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Federated Hermes Max-cap Index Fund Svc Shares: (MF: FMXSX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:20 PM ET

$7.83 USD

+0.01 (0.13%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.61 87
3 months 0.68 84
6 months 6.91 74
1 Year 16.47 50
3 Year 21.20 14
5 Year 13.49 21
10 Year 14.80 12

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 102.76
Bear Market (10/07 - 2/09) -51.14
Bull Market (2/09 - 3/21) 1,085.24

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.14
5 Year 13.73
10 Year 14.12
Since Inception 10.18

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.62 10.82 7.96 2.64
2024 10.19 4.04 5.69 2.41
2023 7.15 8.69 -3.37 11.85
2022 -4.81 -16.25 -5.10 7.33
2021 6.18 8.34 0.28 11.00

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.6117.1424.1025.87-18.8128.0617.6230.26-4.8821.2611.50
% Total Return Rel to Index 0.02-1.07-0.92-0.36-0.60-0.61-0.78-1.22-0.49-0.52-0.43
% Total Return Rel to Peer -1.432.088.2610.59-8.023.729.414.622.673.850.17
% Perf Quintile vs Peer* 5.002.000.001.005.002.001.002.002.001.004.00
% Dividends 0.000.050.060.070.070.070.100.100.150.180.22
% Yield 0.000.630.690.740.900.600.970.971.251.121.37
Capital Gains ($) 0.000.600.901.511.061.531.991.373.863.082.20
Expense Ratio 0.000.660.660.470.660.660.660.660.660.660.65

* 1 = Top 20%, 5 = Bottom 20%