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Morningstar

Federated Hermes MDT Small Cap Growth A QASGX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 22.52  /  +1.90 %
  • Total Assets 438.4 Mil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield —
  • Turnover 138%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis QASGX

Will QASGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable QASGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the QASGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of QASGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A unique quant approach, but results can be extreme.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Federated Hermes MDT Small Cap Growth has a number of pluses, but high portfolio turnover and some team shuffling keep its Morningstar Medalist Rating at Neutral.

by Drew Carter
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings QASGX

More QASGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Energy

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1.79 8.3 Mil
Industrials

Murphy USA Inc

1.66 7.7 Mil
Consumer Cyclical

Federated Hermes Inst Prime Val Obl IS

1.54 7.2 Mil
Cash and Equivalents

Qualys Inc

1.48 6.9 Mil
Technology

EyePoint Pharmaceuticals Inc

1.37 6.4 Mil
Healthcare

SIGA Technologies Inc

1.29 6.0 Mil
Healthcare

Coca-Cola Consolidated Inc

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Consumer Defensive

EMCOR Group Inc

1.23 5.7 Mil
Industrials