Nasdaq - Delayed Quote USD

Federated Hermes MDT Large Cap Growth C (QCLGX)

21.15 -0.12 (-0.56%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 9.98%
5y Average Return 16.63%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (Apr 25, 2024) 38.24%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 38.24%
Worst 3Y Total Return 3.83%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QCLGX
Category
YTD
14.40%
12.38%
1-Month
2.23%
5.09%
3-Month
14.40%
10.28%
1-Year
39.50%
41.70%
3-Year
14.77%
22.56%
5-Year
18.39%
21.98%
10-Year
14.07%
15.99%
Last Bull Market
40.58%
25.99%
Last Bear Market
-19.51%
-17.29%

Annual Total Return (%) History

Year
QCLGX
Category
2024
--
--
2023
38.24%
--
2022
-25.44%
--
2021
29.07%
--
2020
36.98%
35.86%
2019
30.70%
31.90%
2018
0.73%
-2.09%
2017
24.11%
27.67%

2016
5.45%
3.23%
2015
-4.75%
3.60%
2014
11.43%
10.00%
2013
37.43%
33.92%
2012
13.64%
15.34%
2011
-1.39%
-2.46%
2010
11.55%
15.53%
2009
26.70%
35.68%
2008
-41.43%
-40.67%
2007
16.30%
13.35%
2006
5.78%
7.05%
2005
--
6.71%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.40% -- -- --
2023 13.37% 10.99% -3.69% 14.07%
2022 -8.79% -19.51% -2.77% 4.44%
2021 0.67% 11.73% 1.67% 12.87%
2020 -14.56% 29.85% 10.87% 11.37%
2019 17.14% 4.80% -0.78% 7.31%
2018 4.38% 5.67% 10.17% -17.10%
2017 7.33% 1.38% 6.09% 7.52%
2016 -1.03% -2.54% 5.82% 3.31%
2015 2.30% -1.58% -8.65% 3.56%

2014 2.22% 3.93% -0.46% 5.37%
2013 11.33% 2.48% 8.26% 11.26%
2012 15.04% -5.83% 5.29% -0.38%
2011 5.76% 3.33% -18.26% 10.39%
2010 3.93% -12.71% 12.34% 9.46%
2009 -6.79% 12.46% 12.09% 7.83%
2008 -11.48% 3.49% -18.71% -21.35%
2007 3.86% 6.28% 4.66% 0.68%
2006 4.23% -2.03% 0.00% 3.59%
2005 3.69% -- -- --

Rank in Category (By Total Return)

YTD 22
1-Month 41
3-Month 22
1-Year 39
3-Year 2
5-Year 12

Load Adjusted Returns

1-Year 38.50%
3-Year 14.77%
5-Year 18.39%
10-Year 14.07%

Performance & Risk

YTD Return 9.98%
5y Average Return 16.63%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Federated
Net Assets 1.11B
YTD Return 14.40%
Yield 0.00%
Morningstar Rating
Inception Date Sep 15, 2005

Fund Summary

The fund invests primarily in the common stock of large-sized U.S. companies. The investment adviser's investment strategy utilizes a large-cap growth approach by selecting most of its investments from companies listed in the Russell 1000® Growth Index. The fund will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in large-cap investments.

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