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Mid-Cap Index Fund

ticker F M C R X Mutual Funds . Mid Cap .
OverviewPerformanceCharacteristicsCommentaryDocumentsDistributions and Taxes
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Overview

 
AT A GLANCE
Portfolio
Assets
March 31 2025
$268.4 M
YTD Return NAV
April 29 2025
-8.02%
Equity
Gross
Expenses
0.50%
Net
Expenses
0.32%
STRATEGY

Seeks investment results generally corresponding to the aggregate price and dividend performance of the publicly traded common stocks that comprise the Standard & Poor's MidCap 400® Index.

KEY FACTS
Key Facts - Part 1
Symbol ticker F M C R X
Benchmark S&P MidCap 400® Index
Key Facts - Part 2
Fund Number(s)
153
CUSIP 3 1 4 2 0 E 8 8 2
Performance Incp. Date November 5 1992
MORNINGSTAR CATEGORY / STYLE
Category
Mid-Cap Blend
Style
Small Blend
INVESTMENT GOALS Retirement
Growth
Income
KEY INVESTMENT TEAM
Ian Miller, CFA
Vice President
Senior Portfolio Manager
Director of Quantitative Research, Equity

joined Federated Hermes
19 years of experience
Damian McIntyre, CFA, FRM, CAIA
Vice President
Senior Portfolio Manager
Senior Quantitative Analyst
Head of Multi-Asset Solutions Team

joined Federated Hermes
17 years of experience

Performance

Characteristics

DISCLOSURES

For additional information, including definitions of related terms and indexes, see the Financial Glossary and Benchmark Index Glossary. In addition, by accessing documents containing CUSIP information, you agree to the Terms of Use for CUSIP Information contained in the Financial Glossary.

Commentary

Documents

 
DISCLOSURES

The “As of Date” for regulatory documents  is the date when the document is made available on Federated Hermes' website.

1 disclosure If this product is new, it will not have completed its first financial reporting period. Please check back to view future shareholder reports. For the new share of an existing fund, you may wish to view recent shareholder reports of another share of that fund by visiting another share.

Distributions and Taxes

Standard Performance

 
DISCLOSURES

The value of equity securities in the fund’s portfolio will fluctuate and, as a result, the fund’s share price may decline. Equity securities may decline in value because of an increase in interest rates or changes in the stock market.

The quantitative models and analysis used by the fund's adviser may perform differently than expected and negatively affect fund performance.

Because the fund may allocate relatively more assets to certain industry sectors than others, the fund’s performance may be more susceptible to any developments which affect those sectors emphasized by the Fund.

The fund's use of derivative instruments involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional instruments.

Federated Securities Corp., Distributor

Current and future portfolio holdings are subject to risk.

Not FDIC Insured
May Lose Value
No Bank Guarantee

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