Morningstar

Federated Hermes MDT Mid Cap Growth R6 FGSKX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 50.48  /  +1.47 %
  • Total Assets 1.7 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 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 142%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FGSKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FGSKX 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 FGSKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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 sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings FGSKX

More FGSKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ameriprise Financial Inc

3.80 51.1 Mil
Financial Services

CrowdStrike Holdings Inc Class A

3.75 50.6 Mil
Technology

GoDaddy Inc Class A

2.92 39.4 Mil
Technology

Wingstop Inc

2.89 38.9 Mil
Consumer Cyclical

Spotify Technology SA

2.70 36.4 Mil
Communication Services

Paycom Software Inc

2.58 34.7 Mil
Technology

Federated Govt Oblg Pr Shares

2.43 32.8 Mil
—

Cheniere Energy Inc

1.90 25.5 Mil
Energy

Verisk Analytics Inc

1.88 25.3 Mil
Industrials

Zscaler Inc

1.81 24.4 Mil
Technology

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