See what your fund actually adds
Federated Hermes MDT Large Cap Growth Fund Class A Shares QALGX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | QALGX | Replication |
|---|---|---|
| Annualized growth | 15.3% | 12.8% |
| Annualized volatility | 20.4% | 20.5% |
| Sharpe ratio | 0.80 | 0.69 |
| Maximum drawdown | 29.0% | 34.2% |
| Replication fit (R²) | 0.97 · Tracking error 3.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model QALGX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VUG | Style · Growth | 59.5% |
| VOT | Mid-Cap · Growth | 14.9% |
| XLK | Sector · Technology | 11.1% |
| LRGF | Factor · Multi-Factor | 8.7% |
| VOX | Sector · Communication | 5.8% |