Nasdaq - Delayed Quote USD
Federated Hermes MDT Mid Cap Growth IS (FGSIX)
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 | 40.44% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 39.60% |
| 5y Average Return | 18.02% |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.20 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FGSIX | Category Average | FGSIX | Category Average | FGSIX | Category Average | |
| Alpha | -0.68 | 0.01 | 0.66 | 0.01 | -0.39 | -0.02 |
| BETA | 1.2 | 0.01 | 1.17 | 0.01 | 1.14 | 0.01 |
| Mean Annual Return | 1.11 | 0.02 | 1.61 | 0.02 | 1.26 | 0.01 |
| R-squared | 82.13 | 0.82 | 83.84 | 0.79 | 81.88 | 0.8 |
| Standard Deviation | 23.07 | 0.23 | 23.12 | 0.19 | 19.39 | 0.17 |
| Sharpe Ratio | 0.41 | 0.01 | 0.73 | 0.01 | 0.69 | 0.01 |
| Treynor Ratio | 5.99 | 0.18 | 13.25 | 0.17 | 10.7 | 0.12 |
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