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Nasdaq - Delayed Quote USD

Federated Hermes Mid-Cap Index R6 (FMCLX)

15.73
-0.15
(-0.94%)
At close: 8:02:05 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 3.50%
5y Average Return 10.65%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Feb 18, 2025) 25.69%
Worst 1Y Total Return (Feb 18, 2025) --
Best 3Y Total Return 25.69%
Worst 3Y Total Return 4.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FMCLX
Category
YTD
3.82%
17.04%
1-Month
3.82%
-0.01%
3-Month
4.76%
5.47%
1-Year
19.98%
50.44%
3-Year
8.70%
13.15%
5-Year
11.63%
13.75%
10-Year
9.97%
11.35%
Last Bull Market
18.25%
25.95%
Last Bear Market
-15.45%
-22.55%

Annual Total Return (%) History

Year
FMCLX
Category
2024
13.64%
--
2023
16.71%
--
2022
-13.43%
--
2021
25.00%
--
2020
13.34%
12.39%
2019
25.69%
26.21%
2018
-11.18%
-11.15%
2017
15.88%
15.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.14% -3.60% 6.92% 0.10%
2023 3.83% 4.84% -4.16% 11.87%
2022 -5.04% -15.45% -2.70% 10.81%
2021 13.43% 3.66% -1.64% 8.08%
2020 -29.67% 23.94% 4.76% 24.13%
2019 14.34% 2.95% -0.20% 7.00%
2018 -0.75% 4.29% 3.83% -17.37%
2017 3.87% 1.90% 3.11% 6.19%

Rank in Category (By Total Return)

YTD 60
1-Month 60
3-Month 58
1-Year 49
3-Year 32
5-Year 32

Load Adjusted Returns

1-Year 19.98%
3-Year 8.70%
5-Year 11.63%
10-Year 9.97%

Performance & Risk

YTD Return 3.50%
5y Average Return 10.65%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Federated
Net Assets 301.92M
YTD Return 3.82%
Yield 1.12%
Morningstar Rating
Inception Date Jan 04, 2012

Fund Summary

The fund normally invests its assets primarily in common stocks included in the Standard & Poor's MidCap 400 Index. The index is a broad-based market capitalization-weighted index of common stocks representing all major industries in the mid-range of the U.S. stock market. It may invest in derivatives contracts (such as, for example, futures contracts) to implement its investment strategies.

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