Nasdaq - Delayed Quote • USD
Federated Hermes MDT Mid Cap Growth A (FGSAX)
As of 8:06 AM EDT. Market Open.
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 11.37% |
5y Average Return | 12.07% |
Number of Years Up | 28 |
Number of Years Down | 11 |
Best 1Y Total Return (Sep 5, 2024) | 40.14% |
Worst 1Y Total Return (Sep 5, 2024) | -- |
Best 3Y Total Return | 40.14% |
Worst 3Y Total Return | 5.50% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FGSAX
Category
- YTD
- 15.18%
- 10.80%
- 1-Month
- 4.18%
- 4.43%
- 3-Month
- 5.43%
- 7.00%
- 1-Year
- 26.64%
- 48.17%
- 3-Year
- 3.31%
- 21.26%
- 5-Year
- 13.22%
- 20.18%
- 10-Year
- 11.81%
- 14.07%
- Last Bull Market
- 35.83%
- 27.14%
- Last Bear Market
- -20.70%
- -21.26%
Annual Total Return (%) History
Year
FGSAX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 13.26% | -2.09% | -- | -- |
2023 | 9.64% | 5.41% | -3.62% | 14.06% |
2022 | -10.45% | -20.70% | -1.72% | 8.08% |
2021 | 0.14% | 11.65% | 3.63% | 5.75% |
2020 | -21.26% | 32.90% | 8.46% | 19.30% |
2019 | 18.99% | 5.49% | -2.26% | 4.30% |
2018 | 5.73% | 1.80% | 9.98% | -18.27% |
2017 | 7.91% | 1.15% | 4.81% | 8.75% |
2016 | 0.93% | -5.41% | 9.38% | 5.30% |
2015 | 3.28% | -1.38% | -7.96% | 1.35% |
2014 | 2.48% | 3.46% | 0.23% | 6.94% |
2013 | 11.26% | 3.32% | 9.94% | 10.89% |
2012 | 12.04% | -10.59% | 4.99% | 1.43% |
2011 | 8.45% | 0.89% | -19.87% | 9.96% |
2010 | 4.99% | -11.18% | 12.51% | 13.32% |
2009 | -4.83% | 16.60% | 14.08% | 3.37% |
2008 | -9.96% | 7.54% | -21.02% | -25.15% |
2007 | 5.55% | 9.19% | 3.16% | -0.72% |
2006 | 9.55% | -6.82% | -0.43% | 6.95% |
2005 | -0.53% | 3.36% | 7.23% | 2.34% |
2004 | 5.18% | -0.25% | -1.78% | 11.78% |
2003 | -2.62% | 19.03% | 7.33% | 12.80% |
2002 | -1.21% | -13.73% | -16.60% | 2.91% |
2001 | -20.42% | 6.96% | -19.80% | 13.43% |
2000 | 13.05% | -13.61% | 4.30% | -20.85% |
1999 | 8.78% | 13.14% | -2.28% | 41.95% |
1998 | 13.40% | 1.14% | -20.30% | 27.28% |
1997 | -1.63% | 16.69% | 17.64% | -5.91% |
1996 | 6.25% | 4.23% | 5.28% | 5.77% |
1995 | 8.49% | 10.58% | 11.96% | 4.25% |
1994 | -5.82% | -5.46% | 0.53% | -1.53% |
1993 | 0.09% | 0.75% | 3.00% | 2.65% |
1992 | 3.43% | -2.43% | -0.19% | 7.80% |
1991 | 20.33% | 0.34% | 6.03% | 5.51% |
1990 | -1.95% | 10.33% | -18.26% | 7.55% |
1989 | 8.41% | 9.62% | 12.30% | -3.16% |
1988 | 22.12% | 5.56% | -1.60% | 1.51% |
1987 | 19.40% | 0.89% | 8.48% | -25.85% |
1986 | 19.15% | 6.18% | -6.90% | 5.30% |
1985 | 7.91% | 10.81% | -7.40% | 21.62% |
1984 | 1.94% | -- | -- | -- |
Rank in Category (By Total Return)
YTD | 15 |
1-Month | 4 |
3-Month | 34 |
1-Year | 10 |
3-Year | 12 |
5-Year | 10 |
Load Adjusted Returns
1-Year | 19.68% |
3-Year | 1.38% |
5-Year | 11.94% |
10-Year | 11.18% |
Performance & Risk
YTD Return | 11.37% |
5y Average Return | 12.07% |
Rank in Category (ytd) | 15 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.16 |
Morningstar Risk Rating |
Fund Overview
Category | Mid-Cap Growth |
Fund Family | Federated |
Net Assets | 1.63B |
YTD Return | 15.18% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Aug 23, 1984 |
Fund Summary
The fund invests primarily in domestic, mid cap common stocks that offer superior growth prospects. Its manager considers mid cap companies to be those of a size similar to companies listed in the Russell Midcap Growth Index. The fund will invest its assets so that at least 80% of its net assets (plus any borrowing for investment purposes) are invested in mid cap investments.
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