Federated Hermes MDT Mid Cap Growth Fund (FGSAX) Alternatives

Federated Hermes MDT Mid Cap Growth Fund (FGSAX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FGSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to FGSAX

FGSAX charges 1.15% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among FGSAX alternatives.

Symbol	Name	Expense Ratio	Inception
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	0.02%	Aug 11, 2015	FGSAX vs SSMHX
FSMAX	Fidelity Extended Market Index Fund	0.04%	—	FGSAX vs FSMAX
MMGPX	Morgan Stanley Discovery Portfolio	0.04%	Apr 30, 2017	FGSAX vs MMGPX
FMDGX	Fidelity Mid Cap Growth Index Fund	0.05%	Jul 11, 2019	FGSAX vs FMDGX
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	0.07%	Sep 27, 2011	FGSAX vs VMGMX

Best Risk-Adjusted Alternatives to FGSAX

Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
TAAGX	Timothy Plan Aggressive Growth Fund	90	Oct 5, 2000	FGSAX vs TAAGX
NEEGX	Needham Growth Fund	79	Jan 2, 1996	FGSAX vs NEEGX
TGFRX	Tanaka Growth Fund	74	Dec 30, 1998	FGSAX vs TGFRX
CTIGX	Calamos Timpani SMID Growth Fund	73	Jul 31, 2019	FGSAX vs CTIGX
BFGIX	Baron Focused Growth Fund Institutional Shares	71	May 29, 2009	FGSAX vs BFGIX

Top Performing FGSAX Alternatives (YTD)

FGSAX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
LSHAX	Kinetics Spin-Off and Corporate Restructuring Fund	50.22%	May 4, 2007	FGSAX vs LSHAX
WWNPX	Kinetics Paradigm Fund	36.66%	Dec 31, 1999	FGSAX vs WWNPX
KMKNX	Kinetics Market Opportunities Fund No Load Class	20.82%	Jan 31, 2006	FGSAX vs KMKNX
KMKAX	Kinetics Market Opportunities Fund	20.74%	Jan 31, 2006	FGSAX vs KMKAX
NEEGX	Needham Growth Fund	10.46%	Jan 2, 1996	FGSAX vs NEEGX

Lowest Volatility Alternatives to FGSAX

FGSAX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
RIPIX	Royce International Premier Fund Institutional Cla...	13.61%	—	FGSAX vs RIPIX
BQMGX	Bright Rock Mid Cap Growth Fund	15.91%	May 26, 2010	FGSAX vs BQMGX
VLEQX	Villere Equity Fund	16.28%	May 31, 2013	FGSAX vs VLEQX
VLIFX	Value Line Mid Cap Focused Fund	16.90%	Mar 1, 1950	FGSAX vs VLIFX
VSNGX	JPMorgan Mid Cap Equity Fund	17.58%	Dec 31, 1996	FGSAX vs VSNGX

Lowest Drawdown Alternatives to FGSAX

FGSAX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
BARIX	Baron Asset Fund Institutional Class	-11.12%	May 29, 2009	FGSAX vs BARIX
BARAX	Baron Asset Fund	-11.12%	Jun 12, 1987	FGSAX vs BARAX
PKSFX	Virtus KAR Small-Cap Core Fund	-11.21%	Oct 18, 1996	FGSAX vs PKSFX
FAMVX	FAM Value Fund	-11.38%	Jan 2, 1987	FGSAX vs FAMVX
VLEQX	Villere Equity Fund	-11.43%	May 31, 2013	FGSAX vs VLEQX

Other Mutual Funds from Federated

Most popular Federated mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	24	-12.41%	Sep 15, 2005	FGSAX vs QILGX
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	77	8.28%	Mar 30, 2005	FGSAX vs SVAIX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	72	1.41%	Sep 30, 2008	FGSAX vs QAMNX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	13	-12.10%	Feb 21, 1986	FGSAX vs KAUFX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	42	-7.69%	Oct 1, 2002	FGSAX vs QIACX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	76	-2.24%	Aug 23, 1984	FGSAX vs FHYTX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	86	-1.88%	Nov 1, 2002	FGSAX vs FIHBX
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	75	-3.05%	Feb 27, 1996	FGSAX vs ISCAX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities, Leveraged	2	8.44%	Dec 27, 1995	FGSAX vs BEARX
FHYSX	Federated Hermes High-Yield Strategy Portfolio	High Yield Bonds	89	-1.76%	Dec 24, 2008	FGSAX vs FHYSX

Often Compared With FGSAX

What investors most often compare with FGSAX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
PIPAX	PIMCO StocksPLUS® International Fund (U.S. Dollar-...	Foreign Large Cap Equities	21	-0.96%	Oct 31, 2003	FGSAX vs PIPAX
MVCAX	MFS Mid Cap Value Fund	Mid Cap Value Equities	18	-1.20%	Aug 31, 2001	FGSAX vs MVCAX
^GSPC	S&P 500 Index		74	-4.63%	—	FGSAX vs ^GSPC
TRMCX	T. Rowe Price Mid-Cap Value Fund	Mid Cap Value Equities	35	0.81%	Jun 28, 1996	FGSAX vs TRMCX
XMMO	Invesco S&P MidCap Momentum ETF	Mid Cap Growth Equities	80	4.93%	Mar 3, 2005	FGSAX vs XMMO
VIMAX	Vanguard Mid-Cap Index Fund Admiral Shares	Mid Cap Blend Equities	28	-2.80%	Nov 12, 2001	FGSAX vs VIMAX
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	Small Cap Blend Equities	37	-1.21%	Nov 13, 2000	FGSAX vs VSMAX
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	50	-4.59%	Mar 31, 1994	FGSAX vs NOIEX
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	FGSAX vs SPY
AMDVX	American Century Mid Cap Value R6	Mid Cap Value Equities	23	1.04%	Jul 26, 2013	FGSAX vs AMDVX
FCSPX	Federated Hermes Corporate Bond Strategy Port	Corporate Bonds	61	-1.35%	Jun 20, 2006	FGSAX vs FCSPX
FHESX	Federated Hermes SDG Engagement Equity Fund	Global Equities	7	-3.15%	Nov 5, 2018	FGSAX vs FHESX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	Corporate Bonds	84	-1.02%	Dec 20, 1993	FGSAX vs FIIFX
ISHIX	Federated Hermes Corporate Bond Fund	Corporate Bonds	62	-1.10%	May 20, 1987	FGSAX vs ISHIX
FMDCX	Federated Hermes Mid Cap Index Fund	Mid Cap Blend Equities	20	-0.39%	Nov 5, 1992	FGSAX vs FMDCX
QQMNX	Federated Hermes MDT Market Neutral Fund Instituti...	Equity Market Neutral	74	1.46%	Sep 30, 2008	FGSAX vs QQMNX
KLCIX	Federated Hermes Kaufmann Large Cap Fund	Large Cap Growth Equities	26	-11.73%	Dec 5, 2007	FGSAX vs KLCIX
FGSIX	Federated MDT Mid Cap Growth Fund Institutional Sh...	Mid Cap Growth Equities	12	-9.48%	Aug 23, 1984	FGSAX vs FGSIX
FMBPX	Federated Hermes Mortgage Strategy Portfolio	Intermediate Core Bond	72	-0.18%	Dec 20, 2007	FGSAX vs FMBPX
QISCX	Federated Hermes MDT Small Cap Core Fund	Small Cap Blend Equities	35	-5.22%	Sep 15, 2005	FGSAX vs QISCX

Compare FGSAX with Any Fund or Stock

Compare FGSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Federated Hermes MDT Mid Cap Growth Fund

Symbol name