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Federated Hermes MDT Mid Cap Growth A (FGSAX)

59.61 -2.16 (-3.50%)
At close: 8:08:21 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.44%
5y Average Return 7.04%
Number of Years Up 30
Number of Years Down 11
Best 1Y Total Return (Oct 29, 2026) 40.14%
Worst 1Y Total Return (Oct 29, 2026) --
Best 3Y Total Return 40.14%
Worst 3Y Total Return 5.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FGSAX
Category
YTD
2.55%
10.80%
1-Month
-0.91%
4.43%
3-Month
-0.37%
7.00%
1-Year
-0.51%
48.17%
3-Year
19.46%
21.26%
5-Year
8.66%
20.18%
10-Year
14.44%
14.07%
Last Bull Market
13.99%
27.14%
Last Bear Market
-20.70%
-21.26%

Annual Total Return (%) History

Year
FGSAX
Category
2026
--
--
2025
9.54%
--
2024
33.04%
--
2023
27.05%
--
2022
-24.57%
--
2021
22.53%
--
2020
35.40%
39.26%
2019
27.95%
32.52%

2018
-3.26%
-6.65%
2017
24.42%
23.91%
2016
9.97%
6.03%
2015
-4.98%
-0.95%
2014
13.65%
7.00%
2013
40.14%
34.93%
2012
6.69%
14.07%
2011
-3.59%
-3.96%
2010
18.89%
24.61%
2009
30.87%
39.11%
2008
-42.75%
-43.77%
2007
18.04%
15.09%
2006
8.70%
9.00%
2005
12.82%
9.84%
2004
15.19%
13.23%
2003
40.33%
35.96%
2002
-26.85%
-27.24%
2001
-22.57%
-19.98%
2000
-19.38%
-4.78%
1999
70.71%
60.49%
1998
16.34%
18.76%
1997
27.06%
17.98%
1996
23.33%
18.11%
1995
40.02%
34.57%
1994
-11.87%
-1.85%
1993
6.62%
13.88%
1992
8.59%
7.07%
1991
35.08%
49.71%
1990
-4.90%
-5.37%
1989
29.24%
29.88%
1988
28.75%
13.53%
1987
-3.10%
1.89%
1986
24.03%
14.39%
1985
34.67%
30.69%
1984
--
-6.83%

Past Quarterly Returns

Year Q1 Q2 Q3 Q4
2026
-5.72% 9.18% -0.37% --
2025
-7.53% 19.55% 2.13% -2.98%
2024
13.26% -2.09% 7.90% 11.19%
2023
9.64% 5.41% -3.62% 14.06%
2022
-10.45% -20.70% -1.72% 8.08%
2021
0.14% 11.65% 3.63% 5.75%
2020
-21.26% 32.90% 8.46% 19.30%
2019
18.99% 5.49% -2.26% 4.30%
2018
5.73% 1.80% 9.98% -18.27%
2017
7.91% 1.15% 4.81% 8.75%

2016 0.93% -5.41% 9.38% 5.30%
2015 3.28% -1.38% -7.96% 1.35%
2014 2.48% 3.46% 0.23% 6.94%
2013 11.26% 3.32% 9.94% 10.89%
2012 12.04% -10.59% 4.99% 1.43%
2011 8.45% 0.89% -19.87% 9.96%
2010 4.99% -11.18% 12.51% 13.32%
2009 -4.83% 16.60% 14.08% 3.37%
2008 -9.96% 7.54% -21.02% -25.15%
2007 5.55% 9.19% 3.16% -0.72%
2006 9.55% -6.82% -0.43% 6.95%
2005 -0.53% 3.36% 7.23% 2.34%
2004 5.18% -0.25% -1.78% 11.78%
2003 -2.62% 19.03% 7.33% 12.80%
2002 -1.21% -13.73% -16.60% 2.91%
2001 -20.42% 6.96% -19.80% 13.43%
2000 13.05% -13.61% 4.30% -20.85%
1999 8.78% 13.14% -2.28% 41.95%
1998 13.40% 1.14% -20.30% 27.28%
1997 -1.63% 16.69% 17.64% -5.91%
1996 6.25% 4.23% 5.28% 5.77%
1995 8.49% 10.58% 11.96% 4.25%
1994 -5.82% -5.46% 0.53% -1.53%
1993 0.09% 0.75% 3.00% 2.65%
1992 3.43% -2.43% -0.19% 7.80%
1991 20.33% 0.34% 6.03% 5.51%
1990 -1.95% 10.33% -18.26% 7.55%
1989 8.41% 9.62% 12.30% -3.16%
1988 22.12% 5.56% -1.60% 1.51%
1987 19.40% 0.89% 8.48% -25.85%
1986 19.15% 6.18% -6.90% 5.30%
1985 7.91% 10.81% -7.40% 21.62%
1984 1.94% -- -- --

Rank in Category (By Total Return)

YTD 65
1-Month 21
3-Month 9
1-Year 69
3-Year 18
5-Year 8

Load Adjusted Returns

1-Year -5.98%
3-Year 17.22%
5-Year 7.43%
10-Year 13.80%

Performance & Risk

YTD Return 2.44%
5y Average Return 7.04%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Federated
Net Assets 6.85B
YTD Return 2.55%
Yield 0.00%
Morningstar Rating
Inception Date Aug 23, 1984

Fund Summary

Under normal circumstances, the fund will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in mid cap growth investments. For purposes of this policy, mid-cap investments will be defined as companies with market capitalizations within the range of companies in the Russell Mid Cap Index, and growth investments will be defined as companies with growth characteristics that meet the applicable parameters for inclusion in the Russell 3000® Growth Index.

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