Morningstar

Federated Hermes MDT Mid Cap Growth Fund Institutional Shares FGSIX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 68.53  /  +0.96 %
  • Total Assets 7.0B
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.840%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 78%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FGSIX

Will FGSIX outperform in the 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 FGSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FGSIX 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 FGSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Federated Hermes MDT Mid Cap Growth IS holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings FGSIX

More FGSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Viking Holdings Ltd

3.02 206M
Consumer Cyclical

Ameriprise Financial Inc

2.85 194M
Financial Services

Astera Labs Inc

2.84 194M
Technology

Vertiv Holdings Co Class A

2.72 186M
Industrials

Bank of New York Mellon Corp

2.71 185M
Financial Services

Comfort Systems USA Inc

2.62 179M
Industrials

Howmet Aerospace Inc

2.49 170M
Industrials

Quanta Services Inc

2.49 170M
Industrials

Veeva Systems Inc Class A

2.08 142M
Healthcare

Lululemon Athletica Inc

1.99 136M
Consumer Cyclical

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