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Morningstar

Federated Hermes MDT Mid Cap Growth A FGSAX

Morningstar Analyst Rating
Quantitative rating as of | See Federated Investment Hub
  • NAV / 1-Day Return 40.74  /  1.19 %
  • Total Assets 511.3 Mil
  • Adj. Expense Ratio
    1.140%
  • 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 0.00
  • Turnover 174%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

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.

Summary

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Federated Hermes MDT Mid Cap Growth A's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. 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.

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