Nasdaq • USD
Federated Hermes MDT Mid Cap Growth IS (FGSIX)
At close: 8:01 PM EDT
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 | 40.44% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FGSIX | Category Average | FGSIX | Category Average | FGSIX | Category Average | |
| Alpha | -5.71 | 0.01 | -3.28 | 0.01 | -1.72 | -0.02 |
| BETA | 1.16 | 0.01 | 1.15 | 0.01 | 1.13 | 0.01 |
| Mean Annual Return | 0.5 | 0.02 | 1.27 | 0.02 | 1.11 | 0.01 |
| R-squared | 86.72 | 0.82 | 85.2 | 0.79 | 83.42 | 0.8 |
| Standard Deviation | 22.24 | 0.23 | 22.38 | 0.19 | 18.95 | 0.17 |
| Sharpe Ratio | 0.1 | 0.01 | 0.57 | 0.01 | 0.61 | 0.01 |
| Treynor Ratio | -0.1 | 0.18 | 9.71 | 0.17 | 9.18 | 0.12 |
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