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 55 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% | 34.80B | 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 120 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 84 | 32.70B | Aug 1995 | FGSKX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 78 | — | Nov 2004 | FGSKX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 76 | — | Jun 1998 | FGSKX vs MGOYX | |
| USAA Extended Market Index Fund | 66 | — | Oct 2000 | FGSKX vs USMIX | |
| Timothy Plan Aggressive Growth Fund | 66 | — | Oct 2000 | FGSKX vs TAAGX |
Top Performing FGSKX Alternatives (YTD)
FGSKX is at -0.65% YTD. There are 139 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 34.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 34.81% | — | Dec 2016 | FGSKX vs NEEIX | |
| Needham Growth Fund | 34.50% | — | Jan 1996 | FGSKX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 32.50% | — | May 2007 | FGSKX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.18% | — | Oct 2000 | FGSKX vs TAAGX | |
| Kinetics Paradigm Fund | 21.61% | — | Dec 1999 | FGSKX vs WWNPX |
Lowest Volatility Alternatives to FGSKX
FGSKX has 18.00% 1-year volatility. There are 72 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.18% | — | May 2021 | FGSKX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.41% | — | May 2010 | FGSKX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | FGSKX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | FGSKX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | FGSKX vs PMEGX |
Lowest Drawdown Alternatives to FGSKX
FGSKX has a 1-year max drawdown of -14.01%. There are 71 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | FGSKX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | FGSKX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | FGSKX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | FGSKX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | FGSKX vs FAMVX |
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 | |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | Large Cap Value Equities | 94 | 15.85% | — | Mar 2005 | FGSKX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 16 | 2.55% | — | Sep 2005 | FGSKX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 54 | 4.61% | — | Sep 2008 | FGSKX vs QAMNX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 53 | 8.33% | — | Oct 2002 | FGSKX vs QIACX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 14 | 8.01% | — | Feb 1986 | FGSKX vs KAUFX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 74 | 0.96% | — | Dec 2008 | FGSKX vs FHYSX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | -0.82% | — | Aug 1984 | FGSKX vs FGSAX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 59 | 1.32% | — | Aug 1984 | FGSKX vs FHYTX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 64 | 0.85% | — | Nov 2002 | FGSKX vs FIHBX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -6.07% | — | Dec 1995 | FGSKX vs BEARX |
Often Compared With FGSKX
Investors most often compare FGSKX with SVAAX, QKACX, EMDIX. These 20 comparison targets span 8 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