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Nasdaq - Delayed Quote USD

Federated Hermes MDT Mid Cap Growth IS (FGSIX)

61.01
+0.59
+(0.98%)
At close: 8:04:12 PM EDT

Fund Summary

The fund invests primarily in domestic, mid cap common stocks that offer superior growth prospects. Its manager considers mid cap companies to be those of a size similar to companies listed in the Russell Midcap Growth Index. The fund will invest its assets so that at least 80% of its net assets (plus any borrowing for investment purposes) are invested in mid cap investments.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 40.44%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 4

Performance & Risk

YTD Return -2.47%
5y Average Return 17.91%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
FGSIXCategory AverageFGSIXCategory AverageFGSIXCategory Average
Alpha 2.66 0.01 0.24 0.01 -0.71 -0.02
BETA 1.2 0.01 1.18 0.01 1.16 0.01
Mean Annual Return 1.43 0.02 1.53 0.02 1.16 0.01
R-squared 80.51 0.82 79 0.79 81.41 0.8
Standard Deviation 21.83 0.23 21.36 0.19 19.84 0.17
Sharpe Ratio 0.58 0.01 0.73 0.01 0.6 0.01
Treynor Ratio 9.37 0.18 12.39 0.17 9.14 0.12

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