Advertisement
Skip to Content
Morningstar

Federated Hermes MDT Mid Cap Growth IS FGSIX

Morningstar Analyst Rating
Quantitative rating as of | See Federated Investment Hub
  • NAV / 1-Day Return 43.44  /  1.38 %
  • Total Assets 517.3 Mil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 174%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis FGSIX

Will FGSIX 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 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.

Summary

|

Federated Hermes MDT Mid Cap Growth IS’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor