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Federated Hermes MDT Mid Cap Growth IS (FGSIX)

65.80
+0.82
+(1.26%)
At close: May 30 at 8:04:10 PM EDT

Top 9 Holdings (23.37% of Total Assets)

SymbolCompany% Assets
Palantir Technologies Inc. 4.85%
Ameriprise Financial, Inc. 3.39%
Equitable Holdings, Inc. 2.50%
Cencora, Inc. 2.32%
Deckers Outdoor Corporation 2.21%
Cheniere Energy, Inc. 2.14%
AppLovin Corporation 2.07%
Veralto Corporation 2.01%
Live Nation Entertainment, Inc. 1.88%

Sector Weightings

SectorFGSIX
Technology   32.88%
Healthcare   14.61%
Industrials   12.46%
Energy   3.92%
Utilities   1.46%
Real Estate   0.16%

Overall Portfolio Composition (%)

Cash 0.00%
Stocks 97.45%
Bonds 0.00%
Others 2.55%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average FGSIX Category Average
Price/Earnings 0.04 35.75
Price/Book 0.15 5.98
Price/Sales 0.64 4.25
Price/Cashflow 0.06 25.61
Median Market Cap 23,551.67 19,464.95
3 Year Earnings Growth 20.63 16.64

Bond Holdings

Performance & Risk

YTD Return 4.89%
5y Average Return 17.42%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Federated
Net Assets 3.01B
YTD Return -4.34%
Yield 0.00%
Morningstar Rating
Inception Date Jan 29, 2010

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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