FMXKX Mutual Fund

FMXKX Mutual Fund (Federated Hermes Max-Cap Index Fund Class R) is managed by Federated Hermes with $73.2M in net assets. FMXKX expense ratio is 1.12%, holding 487 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2003-04-08.

FMXKX performance shows a YTD return of 9.55%. The 1-year return is 18.87% and the 5-year return is 11.75%. FMXKX dividend yield stands at 6.84%, paid quarterly.

FMXKX top holdings include Nvidia Corp. (6.8%), Apple, Inc (6.0%), E-Mini S&P 500 Future Sept 26 (4.8%), Federated Government Obligations Fund (4.4%), Microsoft Corp 4.100 Feb 06 37 (3.9%). Go to all FMXKX holdings, FMXKX sectors, or FMXKX dividends.

FMXKX can be compared against other funds. Use FMXKX overlap to find shared positions, or FMXKX vs another fund for a side-by-side view. FMXKX alternatives are available via the screener, along with tax-loss harvesting opportunities.