Federated Hermes MDT Mid Cap Growth Fund Class R6 (FGSKX) 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 FGSKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FGSKX
FGSKX charges 0.84% annually. There are 56 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 | FGSKX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | FGSKX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | FGSKX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | FGSKX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | FGSKX vs VMFGX |
Best Risk-Adjusted Alternatives to FGSKX
FGSKX has a PortfoliosLab risk / return rank of 4. There are 126 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 | FGSKX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | FGSKX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | FGSKX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | FGSKX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | FGSKX vs POAGX |
Top Performing FGSKX Alternatives (YTD)
FGSKX 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 | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | FGSKX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | FGSKX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | FGSKX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | FGSKX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | FGSKX vs POAGX |
Lowest Volatility Alternatives to FGSKX
FGSKX has 17.74% 1-year volatility. There are 71 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 | FGSKX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | FGSKX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | FGSKX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | FGSKX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | FGSKX vs VLIFX |
Lowest Drawdown Alternatives to FGSKX
FGSKX has a 1-year max drawdown of -14.01%. There are 77 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 | FGSKX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | FGSKX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | FGSKX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | FGSKX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | FGSKX vs SECUX |
Other Mutual Funds from Federated Hermes
The 4 most viewed Federated Hermes mutual funds shown here include QKACX, SVAAX, QALGX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT All Cap Core Fund Class R6 | Large Cap Blend Equities | 48 | 8.33% | — | Oct 2002 | FGSKX vs QKACX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | Dividend | 84 | 12.24% | — | Mar 2005 | FGSKX vs SVAAX | |
| Federated Hermes MDT Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 6.22% | — | Sep 2005 | FGSKX vs QALGX | |
| Federated Hermes Emerging Market Debt Fund Institu... | Emerging Markets Bonds | 80 | 3.39% | — | Oct 1996 | FGSKX vs EMDIX |
Often Compared With FGSKX
Investors most often compare FGSKX with BARIX, DISV, VOT. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FGSKX with Any Fund or Stock
Compare FGSKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FGSKX with funds that move differently
Federated Hermes MDT Mid Cap Growth Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FGSKX.
Explore FGSKX Diversifiers