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Federated Hermes Mdt Large Cap Growth Fund Institutional Class: (MF: QILGX)
(NASDAQ Mutual Funds) As of Oct 2, 2024 08:00 PM ET
$35.54 USD
+0.13 (0.37%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 24.97 | 2 |
| 3 months | 7.22 | 20 |
| 6 months | 11.51 | 12 |
| 1 Year | 36.34 | 1 |
| 3 Year | 11.71 | 1 |
| 5 Year | 20.37 | 1 |
| 10 Year | 15.46 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -49.56 |
| Bull Market (2/09 - 3/21) | 1,114.36 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 36.16 |
| 5 Year | 20.12 |
| 10 Year | 15.57 |
| Since Inception | 11.75 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 14.65 | 7.56 | NA | NA |
| 2023 | 13.65 | 11.27 | -3.46 | 14.38 |
| 2022 | -8.55 | -19.32 | -2.48 | 4.67 |
| 2021 | 0.92 | 12.03 | 1.91 | 13.11 |
| 2020 | -14.35 | 30.17 | 11.16 | 11.56 |
| 2019 | 17.43 | 5.06 | -0.50 | 7.58 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 24.97 | 39.63 | -24.70 | 30.35 | 38.26 | 32.06 | 1.70 | 25.32 | 6.59 | -3.77 | 12.49 |
| % Total Return Rel to Index | 5.42 | 13.39 | -6.49 | 1.66 | 19.86 | 0.57 | 6.10 | 3.52 | -5.33 | -5.16 | -1.14 |
| % Total Return Rel to Peer | 10.12 | 16.63 | -5.00 | 8.29 | 18.34 | 3.63 | 8.57 | 4.64 | -1.22 | -2.17 | 4.29 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 1.00 | 1.00 | 2.00 | 1.00 | 2.00 | 4.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 0.74 | 0.74 | 0.74 | 0.81 | 1.22 | 1.27 | 1.27 | 1.25 | 0.03 | 0.10 |
* 1 = Top 20%, 5 = Bottom 20%