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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 48.90  /  +1.62 %
  • Total Assets 1.1 Bil
  • 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 142%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 12:21 AM 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CrowdStrike Holdings Inc Class A

3.57 28.6 Mil
Technology

Verisk Analytics Inc

2.92 23.4 Mil
Industrials

Ameriprise Financial Inc

2.88 23.1 Mil
Financial Services

Federated Hermes Inst Prime Val Obl IS

2.49 20.0 Mil
Cash and Equivalents

GoDaddy Inc Class A

2.37 19.0 Mil
Technology

Cencora Inc

2.09 16.7 Mil
Healthcare

DoorDash Inc Ordinary Shares - Class A

1.98 15.8 Mil
Communication Services

Zscaler Inc

1.95 15.6 Mil
Technology

Apollo Global Management Inc Class A

1.91 15.4 Mil
Financial Services

Rockwell Automation Inc

1.81 14.5 Mil
Industrials