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 5. There are 123 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.

Symbol	Name	Risk / Return Rank	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	93	—	Dec 2016	FGSIX vs NEEIX
NEEGX	Needham Growth Fund	93	—	Jan 1996	FGSIX vs NEEGX
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	92	31.20B	Aug 1995	FGSIX vs VHCOX
TAAGX	Timothy Plan Aggressive Growth Fund	92	—	Oct 2000	FGSIX vs TAAGX
POAGX	PrimeCap Odyssey Aggressive Growth Fund	86	—	Nov 2004	FGSIX vs POAGX

Top Performing FGSIX Alternatives (YTD)

FGSIX is at 0.24% YTD. There are 134 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.

Symbol	Name	YTD Return	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	65.52%	—	Dec 2016	FGSIX vs NEEIX
NEEGX	Needham Growth Fund	65.21%	—	Jan 1996	FGSIX vs NEEGX
TAAGX	Timothy Plan Aggressive Growth Fund	42.04%	—	Oct 2000	FGSIX vs TAAGX
CTIGX	Calamos Timpani SMID Growth Fund	30.42%	—	Jul 2019	FGSIX vs CTIGX
OEGYX	Invesco Discovery Mid Cap Growth Fund	28.52%	—	Nov 2000	FGSIX vs OEGYX

Lowest Volatility Alternatives to FGSIX

FGSIX has 17.26% 1-year volatility. There are 55 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.

Symbol	Name	Volatility 1Y	AUM	Inception
VLEQX	Villere Equity Fund	11.10%	—	May 2013	FGSIX vs VLEQX
BBMIX	BBH Select Series - Mid Cap Fund	11.14%	—	May 2021	FGSIX vs BBMIX
BQMGX	Bright Rock Mid Cap Growth Fund	12.30%	—	May 2010	FGSIX vs BQMGX
VSNGX	JPMorgan Mid Cap Equity Fund	12.72%	—	Dec 1996	FGSIX vs VSNGX
RIPIX	Royce International Premier Fund Institutional Cla...	13.31%	—	—	FGSIX vs RIPIX

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	-8.09%	—	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	80	9.26%	—	Mar 2005	FGSIX vs SVAIX
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	21	4.35%	—	Sep 2005	FGSIX vs QILGX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	7	-1.17%	—	Sep 2008	FGSIX vs QAMNX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	17	10.68%	—	Feb 1986	FGSIX vs KAUFX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	46	5.68%	—	Oct 2002	FGSIX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	4	0.10%	—	Aug 1984	FGSIX vs FGSAX
FHYSX	Federated Hermes High-Yield Strategy Portfolio	High Yield Bonds	67	1.19%	—	Dec 2008	FGSIX vs FHYSX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities	0	-7.65%	—	Dec 1995	FGSIX vs BEARX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	61	1.04%	—	Nov 2002	FGSIX vs FIHBX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	52	1.34%	—	Aug 1984	FGSIX vs FHYTX

Often Compared With FGSIX

Investors most often compare FGSIX with VSEQX, BRXIX, NEAGX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VSEQX	Vanguard Strategic Equity Fund	Mid Cap Blend Equities	83	17.68%	11.50B	Aug 1995	FGSIX vs VSEQX
BRXIX	MFS Blended Research International Equity Fund	Foreign Large Cap Equities	85	18.52%	—	Sep 2015	FGSIX vs BRXIX
NEAGX	Needham Aggressive Growth Fund	Small Cap Growth Equities	93	64.16%	—	Sep 2001	FGSIX vs NEAGX
VKSIX	Virtus KAR Small-Mid Cap Core Fund	Mid Cap Growth Equities	1	-7.39%	—	Mar 2018	FGSIX vs VKSIX
OTCAX	MFS Mid Cap Growth Fund	Mid Cap Growth Equities	4	5.94%	—	Dec 1993	FGSIX vs OTCAX
XMMO	Invesco S&P MidCap Momentum ETF	Momentum, Mid Cap Growth Equities	66	22.90%	8.18B	Mar 2005	FGSIX vs XMMO
JMVYX	JPMorgan Mid Cap Value Fund Class R6	Mid Cap Value Equities	33	9.50%	—	Nov 1997	FGSIX vs JMVYX
VOT	Vanguard Mid-Cap Growth ETF	Mid Cap Growth Equities	17	7.86%	33.80B	Aug 2006	FGSIX vs VOT
IMCG	iShares Morningstar Mid-Cap Growth ETF	Mid Cap Growth Equities	45	20.55%	4.65B	Jun 2004	FGSIX vs IMCG
BFGIX	Baron Focused Growth Fund Institutional Shares	Mid Cap Growth Equities	32	4.38%	—	May 2009	FGSIX vs BFGIX
IWS	iShares Russell Mid-Cap Value ETF	Mid Cap Value Equities	67	15.78%	15.43B	Jul 2001	FGSIX vs IWS
FSMAX	Fidelity Extended Market Index Fund	Mid Cap Blend Equities	47	15.43%	—	—	FGSIX vs FSMAX
IMIDX	Congress Mid Cap Growth Fund	Mid Cap Growth Equities	17	20.09%	—	Oct 2012	FGSIX vs IMIDX
BARIX	Baron Asset Fund Institutional Class	Mid Cap Growth Equities	8	4.14%	—	May 2009	FGSIX vs BARIX
WWNPX	Kinetics Paradigm Fund	Mid Cap Growth Equities	2	12.75%	—	Dec 1999	FGSIX vs WWNPX
FAMVX	FAM Value Fund	Mid Cap Growth Equities	11	6.98%	—	Jan 1987	FGSIX vs FAMVX
KMKAX	Kinetics Market Opportunities Fund	Mid Cap Growth Equities	2	6.59%	—	Jan 2006	FGSIX vs KMKAX
TGFRX	Tanaka Growth Fund	Mid Cap Growth Equities	53	17.74%	—	Dec 1998	FGSIX vs TGFRX
BARAX	Baron Asset Fund	Mid Cap Growth Equities	8	4.02%	—	Jun 1987	FGSIX vs BARAX
KMKNX	Kinetics Market Opportunities Fund No Load Class	Mid Cap Growth Equities	2	6.71%	—	Jan 2006	FGSIX vs KMKNX

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