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QRLVX Federated Hermes MDT Large Cap Value R Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Caterpillar (NYSE:CAT), MARATHON PETROLEUM Corp (NYSE:MPC), Bank of New York Mellon Corp (NYSE:BK).

Industry description

The investment seeks to provide growth of income and capital. The fund invests primarily in the common stock of large-cap U.S. companies undervalued relative to the market. Its investment adviser's investment strategy utilizes a large-cap value approach by selecting most of its investments from companies listed in the Russell 1000® Value Index. The adviser will notify shareholders at least 60 days in advance of any change in its investment policies that would enable the fund to normally invest less than 80% of its net assets (plus any borrowings for investment purposes) in large-cap investments.

Market Cap

The average market capitalization across the Federated Hermes MDT Large Cap Value R MF is 170.62B. The market cap for tickers in the group ranges from 17.26B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is GDDY at 17.26B.

Volume

The average weekly volume growth across all stocks in the Federated Hermes MDT Large Cap Value R MF was 5%. For the same stocks of the MF, the average monthly volume growth was -40% and the average quarterly volume growth was -10%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 67
P/E Growth Rating: 49
Price Growth Rating: 31
SMR Rating: 36
Profit Risk Rating: 13
Seasonality Score: 46 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Federated Hermes Adviser Series4000 Ericsson DriveWarrendale
Phone
(412) 288-1900
Web
www.FederatedInvestors.com
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QRLVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, QRLVX has been closely correlated with DOXGX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if QRLVX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To QRLVX
1D Price
Change %
QRLVX100%
-0.94%
DOXGX - QRLVX
90%
Closely correlated
-0.81%
RMFEX - QRLVX
89%
Closely correlated
-0.60%
RMFCX - QRLVX
89%
Closely correlated
-0.60%
RMEBX - QRLVX
89%
Closely correlated
-0.62%
VIVIX - QRLVX
88%
Closely correlated
-0.77%
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