Skip to Content
Morningstar

Federated Hermes MDT Small Cap Core C QCSCX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 18.69  /  +0.97 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    2.010%
  • Expense Ratio 2.010%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield —
  • Turnover 128%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 11:37 PM GMT+0

Morningstar’s Analysis QCSCX

Will QCSCX 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 QCSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the QCSCX 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 QCSCX’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 Core 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 QCSCX

More QCSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GMS Inc

2.20 28.5 Mil
Industrials

Jackson Financial Inc

1.98 25.7 Mil
Financial Services

Parsons Corp

1.93 25.0 Mil
Technology

Federated Hermes Inst Prime Val Obl IS

1.88 24.4 Mil
Cash and Equivalents

Murphy USA Inc

1.73 22.4 Mil
Consumer Cyclical

SkyWest Inc

1.46 18.9 Mil
Industrials

Summit Materials Inc Class A

1.25 16.2 Mil
Basic Materials

Abercrombie & Fitch Co Class A

1.18 15.4 Mil
Consumer Cyclical

Knife River Holding Co

1.15 14.9 Mil
Basic Materials

Boise Cascade Co

1.05 13.6 Mil
Basic Materials