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Federated Hermes Mdt Mid Cap Growth Fund - A Shares: (MF: FGSAX)
(NASDAQ Mutual Funds) As of Oct 11, 2024 08:00 PM ET
$55.96 USD
+0.60 (1.08%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.18 | 50 |
| 3 months | 5.42 | 62 |
| 6 months | 4.20 | 82 |
| 1 Year | 26.64 | 30 |
| 3 Year | 3.31 | 72 |
| 5 Year | 13.21 | 45 |
| 10 Year | 11.80 | 33 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 149.64 |
| Bear Market (10/07 - 2/09) | -51.43 |
| Bull Market (2/09 - 3/21) | 753.47 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 15.53 |
| 5 Year | 11.23 |
| 10 Year | 11.16 |
| Since Inception | 11.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.25 | -2.09 | NA | NA |
| 2023 | 9.64 | 5.41 | -3.62 | 14.05 |
| 2022 | -10.45 | -20.69 | -1.72 | 8.07 |
| 2021 | 0.14 | 11.64 | 3.63 | 5.75 |
| 2020 | -21.26 | 32.89 | 8.46 | 19.26 |
| 2019 | 18.98 | 5.48 | -2.25 | 4.28 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.18 | 27.04 | -24.57 | 22.53 | 35.36 | 27.94 | -3.26 | 24.41 | 9.95 | -4.98 | 13.64 |
| % Total Return Rel to Index | -4.36 | 0.79 | -6.36 | -6.14 | 16.96 | -3.54 | 1.13 | 2.62 | -1.98 | -6.37 | 0.00 |
| % Total Return Rel to Peer | 0.33 | 4.04 | -4.87 | 0.47 | 15.44 | -0.48 | 3.60 | 3.74 | 2.13 | -3.38 | 5.43 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 2.00 | 2.00 | 3.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.06 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.12 |
| Capital Gains ($) | 0.00 | 0.00 | 0.82 | 12.42 | 3.53 | 3.22 | 4.85 | 5.50 | 0.30 | 8.40 | 6.64 |
| Expense Ratio | 1.14 | 0.10 | 1.14 | 1.13 | 1.14 | 1.14 | 1.22 | 1.22 | 1.22 | 1.22 | 1.22 |
* 1 = Top 20%, 5 = Bottom 20%