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Morningstar

Federated Hermes MDT Small Cap Core A QASCX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 21.60  /  −0.32 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 0.08%
  • Turnover 128%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis QASCX

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.

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 QASCX

More QASCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GMS Inc

2.02 23.8 Mil
Industrials

Weatherford International PLC Ordinary Shares - New

1.97 23.2 Mil
Energy

Federated Hermes Inst Prime Val Obl IS

1.91 22.6 Mil
Cash and Equivalents

Murphy USA Inc

1.70 20.1 Mil
Consumer Cyclical

Parsons Corp

1.66 19.5 Mil
Technology

Abercrombie & Fitch Co Class A

1.50 17.7 Mil
Consumer Cyclical

Jackson Financial Inc

1.28 15.1 Mil
Financial Services

SkyWest Inc

1.22 14.4 Mil
Industrials

Brandywine Realty Trust

1.21 14.3 Mil
Real Estate

Boise Cascade Co

1.08 12.8 Mil
Basic Materials