FMXSX Mutual Fund

FMXSX Mutual Fund (Federated Hermes Max-Cap Index Fund Service Class) is managed by Federated Hermes with $68.5M in net assets. FMXSX expense ratio is 0.67%, holding 501 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1993-09-07.

FMXSX performance shows a YTD return of 12.55%. The 1-year return is 19.88% and the 5-year return is 7.62%. FMXSX dividend yield stands at 7.15%, paid quarterly.

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

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