Federated Hermes MDT Mid Cap Growth Fund

Shareclass
Federated Hermes MDT Mid Cap Growth IS (FGSIX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Federated Hermes MDT Mid Cap Growth Fund

FUND COVERAGE
# of holdings123
% of assets97%
Score
44 / 100
Rank

65.7 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #373 out of 1,085

Grade
B

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

23 / 40

Gender Equality: Equal Compensation and Work Life Balance

5 / 30

Gender Equality: Policies Promoting Gender Equality

16 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Hilton Worldwide Holdings Inc
         % of fund invested: 0.82%
         $USD invested: $41.13M
  • 2. Expedia Group Inc
         % of fund invested: 1.24%
         $USD invested: $62.32M
  • 3. WEX Inc
         % of fund invested: 0.14%
         $USD invested: $7.15M
  • 4. Affirm Holdings Inc Ordinary Shares - Class A
         % of fund invested: 0.25%
         $USD invested: $12.62M
  • 5. HubSpot Inc
         % of fund invested: 1.06%
         $USD invested: $53.11M
  • 6. Lyft Inc Class A
         % of fund invested: 0.27%
         $USD invested: $13.56M
  • 7. Yum Brands Inc
         % of fund invested: 0.82%
         $USD invested: $41.36M
  • 8. Trane Technologies PLC Class A
         % of fund invested: 0.19%
         $USD invested: $9.34M
  • 9. Illumina Inc
         % of fund invested: 0.24%
         $USD invested: $11.86M
  • 10. eBay Inc
         % of fund invested: 0.18%
         $USD invested: $9.18M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Astera Labs Inc
         % of fund invested: 0.45%
         $USD invested: $22.86M
  • 2. Carvana Co Class A
         % of fund invested: 1.27%
         $USD invested: $63.76M
  • 3. Chewy Inc
         % of fund invested: 0.34%
         $USD invested: $17.32M
  • 4. Heico Corp
         % of fund invested: 0.28%
         $USD invested: $14.22M
  • 5. Roblox Corp Ordinary Shares - Class A
         % of fund invested: 3.44%
         $USD invested: $173.25M
  • 6. Rocket Lab Corp
         % of fund invested: 0.36%
         $USD invested: $17.94M
  • 7. Celsius Holdings Inc
         % of fund invested: 0.19%
         $USD invested: $9.34M
  • 8. Cognex Corp
         % of fund invested: 0.52%
         $USD invested: $26.22M
  • 9. Vertiv Holdings Co Class A
         % of fund invested: 2.1%
         $USD invested: $105.86M
  • 10. Weatherford International PLC Ordinary Shares - New
         % of fund invested: 0.68%
         $USD invested: $34.38M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Federated Hermes MDT Mid Cap Growth Fund

Totals

Holdings
Assets
Weight
Prisons
3
$132.38M
2.63%
     Prisons high risk
1
$27.55M
0.55%
     Private prisons
0
$0
0%
Borders
2
$44.28M
0.88%
     Borders high risk
2
$44.28M
0.88%
Total
4
$149.1M
2.96%
Full fund results

Holdings — 4 flagged holdings

1.
Cardinal Health Inc
Prisons
$63.47M
1.26%
Prisons
$63.47M
1.26%
2.
Yum Brands Inc
Prisons
$41.36M
0.82%
Prisons
$41.36M
0.82%
3.
Axon Enterprise Inc
Prisons
Borders
$27.55M
0.55%
Prisons
Borders :
$27.55M
0.55%
4.
Booz Allen Hamilton Holding Corp Class A
Borders
$16.73M
0.33%
Borders :
$16.73M
0.33%
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