Nasdaq - Delayed Quote USD

Federated Hermes MDT Mid Cap Growth C (FGSCX)

23.06 +0.30 (+1.32%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 10.28%
5y Average Return 11.67%
Number of Years Up 20
Number of Years Down 8
Best 1Y Total Return (Sep 9, 2024) 39.09%
Worst 1Y Total Return (Sep 9, 2024) --
Best 3Y Total Return 39.09%
Worst 3Y Total Return 4.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FGSCX
Category
YTD
14.59%
10.80%
1-Month
4.13%
4.43%
3-Month
5.23%
7.00%
1-Year
25.71%
48.17%
3-Year
2.50%
21.26%
5-Year
12.34%
20.18%
10-Year
10.96%
14.07%
Last Bull Market
35.42%
27.14%
Last Bear Market
-20.85%
-21.26%

Annual Total Return (%) History

Year
FGSCX
Category
2024
--
--
2023
26.12%
--
2022
-25.18%
--
2021
21.59%
--
2020
34.32%
39.26%
2019
26.97%
32.52%
2018
-3.99%
-6.65%
2017
23.52%
23.91%

2016
9.12%
6.03%
2015
-5.66%
-0.95%
2014
12.81%
7.00%
2013
39.09%
34.93%
2012
5.89%
14.07%
2011
-4.31%
-3.96%
2010
18.00%
24.61%
2009
29.89%
39.11%
2008
-43.17%
-43.77%
2007
17.13%
15.09%
2006
7.84%
9.00%
2005
11.90%
9.84%
2004
14.30%
13.23%
2003
39.25%
35.96%
2002
-27.36%
-27.24%
2001
-23.14%
-19.98%
2000
-19.86%
-4.78%
1999
69.57%
60.49%
1998
15.50%
18.76%
1997
26.39%
17.98%
1996
22.35%
18.11%
1995
--
34.57%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.01% -2.29% -- --
2023 9.41% 5.24% -3.82% 13.89%
2022 -10.63% -20.85% -1.95% 7.87%
2021 -0.03% 11.41% 3.43% 5.55%
2020 -21.40% 32.64% 8.23% 19.05%
2019 18.76% 5.27% -2.41% 4.07%
2018 5.50% 1.63% 9.77% -18.43%
2017 7.71% 0.96% 4.65% 8.55%
2016 0.72% -5.57% 9.16% 5.10%
2015 3.09% -1.54% -8.14% 1.19%

2014 2.30% 3.27% 0.03% 6.74%
2013 11.06% 3.14% 9.71% 10.68%
2012 11.85% -10.77% 4.78% 1.26%
2011 8.26% 0.69% -20.00% 9.73%
2010 4.82% -11.34% 12.30% 13.08%
2009 -5.01% 16.41% 13.88% 3.15%
2008 -10.10% 7.31% -21.15% -25.30%
2007 5.36% 9.00% 2.95% -0.93%
2006 9.30% -7.00% -0.59% 6.73%
2005 -0.71% 3.15% 7.01% 2.11%
2004 4.96% -0.46% -1.94% 11.58%
2003 -2.83% 18.86% 7.05% 12.63%
2002 -1.40% -13.92% -16.70% 2.73%
2001 -20.56% 6.76% -19.96% 13.21%
2000 12.84% -13.63% 4.12% -21.03%
1999 8.63% 12.91% -2.46% 41.74%
1998 13.21% 0.98% -20.49% 27.08%
1997 -1.81% 16.48% 17.41% -5.88%
1996 5.98% 4.03% 5.06% 5.64%
1995 4.07% -- -- --

Rank in Category (By Total Return)

YTD 17
1-Month 5
3-Month 38
1-Year 12
3-Year 16
5-Year 14

Load Adjusted Returns

1-Year 24.71%
3-Year 2.50%
5-Year 12.34%
10-Year 10.96%

Performance & Risk

YTD Return 10.28%
5y Average Return 11.67%
Rank in Category (ytd) 17
% 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 14.59%
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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