Federated Hermes MDT Large Cap Value Fund (FSTKX) Alternatives
Federated Hermes MDT Large Cap Value Fund (FSTKX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FSTKX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FSTKX
FSTKX charges 0.99% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FSTKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FSTKX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FSTKX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FSTKX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FSTKX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | FSTKX vs VVIAX |
Best Risk-Adjusted Alternatives to FSTKX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | FSTKX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | FSTKX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | FSTKX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | FSTKX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | FSTKX vs VALAX |
Top Performing FSTKX Alternatives (YTD)
FSTKX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | FSTKX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | FSTKX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | FSTKX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | FSTKX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | FSTKX vs HFCVX |
Lowest Volatility Alternatives to FSTKX
FSTKX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | FSTKX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | FSTKX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | FSTKX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | FSTKX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | FSTKX vs ACIIX |
Lowest Drawdown Alternatives to FSTKX
FSTKX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | FSTKX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FSTKX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FSTKX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FSTKX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | FSTKX vs PSECX |
Other Mutual Funds from Federated
Most popular Federated mutual funds on PortfoliosLab, across asset classes.
Often Compared With FSTKX
What investors most often compare with FSTKX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FSTKX vs FXAIX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FSTKX vs FBGRX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | FSTKX vs VOO | |
| Vanguard Information Technology ETF | Technology Equities | 67 | -7.34% | Mar 25, 2004 | FSTKX vs VGT | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | FSTKX vs SPY | |
| Fidelity Equity-Income Fund | Large Cap Value Equities | 72 | 1.32% | May 16, 1966 | FSTKX vs FEQIX |
Compare FSTKX with Any Fund or Stock
Compare FSTKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.