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Federated Hermes MDT Small Cap Growth A QASGX

Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 22.77  /  +0.98 %
  • Total Assets 452.7 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 Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 PM GMT+0

Morningstar’s Analysis QASGX

Will QASGX outperform in future?

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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.

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Portfolio Holdings QASGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 15.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Atkore Inc

2.13 9.9 Mil
Industrials

Weatherford International PLC Ordinary Shares - New

2.12 9.9 Mil
Energy

GMS Inc

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

1.28 6.0 Mil
Consumer Defensive

EMCOR Group Inc

1.23 5.7 Mil
Industrials