Federated Hermes MDT Mid Cap Growth C (FGSCX)
| Fund Assets | 4.77B |
| Expense Ratio | 1.95% |
| Min. Investment | $1,500 |
| Turnover | 75.00% |
| Dividend (ttm) | 2.49 |
| Dividend Yield | 8.74% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 10, 2024 |
| Previous Close | 28.78 |
| YTD Return | 13.05% |
| 1-Year Return | 30.71% |
| 5-Year Return | 104.98% |
| 52-Week Low | 20.66 |
| 52-Week High | 29.76 |
| Beta (5Y) | n/a |
| Holdings | 127 |
| Inception Date | Aug 16, 1995 |
About FGSCX
Federated Hermes MDT Mid Cap Growth Fund Class C Shares is an actively managed mutual fund designed to achieve long-term capital appreciation. The fund primarily invests in domestic, mid-capitalization common stocks that exhibit strong growth potential, targeting companies with market capitalizations similar to constituents of the Russell Midcap Growth Index. Leveraging quantitative models, the fund aims to identify attractive investment opportunities in mid-cap growth equities while minimizing subjective and emotional biases in security selection. The portfolio is diversified across multiple sectors, though its performance may be more influenced by those industries where it holds higher concentrations. The fund was established in 1995, and as a Class C share offering, it features a moderate expense ratio and is suitable for investors seeking growth exposure in midsize U.S. companies. With a strategy centered on market inefficiencies and managed risk, Federated Hermes MDT Mid Cap Growth Fund Class C Shares plays a significant role for investors looking to access the dynamic mid-cap growth segment of the equity market.
Performance
FGSCX had a total return of 30.71% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.85%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
29.09% of assets| Name | Symbol | Weight |
|---|---|---|
| Palantir Technologies Inc. | PLTR | 7.57% |
| Zscaler, Inc. | ZS | 3.34% |
| Roblox Corporation | RBLX | 2.96% |
| Ameriprise Financial, Inc. | AMP | 2.56% |
| Federated Govt Oblg Pr Shares | n/a | 2.50% |
| DexCom, Inc. | DXCM | 2.40% |
| Toast, Inc. | TOST | 1.95% |
| Cencora, Inc. | COR | 1.95% |
| EMCOR Group, Inc. | EME | 1.94% |
| AppLovin Corporation | APP | 1.92% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 10, 2024 | $2.49152 | Dec 11, 2024 |
| Dec 6, 2022 | $0.82122 | Dec 7, 2022 |
| Dec 6, 2021 | $12.41804 | Dec 7, 2021 |
| Dec 4, 2020 | $3.53316 | Dec 7, 2020 |
| Dec 5, 2019 | $3.22256 | Dec 6, 2019 |
| Dec 10, 2018 | $4.85116 | Dec 11, 2018 |