Nasdaq - Delayed Quote USD

Federated Hermes MDT Mid Cap Growth A (FGSAX)

48.99 +0.25 (+0.51%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.41%
5y Average Return 12.26%
Number of Years Up 28
Number of Years Down 11
Best 1Y Total Return (Apr 26, 2024) 40.14%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 40.14%
Worst 3Y Total Return 5.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FGSAX
Category
YTD
13.26%
10.80%
1-Month
2.46%
4.43%
3-Month
13.26%
7.00%
1-Year
31.23%
48.17%
3-Year
9.92%
21.26%
5-Year
14.13%
20.18%
10-Year
12.38%
14.07%
Last Bull Market
46.57%
27.14%
Last Bear Market
-20.70%
-21.26%

Annual Total Return (%) History

Year
FGSAX
Category
2024
--
--
2023
27.05%
--
2022
-24.57%
--
2021
22.53%
--
2020
35.40%
39.26%
2019
27.95%
32.52%
2018
-3.26%
-6.65%
2017
24.42%
23.91%

2016
9.97%
6.03%
2015
-4.98%
-0.95%
2014
13.65%
7.00%
2013
40.14%
34.93%
2012
6.69%
14.07%
2011
-3.59%
-3.96%
2010
18.89%
24.61%
2009
30.87%
39.11%
2008
-42.75%
-43.77%
2007
18.04%
15.09%
2006
8.70%
9.00%
2005
12.82%
9.84%
2004
15.19%
13.23%
2003
40.33%
35.96%
2002
-26.85%
-27.24%
2001
-22.57%
-19.98%
2000
-19.38%
-4.78%
1999
70.71%
60.49%
1998
16.34%
18.76%
1997
27.06%
17.98%
1996
23.33%
18.11%
1995
40.02%
34.57%
1994
-11.87%
-1.85%
1993
6.62%
13.88%
1992
8.59%
7.07%
1991
35.08%
49.71%
1990
-4.90%
-5.37%
1989
29.24%
29.88%
1988
28.75%
13.53%
1987
-3.10%
1.89%
1986
24.03%
14.39%
1985
34.67%
30.69%
1984
--
-6.83%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.26% -- -- --
2023 9.64% 5.41% -3.62% 14.06%
2022 -10.45% -20.70% -1.72% 8.08%
2021 0.14% 11.65% 3.63% 5.75%
2020 -21.26% 32.90% 8.46% 19.30%
2019 18.99% 5.49% -2.26% 4.30%
2018 5.73% 1.80% 9.98% -18.27%
2017 7.91% 1.15% 4.81% 8.75%
2016 0.93% -5.41% 9.38% 5.30%
2015 3.28% -1.38% -7.96% 1.35%

2014 2.48% 3.46% 0.23% 6.94%
2013 11.26% 3.32% 9.94% 10.89%
2012 12.04% -10.59% 4.99% 1.43%
2011 8.45% 0.89% -19.87% 9.96%
2010 4.99% -11.18% 12.51% 13.32%
2009 -4.83% 16.60% 14.08% 3.37%
2008 -9.96% 7.54% -21.02% -25.15%
2007 5.55% 9.19% 3.16% -0.72%
2006 9.55% -6.82% -0.43% 6.95%
2005 -0.53% 3.36% 7.23% 2.34%
2004 5.18% -0.25% -1.78% 11.78%
2003 -2.62% 19.03% 7.33% 12.80%
2002 -1.21% -13.73% -16.60% 2.91%
2001 -20.42% 6.96% -19.80% 13.43%
2000 13.05% -13.61% 4.30% -20.85%
1999 8.78% 13.14% -2.28% 41.95%
1998 13.40% 1.14% -20.30% 27.28%
1997 -1.63% 16.69% 17.64% -5.91%
1996 6.25% 4.23% 5.28% 5.77%
1995 8.49% 10.58% 11.96% 4.25%
1994 -5.82% -5.46% 0.53% -1.53%
1993 0.09% 0.75% 3.00% 2.65%
1992 3.43% -2.43% -0.19% 7.80%
1991 20.33% 0.34% 6.03% 5.51%
1990 -1.95% 10.33% -18.26% 7.55%
1989 8.41% 9.62% 12.30% -3.16%
1988 22.12% 5.56% -1.60% 1.51%
1987 19.40% 0.89% 8.48% -25.85%
1986 19.15% 6.18% -6.90% 5.30%
1985 7.91% 10.81% -7.40% 21.62%
1984 1.94% -- -- --

Rank in Category (By Total Return)

YTD 16
1-Month 56
3-Month 16
1-Year 9
3-Year 2
5-Year 8

Load Adjusted Returns

1-Year 24.01%
3-Year 7.86%
5-Year 12.84%
10-Year 11.75%

Performance & Risk

YTD Return 8.41%
5y Average Return 12.26%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Federated
Net Assets 1.12B
YTD Return 13.26%
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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