified from what the fund holds · as of 2026 Q2
Federated Hermes MDT Large Cap Growth Fund is an actively managed U.S. equity fund. 30% of QALGX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 98% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
Fund profile
As filed in the prospectus · 2025 Q3
The Funds investment objective is long-term capital appreciation.
The fund uses a quantitative model incorporating fundamental and technical stock selection variables to pick large-cap growth stocks, primarily from the Russell 1000 Growth Index, with sector exposure that approximates the index. The model seeks to maximize compound returns while controlling risk through diversification constraints and trading-cost analysis. Active trading to implement this strategy will generate increased portfolio turnover and short-term capital gains, which are taxed at higher rates than long-term gains.
| Share class | Gross | Net |
|---|---|---|
| QALGX | 1.11% | 1.00% |
| QCLGX | 1.86% | 1.79% |
| QILGX | 0.87% | 0.75% |
| QRLGX | 0.79% | 0.72% |
Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.
Portfolio turnover 58.00% · as of 2025 Q3
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Stocks | 97.73% |
| Cash & short-term | 2.25% |
Sector allocation
The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2
| Information Technology | 49.0% |
| Consumer Discretionary | 12.1% |
| Communication Services | 11.4% |
| Industrials | 7.2% |
| 6 smaller | 20.3% |
Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).
Portfolio growth profile
How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2
Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.
Latest quarter
What changed since the fund's previous filing
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026
| Share class | 1-year | 3-year | 5-year | Vol | Worst fall |
|---|---|---|---|---|---|
| +29.68% | +99.65% | +108.67% | 17.10% | -11.70% | |
| +28.71% | +95.30% | +100.96% | 17.09% | -11.84% | |
| +30.00% | +101.14% | +111.19% | 17.10% | -11.67% | |
| — | — | — | — | — | |
| +30.04% | — | — | 17.11% | — |
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Reported price | Value | Shares |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPNVDA | 6.70% | $199.57 | $347.47M | 1.7M |
| GOOGL | ALPHABET INCGOOGL | 6.21% | $384.80 | $322.34M | 837.7K |
| AVGO | BROADCOM INCAVGO | 5.55% | $417.43 | $287.80M | 689.5K |
| AAPL | APPLE INCAAPL | 5.30% | $271.35 | $275.07M | 1.0M |
| AMZN | AMAZON.COM INCAMZN | 4.70% | $265.06 | $244.05M | 920.8K |
| MSFT | MICROSOFT CORPMSFT | 4.52% | $407.78 | $234.38M | 574.8K |
| TSLA | TESLA INCTSLA | 3.73% | $381.63 | $193.83M | 507.9K |
| META | META PLATFORMS INCMETA | 3.37% | $611.91 | $175.03M | 286.0K |
| GEV | GE VERNOVA INCGEV | 3.34% | $1,083.46 | $173.42M | 160.1K |
| COST | COSTCO WHOLESALE CORPCOST | 3.11% | $1,014.53 | $161.38M | 159.1K |
Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.
Top 10 positions are 46.53% of net assets, top 25 73.51%, across 94 issuers.
See more of this fund's book
More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.
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