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Federated Hermes Mdt Large Cap Growth Fund Class A: (MF: QALGX)
(NASDAQ Mutual Funds) As of Aug 23, 2024 08:00 PM ET
$31.81 USD
+0.38 (1.21%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 20.46 | 5 |
| 3 months | 9.55 | 24 |
| 6 months | 15.61 | 12 |
| 1 Year | 29.22 | 4 |
| 3 Year | 11.73 | 2 |
| 5 Year | 19.03 | 1 |
| 10 Year | 15.22 | 4 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -49.76 |
| Bull Market (2/09 - 3/21) | 1,028.88 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 28.71 |
| 5 Year | 18.54 |
| 10 Year | 14.66 |
| Since Inception | 11.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 14.58 | 7.45 | NA | NA |
| 2023 | 13.59 | 11.21 | -3.53 | 14.32 |
| 2022 | -8.61 | -19.38 | -2.53 | 4.59 |
| 2021 | 0.86 | 11.97 | 1.83 | 13.03 |
| 2020 | -14.43 | 30.10 | 11.07 | 11.50 |
| 2019 | 17.36 | 5.00 | -0.58 | 7.56 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 20.46 | 39.32 | -24.89 | 30.01 | 37.86 | 31.78 | 1.45 | 25.05 | 6.26 | -4.04 | 12.27 |
| % Total Return Rel to Index | 3.75 | 13.07 | -6.68 | 1.33 | 19.46 | 0.29 | 5.84 | 3.26 | -5.66 | -5.43 | -1.37 |
| % Total Return Rel to Peer | 7.78 | 16.32 | -5.19 | 7.95 | 17.94 | 3.35 | 8.31 | 4.38 | -1.55 | -2.44 | 4.06 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 1.00 | 1.00 | 2.00 | 1.00 | 2.00 | 4.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.41 | 2.75 | 5.92 | 2.10 | 1.12 | 1.80 | 1.40 | 0.09 | 1.80 | 0.00 |
| Expense Ratio | 0.21 | 0.99 | 0.99 | 0.99 | 1.11 | 1.48 | 1.52 | 1.52 | 1.50 | 0.03 | 0.11 |
* 1 = Top 20%, 5 = Bottom 20%