Federated MDT Small Cap Core has experienced managers and a unique approach but its short investment horizon is a concern. That keeps the fund’s Morningstar Analyst Rating at Neutral across all share classes.
Federated Hermes MDT Small Cap Core A QASCX
NAV / 1-Day Return
26.02
/
0.08
%
Total Assets
1.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.140%
Expense Ratio
1.140%
Fee Level
Low
Longest Manager Tenure
12.68
years
Category
Small Blend
Investment Style
Small BlendMin. Initial Investment
1,500
Status
Open
TTM Yield
0.19%
Turnover
223%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will QASCX 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 QASCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the QASCX 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 QASCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Unique, but shortsighted.
