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Federated Hermes MDT Mid Cap Growth R6 FGSKX

Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 46.29  /  −0.71 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 142%

USD | NAV as of May 28, 2024 | 1-Day Return as of May 28, 2024, 10:18 PM GMT+0

Morningstar’s Analysis FGSKX

Will FGSKX outperform in future?

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

Federated Hermes MDT Mid Cap Growth R6’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings FGSKX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 25.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CrowdStrike Holdings Inc Class A

3.38 38.1 Mil
Technology

Ameriprise Financial Inc

3.36 37.9 Mil
Financial Services

Spotify Technology SA

2.85 32.0 Mil
Communication Services

Wingstop Inc

2.78 31.3 Mil
Consumer Cyclical

Federated Hermes Inst Prime Val Obl IS

2.55 28.7 Mil
Cash and Equivalents

GoDaddy Inc Class A

2.53 28.5 Mil
Technology

DoorDash Inc Ordinary Shares - Class A

2.44 27.5 Mil
Communication Services

Nutanix Inc Class A

2.35 26.4 Mil
Technology

Allison Transmission Holdings Inc

2.03 22.9 Mil
Consumer Cyclical

Verisk Analytics Inc

1.98 22.3 Mil
Industrials