- ISIN
- US3141721981
- CUSIP
- 314172198
- Issuer
- Federated
- Inception Date
- Aug 23, 1984
- Category
- Mid Cap Growth Equities
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FGSIX Performance Chart
Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) is down 0.2% since the beginning of the year. FGSIX is currently trading at $66 per share. Investors who bought $1,000 worth of FGSIX shares 5 years ago would now be looking at an investment worth $1,613.
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Returns By Period
Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) has returned -0.18% so far this year and 3.64% over the past 12 months. Looking at the last ten years, FGSIX has achieved an annualized return of 15.35%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Federated MDT Mid Cap Growth Fund Institutional Shares
- 1D
- 0.91%
- 1M
- 0.37%
- YTD
- -0.18%
- 6M
- -1.07%
- 1Y
- 3.64%
- 3Y*
- 18.07%
- 5Y*
- 10.04%
- 10Y*
- 15.35%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FGSIX Monthly Returns History
Based on dividend-adjusted daily data since Jan 29, 2010, FGSIX's average daily return is +0.06%, while the average monthly return is +1.20%. At this rate, an investment would double in approximately 4.8 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +16.7%, while the worst month was Mar 2020 at -15.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, FGSIX closed higher 53% of trading days. The best single day was Nov 11, 2022 with a return of +11.4%, while the worst single day was Mar 16, 2020 at -12.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.91% | 0.75% | -6.33% | 5.45% | 2.86% | -1.59% | -0.18% | ||||||
| 2025 | 7.54% | -8.08% | -6.40% | 3.38% | 9.65% | 5.56% | 1.37% | 0.98% | 0.30% | -1.46% | -1.17% | 0.16% | 10.87% |
| 2024 | 2.12% | 8.29% | 2.49% | -5.33% | 1.93% | 1.54% | -0.28% | 4.21% | 3.92% | 2.75% | 14.83% | -5.75% | 33.37% |
| 2023 | 11.02% | -0.69% | -0.48% | -0.89% | -1.29% | 7.83% | 4.04% | -3.86% | -3.58% | -4.88% | 12.42% | 6.75% | 27.44% |
| 2022 | -12.63% | -1.34% | 3.97% | -11.90% | -1.79% | -8.28% | 12.30% | -5.22% | -7.63% | 7.70% | 6.73% | -5.93% | -24.39% |
| 2021 | -1.27% | 1.65% | -0.13% | 5.99% | -0.51% | 5.95% | 4.69% | 4.86% | -5.52% | 7.69% | -2.87% | 1.05% | 22.77% |
Benchmark Metrics
Federated MDT Mid Cap Growth Fund Institutional Shares has an annualized alpha of 1.37%, beta of 1.03, and R2 of 0.71 versus S&P 500 Index. Calculated based on daily prices since January 29, 2010.
- This fund captured 108.31% of S&P 500 Index gains and 104.41% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.03 and R2 of 0.71, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.37%
- Beta
- 1.03
- R²
- 0.71
- Upside Capture
- 108.31%
- Downside Capture
- 104.41%
Expense Ratio
FGSIX has an expense ratio of 0.85%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FGSIX ranks 4 for risk / return — in the bottom 4% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FGSIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.84 | ||
| Sortino ratioReturn per unit of downside risk | -2.36 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.37 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 0.24 | 2.78 | -2.54 |
| Martin ratioReturn relative to average drawdown | 0.68 | 12.44 | -11.76 |
Dividends
Dividend History
Federated MDT Mid Cap Growth Fund Institutional Shares provided a 4.57% dividend yield over the last twelve months, with an annual payout of $3.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.00 | $3.00 | $2.49 | $0.00 | $0.82 | $12.42 | $3.53 | $3.22 | $4.85 | $5.50 | $0.41 | $8.41 |
Dividend yield | 4.57% | 4.56% | 4.02% | 0.00% | 2.17% | 24.31% | 6.77% | 7.83% | 14.02% | 13.59% | 1.11% | 24.86% |
Monthly Dividends
The table displays the monthly dividend distributions for Federated MDT Mid Cap Growth Fund Institutional Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.00 | $3.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.49 | $2.49 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $0.82 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $12.42 | $12.42 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Federated MDT Mid Cap Growth Fund Institutional Shares. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Federated MDT Mid Cap Growth Fund Institutional Shares was 37.16%, occurring on Mar 23, 2020. Recovery took 72 trading sessions.
The current Federated MDT Mid Cap Growth Fund Institutional Shares drawdown is 4.46%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -37.16%Mar 2020 | 1mo 2d | 3mo 15d | 4mo 17dFeb 2020 - Jul 2020 |
Bear market2022 | -35.67%Jun 2022 | 7mo 8d | 1y 8mo | 2y 3moNov 2021 - Feb 2024 |
2011 bear market2011 | -25.30%Oct 2011 | 5mo 4d | 1y 5mo | 1y 10moMay 2011 - Mar 2013 |
2025 selloff2025 | -24.46%Apr 2025 | 1mo 27d | 2mo 17d | 4mo 14dFeb 2025 - Jun 2025 |
Rate-hike selloffLate 2018 | -24.21%Dec 2018 | 3mo 20d | 3mo 19d | 7mo 9dSep 2018 - Apr 2019 |
Drawdown Indicators
| FGSIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.16% | -56.78% | +19.62% |
Max Drawdown (1Y)Largest decline over 1 year | -13.36% | -9.10% | -4.26% |
Max Drawdown (3Y)Largest decline over 3 years | -24.46% | -18.90% | -5.56% |
Max Drawdown (5Y)Largest decline over 5 years | -35.67% | -25.43% | -10.24% |
Max Drawdown (10Y)Largest decline over 10 years | -37.16% | -33.92% | -3.24% |
Current DrawdownCurrent decline from peak | -4.46% | -1.80% | -2.66% |
Average DrawdownAverage peak-to-trough decline | -7.06% | -10.71% | +3.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.79% | 2.03% | +2.76% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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