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 a closer substitute for your current allocation.
Cheapest Alternatives to FSTKX
FSTKX charges 0.99% annually. There are 238 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | FSTKX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FSTKX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FSTKX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | FSTKX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | FSTKX vs VVIAX |
Best Risk-Adjusted Alternatives to FSTKX
FSTKX has a PortfoliosLab risk / return rank of 93. There are 13 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | FSTKX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | FSTKX vs FGINX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | FSTKX vs IDIVX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | FSTKX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | FSTKX vs AVLVX |
Top Performing FSTKX Alternatives (YTD)
FSTKX is at 14.04% YTD. There are 75 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 24.56% | — | May 2006 | FSTKX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.14% | — | Jun 2022 | FSTKX vs AVLVX | |
| PIMCO RAE US Fund | 22.58% | — | Jun 2015 | FSTKX vs PKAIX | |
| AMG Yacktman Focused Fund | 22.33% | — | May 1997 | FSTKX vs YAFFX | |
| Calvert US Large-Cap Value Responsible Index Fund | 21.08% | — | Jun 2015 | FSTKX vs CFJIX |
Lowest Volatility Alternatives to FSTKX
FSTKX has 12.07% 1-year volatility. There are 217 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.31%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.31% | — | Sep 2017 | FSTKX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | FSTKX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | FSTKX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.71% | — | Feb 1996 | FSTKX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.38% | — | Dec 2007 | FSTKX vs TMMAX |
Lowest Drawdown Alternatives to FSTKX
FSTKX has a 1-year max drawdown of -6.15%. There are 38 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | FSTKX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FSTKX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FSTKX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | FSTKX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FSTKX vs SVAIX |
Other Mutual Funds from Federated
The 10 most viewed Federated mutual funds shown here include QILGX, QAMNX, KAUFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 16 | 1.85% | — | Sep 2005 | FSTKX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 9 | -0.61% | — | Sep 2008 | FSTKX vs QAMNX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 16 | 10.68% | — | Feb 1986 | FSTKX vs KAUFX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 42 | 4.66% | — | Oct 2002 | FSTKX vs QIACX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | -0.36% | — | Aug 1984 | FSTKX vs FGSAX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 69 | 1.02% | — | Dec 2008 | FSTKX vs FHYSX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -6.07% | — | Dec 1995 | FSTKX vs BEARX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 54 | 1.34% | — | Aug 1984 | FSTKX vs FHYTX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 61 | 0.93% | — | Nov 2002 | FSTKX vs FIHBX | |
| Federated Hermes International Small-Mid Company F... | Foreign Small & Mid Cap Equities | 28 | 7.82% | — | Feb 1996 | FSTKX vs ISCAX |
Often Compared With FSTKX
Investors most often compare FSTKX with FXAIX, VOO, FBGRX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare FSTKX with Any Fund or Stock
Compare FSTKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSTKX with funds that move differently
Federated Hermes MDT Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSTKX.
Explore FSTKX Diversifiers