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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.29% 0.02% 49.70M 6746.60
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.95% 31.00% 34.61M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund seeks to achieve its objective by investing primarily in the common stock of large-cap US companies. The Fund utilizes a large-cap approach by selecting most of its investments from companies listed in the Russell 1000 Index, an index with 1000 largest US companies.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Federated Hermes
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
2025
--
--
--
--
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9.94%
16.61%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
-3.87%
31.50%
22.16%
27.03%
-18.86%
28.58%
24.34%
18.74%
-5.54%
32.45%
20.62%
27.93%
-20.57%
27.73%
25.71%
18.03%
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As of January 01, 2026.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.51%
Stock 99.45%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund seeks to achieve its objective by investing primarily in the common stock of large-cap US companies. The Fund utilizes a large-cap approach by selecting most of its investments from companies listed in the Russell 1000 Index, an index with 1000 largest US companies.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Federated Hermes
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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