Nasdaq - Delayed Quote USD

Federated Hermes MDT Mid Cap Growth IS (FGSIX)

53.57 +0.70 (+1.32%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.12%
5y Average Return 12.87%
Number of Years Up 9
Number of Years Down 4
Best 1Y Total Return (Sep 9, 2024) 40.44%
Worst 1Y Total Return (Sep 9, 2024) --
Best 3Y Total Return 40.44%
Worst 3Y Total Return 5.81%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FGSIX
Category
YTD
15.41%
10.80%
1-Month
4.21%
4.43%
3-Month
5.52%
7.00%
1-Year
27.03%
48.17%
3-Year
3.61%
21.26%
5-Year
13.55%
20.18%
10-Year
12.11%
14.07%
Last Bull Market
36.02%
27.14%
Last Bear Market
-20.64%
-21.26%

Annual Total Return (%) History

Year
FGSIX
Category
2024
--
--
2023
27.44%
--
2022
-24.36%
--
2021
22.90%
--
2020
35.77%
39.26%
2019
28.34%
32.52%
2018
-3.03%
-6.65%
2017
24.74%
23.91%

2016
10.21%
6.03%
2015
-4.70%
-0.95%
2014
13.93%
7.00%
2013
40.44%
34.93%
2012
6.98%
14.07%
2011
-3.36%
-3.96%
2010
--
24.61%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.34% -2.01% -- --
2023 9.73% 5.49% -3.56% 14.16%
2022 -10.38% -20.64% -1.68% 8.17%
2021 0.23% 11.73% 3.72% 5.82%
2020 -21.20% 32.97% 8.56% 19.35%
2019 19.10% 5.53% -2.16% 4.37%
2018 5.76% 1.87% 10.05% -18.21%
2017 7.97% 1.21% 4.89% 8.83%
2016 0.98% -5.33% 9.43% 5.35%
2015 3.36% -1.29% -7.91% 1.44%

2014 2.57% 3.52% 0.29% 6.98%
2013 11.32% 3.39% 10.00% 10.94%
2012 12.14% -10.53% 5.02% 1.54%
2011 8.51% 0.94% -19.80% 10.01%
2010 -11.11% 12.57% 13.40% --

Rank in Category (By Total Return)

YTD 15
1-Month 3
3-Month 33
1-Year 9
3-Year 11
5-Year 9

Load Adjusted Returns

1-Year 27.03%
3-Year 3.61%
5-Year 13.55%
10-Year 12.11%

Performance & Risk

YTD Return 11.12%
5y Average Return 12.87%
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 15.41%
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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