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Federated Hermes MDT Large Cap Growth IS (QILGX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 39.62%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 4

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

Risk Statistics

3 Years5 Years10 Years
QILGXCategory AverageQILGXCategory AverageQILGXCategory Average
Alpha 3.21 0.03 3.4 0.04 1.41 0.01
BETA 1.14 0.01 1.06 0.01 1.07 0.01
Mean Annual Return 1.42 0.02 1.67 0.02 1.31 0.01
R-squared 92.65 0.89 91.5 0.87 90.81 0.87
Standard Deviation 20.84 0.2 20.47 0.16 17.11 0.15
Sharpe Ratio 0.68 0.01 0.88 0.01 0.83 0.01
Treynor Ratio 11.36 0.21 16.35 0.21 12.78 0.15

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