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 237 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | FSTKX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FSTKX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FSTKX vs SWLVX | |
| 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 95. There are 12 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | FSTKX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | FSTKX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | FSTKX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | FSTKX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | FSTKX vs PKAIX |
Top Performing FSTKX Alternatives (YTD)
FSTKX is at 17.39% YTD. There are 48 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | FSTKX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | FSTKX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | FSTKX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | FSTKX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | FSTKX vs NFJEX |
Lowest Volatility Alternatives to FSTKX
FSTKX has 12.03% 1-year volatility. There are 215 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | 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 | 7.36% | — | Dec 1973 | FSTKX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | FSTKX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | FSTKX vs TWEIX |
Lowest Drawdown Alternatives to FSTKX
FSTKX has a 1-year max drawdown of -6.15%. There are 39 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, QIACX 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 | 19 | 5.76% | — | Sep 2005 | FSTKX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 13 | 1.69% | — | Sep 2008 | FSTKX vs QAMNX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 47 | 8.55% | — | Oct 2002 | FSTKX vs QIACX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 14 | 9.96% | — | Feb 1986 | FSTKX vs KAUFX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | -0.21% | — | Aug 1984 | FSTKX vs FGSAX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 75 | 1.56% | — | Dec 2008 | FSTKX vs FHYSX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 55 | 1.79% | — | Aug 1984 | FSTKX vs FHYTX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -8.18% | — | Dec 1995 | FSTKX vs BEARX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 66 | 1.43% | — | Nov 2002 | FSTKX vs FIHBX | |
| Federated Hermes International Small-Mid Company F... | Foreign Small & Mid Cap Equities | 26 | 8.72% | — | 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