Nasdaq - Delayed Quote USD

Federated Hermes MDT Large Cap Growth IS (QILGX)

31.23 +0.44 (+1.43%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.90%
5y Average Return 18.00%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 39.62%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 39.62%
Worst 3Y Total Return 4.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QILGX
Category
YTD
14.65%
12.38%
1-Month
2.30%
5.09%
3-Month
14.65%
10.28%
1-Year
40.85%
41.70%
3-Year
15.91%
22.56%
5-Year
19.57%
21.98%
10-Year
15.21%
15.99%
Last Bull Market
41.78%
25.99%
Last Bear Market
-19.33%
-17.29%

Annual Total Return (%) History

Year
QILGX
Category
2024
--
--
2023
39.62%
--
2022
-24.69%
--
2021
30.38%
--
2020
38.32%
35.86%
2019
32.01%
31.90%
2018
1.74%
-2.09%
2017
25.32%
27.67%

2016
6.59%
3.23%
2015
-3.80%
3.60%
2014
12.50%
10.00%
2013
38.85%
33.92%
2012
14.88%
15.34%
2011
-0.40%
-2.46%
2010
12.60%
15.53%
2009
28.05%
35.68%
2008
-40.89%
-40.67%
2007
17.40%
13.35%
2006
7.10%
7.05%
2005
--
6.71%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.65% -- -- --
2023 13.65% 11.27% -3.47% 14.36%
2022 -8.56% -19.33% -2.49% 4.69%
2021 0.92% 12.03% 1.92% 13.14%
2020 -14.36% 30.18% 11.16% 11.61%
2019 17.44% 5.06% -0.51% 7.54%
2018 4.60% 5.97% 10.50% -16.93%
2017 7.53% 1.66% 6.32% 7.82%
2016 -0.72% -2.31% 6.07% 3.61%
2015 2.54% -1.27% -8.47% 3.81%

2014 2.47% 4.21% -0.30% 5.66%
2013 11.63% 2.68% 8.61% 11.54%
2012 15.38% -5.53% 5.57% -0.18%
2011 6.05% 3.61% -17.98% 10.51%
2010 4.31% -12.62% 12.70% 9.61%
2009 -6.54% 12.91% 12.26% 8.10%
2008 -11.25% 3.78% -18.47% -21.28%
2007 4.07% 6.52% 4.98% 0.89%
2006 4.60% -1.74% 0.28% 3.92%
2005 3.99% -- -- --

Rank in Category (By Total Return)

YTD 20
1-Month 39
3-Month 20
1-Year 31
3-Year 1
5-Year 5

Load Adjusted Returns

1-Year 40.85%
3-Year 15.91%
5-Year 19.57%
10-Year 15.21%

Performance & Risk

YTD Return 11.90%
5y Average Return 18.00%
Rank in Category (ytd) 20
% 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 14.65%
Yield 0.01%
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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