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Morningstar

Federated Hermes MDT Mid Cap Growth A FGSAX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 41.79  /  0.24 %
  • Total Assets 697.6 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield —
  • Turnover 174%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:14 PM GMT+0

Morningstar’s Analysis FGSAX

Will FGSAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FGSAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FGSAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FGSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Federated Hermes MDT Mid Cap Growth A's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FGSAX

More FGSAX Holdings
  • Current Portfolio Date
  • Equity Holdings 125
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Verisk Analytics Inc

3.11
20,215,766
Industrials

Ameriprise Financial Inc

2.88
18,754,176
Financial Services

Apollo Global Management Inc Class A

2.78
18,076,048
Financial Services

Incyte Corp

2.57
16,723,144
Healthcare

HubSpot Inc

2.38
15,471,888
Technology

Expedia Group Inc

2.27
14,742,927
Consumer Cyclical

Allison Transmission Holdings Inc

2.23
14,472,948
Consumer Cyclical

MongoDB Inc Class A

2.17
14,110,050
Technology

Trane Technologies PLC Class A

2.09
13,608,362
Industrials

CrowdStrike Holdings Inc Class A

2.04
13,266,037
Technology