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Federated Hermes MDT Small Cap Core C QCSCX

Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 19.19  /  +0.89 %
  • Total Assets 1.3 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 Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:03 AM GMT+0

Morningstar’s Analysis QCSCX

Will QCSCX outperform in future?

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

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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.

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Portfolio Holdings QCSCX

  • 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