Federated Hermes MDT SCV Institutional (S:0P00003ISW)
127.51
+2.66
(+2.13%)
USD |
Nov 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 12, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| American Healthcare REIT, Inc. | 2.17% | 47.75 | 0.99% |
| BankUnited, Inc. | 1.95% | 44.91 | -1.06% |
| Veeco Instruments, Inc. | 1.62% | 33.38 | 0.82% |
| National Vision Holdings, Inc. | 1.58% | 26.61 | 1.03% |
| CNX Resources Corp. | 1.32% | 35.73 | 3.57% |
| Essential Properties Realty Trust, Inc. | 1.29% | 29.60 | 0.44% |
| Skyward Specialty Insurance Group, Inc. | 1.26% | 45.81 | -1.82% |
| SSR Mining, Inc. | 1.26% | 32.32 | 5.45% |
| Cushman & Wakefield Ltd. | 1.18% | 16.44 | -1.08% |
| CNO Financial Group, Inc. | 1.17% | 43.51 | 0.25% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |