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 a closer substitute for your current allocation.
Cheapest Alternatives to FGSAX
FGSAX charges 1.15% annually. There are 127 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | FGSAX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | FGSAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | FGSAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | FGSAX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | FGSAX vs VMFGX |
Best Risk-Adjusted Alternatives to FGSAX
FGSAX has a PortfoliosLab risk / return rank of 4. There are 129 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | FGSAX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | FGSAX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | FGSAX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | FGSAX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | FGSAX vs POAGX |
Top Performing FGSAX Alternatives (YTD)
FGSAX is at 0.77% YTD. There are 146 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | FGSAX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | FGSAX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | FGSAX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | FGSAX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | FGSAX vs POAGX |
Lowest Volatility Alternatives to FGSAX
FGSAX has 17.55% 1-year volatility. There are 62 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | FGSAX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | FGSAX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | FGSAX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | FGSAX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | FGSAX vs VLIFX |
Lowest Drawdown Alternatives to FGSAX
FGSAX has a 1-year max drawdown of -13.73%. There are 73 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | FGSAX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | FGSAX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | FGSAX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | FGSAX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | FGSAX vs SECUX |
Other Mutual Funds from Federated
The 10 most viewed Federated mutual funds shown here include SVAIX, QILGX, QAMNX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | Large Cap Value Equities | 84 | 12.44% | — | Mar 2005 | FGSAX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 20 | 6.34% | — | Sep 2005 | FGSAX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 14 | 1.36% | — | Sep 2008 | FGSAX vs QAMNX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 15 | 11.21% | — | Feb 1986 | FGSAX vs KAUFX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 48 | 8.33% | — | Oct 2002 | FGSAX vs QIACX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 76 | 1.73% | — | Dec 2008 | FGSAX vs FHYSX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 53 | 1.79% | — | Aug 1984 | FGSAX vs FHYTX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 67 | 1.54% | — | Nov 2002 | FGSAX vs FIHBX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -8.18% | — | Dec 1995 | FGSAX vs BEARX | |
| Federated Hermes International Small-Mid Company F... | Foreign Small & Mid Cap Equities | 24 | 8.80% | — | Feb 1996 | FGSAX vs ISCAX |
Often Compared With FGSAX
Investors most often compare FGSAX with PIPAX, MVCAX, ^GSPC. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare FGSAX with Any Fund or Stock
Compare FGSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FGSAX with funds that move differently
Federated Hermes MDT Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FGSAX.
Explore FGSAX Diversifiers