Nasdaq USD
Federated Hermes MDT Mid Cap Growth A (FGSAX)
At close: December 11 at 6:46:36 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 40.14% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 28 |
| Number of Years Down | 11 |
Performance & Risk
| YTD Return | 39.19% |
| 5y Average Return | 17.67% |
| Rank in Category (ytd) | 7 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.20 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FGSAX | Category Average | FGSAX | Category Average | FGSAX | Category Average | |
| Alpha | -0.98 | 0.01 | 0.36 | 0.01 | -0.67 | -0.02 |
| BETA | 1.2 | 0.01 | 1.16 | 0.01 | 1.14 | 0.01 |
| Mean Annual Return | 1.09 | 0.02 | 1.58 | 0.02 | 1.24 | 0.01 |
| R-squared | 82.08 | 0.82 | 83.83 | 0.79 | 81.87 | 0.8 |
| Standard Deviation | 23.04 | 0.23 | 23.11 | 0.19 | 19.39 | 0.17 |
| Sharpe Ratio | 0.39 | 0.01 | 0.71 | 0.01 | 0.67 | 0.01 |
| Treynor Ratio | 5.72 | 0.18 | 12.95 | 0.17 | 10.43 | 0.12 |
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