FGSIX Alternatives & Similar Mutual Funds

Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) 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 FGSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FGSIX

FGSIX charges 0.85% annually. There are 59 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
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	0.02%	—	Aug 2015	FGSIX vs SSMHX
MMGPX	Morgan Stanley Discovery Portfolio	0.04%	—	Apr 2017	FGSIX vs MMGPX
FMDGX	Fidelity Mid Cap Growth Index Fund	0.05%	—	Jul 2019	FGSIX vs FMDGX
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	0.07%	33.80B	Sep 2011	FGSIX vs VMGMX
VMFGX	Vanguard S&P Mid-Cap 400 Growth Index Fund Institu...	0.08%	—	Mar 2011	FGSIX vs VMFGX

Best Risk-Adjusted Alternatives to FGSIX

FGSIX has a PortfoliosLab risk / return rank of 4. There are 127 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
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	87	31.20B	Aug 1995	FGSIX vs VHCOX
TAAGX	Timothy Plan Aggressive Growth Fund	82	—	Oct 2000	FGSIX vs TAAGX
NEEIX	Needham Growth Fund Institutional Class	82	—	Dec 2016	FGSIX vs NEEIX
NEEGX	Needham Growth Fund	81	—	Jan 1996	FGSIX vs NEEGX
POAGX	PrimeCap Odyssey Aggressive Growth Fund	79	—	Nov 2004	FGSIX vs POAGX

Top Performing FGSIX Alternatives (YTD)

FGSIX is at 0.93% YTD. There are 144 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
NEEIX	Needham Growth Fund Institutional Class	48.25%	—	Dec 2016	FGSIX vs NEEIX
NEEGX	Needham Growth Fund	47.95%	—	Jan 1996	FGSIX vs NEEGX
LSHAX	Kinetics Spin-Off and Corporate Restructuring Fund	33.53%	—	May 2007	FGSIX vs LSHAX
TAAGX	Timothy Plan Aggressive Growth Fund	31.98%	—	Oct 2000	FGSIX vs TAAGX
POAGX	PrimeCap Odyssey Aggressive Growth Fund	24.87%	—	Nov 2004	FGSIX vs POAGX

Lowest Volatility Alternatives to FGSIX

FGSIX has 17.39% 1-year volatility. There are 54 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
BBMIX	BBH Select Series - Mid Cap Fund	10.72%	—	May 2021	FGSIX vs BBMIX
VLEQX	Villere Equity Fund	11.10%	—	May 2013	FGSIX vs VLEQX
BQMGX	Bright Rock Mid Cap Growth Fund	12.30%	—	May 2010	FGSIX vs BQMGX
VSNGX	JPMorgan Mid Cap Equity Fund	12.70%	—	Dec 1996	FGSIX vs VSNGX
VLIFX	Value Line Mid Cap Focused Fund	13.50%	—	Mar 1950	FGSIX vs VLIFX

Lowest Drawdown Alternatives to FGSIX

FGSIX has a 1-year max drawdown of -13.36%. There are 68 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
MGOYX	Victory Munder Mid-Cap Core Growth Fund	-7.81%	—	Jun 1998	FGSIX vs MGOYX
VLEQX	Villere Equity Fund	-7.85%	—	May 2013	FGSIX vs VLEQX
VSNGX	JPMorgan Mid Cap Equity Fund	-8.24%	—	Dec 1996	FGSIX vs VSNGX
BBMIX	BBH Select Series - Mid Cap Fund	-8.89%	—	May 2021	FGSIX vs BBMIX
SECUX	Guggenheim StylePlus - Mid Growth Fund	-9.17%	—	Sep 1969	FGSIX vs SECUX

Other Mutual Funds from Federated

The 10 most viewed Federated mutual funds shown here include SVAIX, QILGX, QAMNX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	84	12.44%	—	Mar 2005	FGSIX vs SVAIX
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	20	6.34%	—	Sep 2005	FGSIX vs QILGX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	14	1.36%	—	Sep 2008	FGSIX vs QAMNX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	15	11.21%	—	Feb 1986	FGSIX vs KAUFX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	48	8.33%	—	Oct 2002	FGSIX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	4	0.77%	—	Aug 1984	FGSIX vs FGSAX
FHYSX	Federated Hermes High-Yield Strategy Portfolio	High Yield Bonds	76	1.73%	—	Dec 2008	FGSIX vs FHYSX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	53	1.79%	—	Aug 1984	FGSIX vs FHYTX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	67	1.54%	—	Nov 2002	FGSIX vs FIHBX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities	0	-8.18%	—	Dec 1995	FGSIX vs BEARX

Often Compared With FGSIX

Investors most often compare FGSIX with BRXIX, VSEQX, VKSIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BRXIX	MFS Blended Research International Equity Fund	Foreign Large Cap Equities	80	16.16%	—	Sep 2015	FGSIX vs BRXIX
VSEQX	Vanguard Strategic Equity Fund	Mid Cap Blend Equities	85	19.91%	11.50B	Aug 1995	FGSIX vs VSEQX
VKSIX	Virtus KAR Small-Mid Cap Core Fund	Mid Cap Growth Equities	1	-4.29%	—	Mar 2018	FGSIX vs VKSIX
NEAGX	Needham Aggressive Growth Fund	Small Cap Growth Equities	86	49.38%	—	Sep 2001	FGSIX vs NEAGX
OTCAX	MFS Mid Cap Growth Fund	Mid Cap Growth Equities	4	5.30%	—	Dec 1993	FGSIX vs OTCAX
XMMO	Invesco S&P MidCap Momentum ETF	Momentum, Mid Cap Growth Equities	50	14.98%	7.45B	Mar 2005	FGSIX vs XMMO
JMVYX	JPMorgan Mid Cap Value Fund Class R6	Mid Cap Value Equities	35	11.89%	—	Nov 1997	FGSIX vs JMVYX
IMCG	iShares Morningstar Mid-Cap Growth ETF	Mid Cap Growth Equities	48	21.17%	3.97B	Jun 2004	FGSIX vs IMCG
VOT	Vanguard Mid-Cap Growth ETF	Mid Cap Growth Equities	15	7.66%	33.80B	Aug 2006	FGSIX vs VOT
IWS	iShares Russell Mid-Cap Value ETF	Mid Cap Value Equities	75	18.20%	15.61B	Jul 2001	FGSIX vs IWS
RIPIX	Royce International Premier Fund Institutional Cla...	Mid Cap Growth Equities, Foreign Small & Mid Cap Equities	1	0.24%	—	—	FGSIX vs RIPIX
CTIGX	Calamos Timpani SMID Growth Fund	Mid Cap Growth Equities	70	24.28%	—	Jul 2019	FGSIX vs CTIGX
BFGIX	Baron Focused Growth Fund Institutional Shares	Mid Cap Growth Equities	34	6.43%	—	May 2009	FGSIX vs BFGIX
IMIDX	Congress Mid Cap Growth Fund	Mid Cap Growth Equities	12	15.54%	—	Oct 2012	FGSIX vs IMIDX
FSMAX	Fidelity Extended Market Index Fund	Mid Cap Blend Equities	41	15.91%	—	—	FGSIX vs FSMAX
BARIX	Baron Asset Fund Institutional Class	Mid Cap Growth Equities	10	4.87%	—	May 2009	FGSIX vs BARIX
TGFRX	Tanaka Growth Fund	Mid Cap Growth Equities	49	15.55%	—	Dec 1998	FGSIX vs TGFRX
FAMVX	FAM Value Fund	Mid Cap Growth Equities	10	8.18%	—	Jan 1987	FGSIX vs FAMVX
PKSFX	Virtus KAR Small-Cap Core Fund	Mid Cap Growth Equities	6	8.22%	—	Oct 1996	FGSIX vs PKSFX
BARAX	Baron Asset Fund	Mid Cap Growth Equities	9	4.73%	—	Jun 1987	FGSIX vs BARAX

Compare FGSIX with Any Fund or Stock

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

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Diversifiers

Pair FGSIX with funds that move differently

Federated MDT Mid Cap Growth Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FGSIX.

Explore FGSIX Diversifiers

Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) Alternatives