Federated Hermes Mdt Mid Cap Growth Fund - A Shares: (MF: FGSAX)
(NASDAQ Mutual Funds) As of Oct 30, 2025 05:27 PM ET
$64.51 USD
-1.26 (-1.92%)
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.90 | 42 | 
| 3 months | 2.13 | 88 | 
| 6 months | 22.10 | 28 | 
| 1 Year | 25.54 | 6 | 
| 3 Year | 27.29 | 19 | 
| 5 Year | 16.04 | 17 | 
| 10 Year | 15.14 | 21 | 
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 149.64 | 
| Bear Market (10/07 - 2/09) | -51.43 | 
| Bull Market (2/09 - 3/21) | 1,012.99 | 
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 18.99 | 
| 5 Year | 14.79 | 
| 10 Year | 14.53 | 
| Since Inception | 11.61 | 
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -7.53 | 19.55 | 2.13 | NA | 
| 2024 | 13.25 | -2.09 | 7.90 | 11.18 | 
| 2023 | 9.64 | 5.41 | -3.62 | 14.05 | 
| 2022 | -10.45 | -20.69 | -1.72 | 8.07 | 
| 2021 | 0.14 | 11.64 | 3.63 | 5.75 | 
| 2020 | -21.26 | 32.89 | 8.46 | 19.26 | 
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.90 | 33.03 | 27.04 | -24.57 | 22.53 | 35.36 | 27.94 | -3.26 | 24.41 | 9.95 | -4.98 | 
| % Total Return Rel to Index | -1.93 | 8.01 | 0.79 | -6.36 | -6.14 | 16.96 | -3.54 | 1.13 | 2.62 | -1.98 | -6.37 | 
| % Total Return Rel to Peer | 1.61 | 13.64 | 4.04 | -4.87 | 0.47 | 15.44 | -0.48 | 3.60 | 3.74 | 2.13 | -3.38 | 
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 2.00 | 2.00 | 3.00 | 4.00 | 
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 
| Capital Gains ($) | 0.00 | 2.49 | 0.00 | 0.82 | 12.42 | 3.53 | 3.22 | 4.85 | 5.50 | 0.30 | 8.40 | 
| Expense Ratio | 1.14 | 1.14 | 0.10 | 1.14 | 1.13 | 1.14 | 1.14 | 1.22 | 1.22 | 1.22 | 1.22 | 
* 1 = Top 20%, 5 = Bottom 20%

