Morningstar

Federated Hermes MDT Small Cap Core Fund Class C QCSCX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 24.38  /  +0.91 %
  • Total Assets 2.2B
  • Adj. Expense Ratio
    1.970%
  • Expense Ratio 1.960%
  • 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 0.00
  • Turnover 82%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis QCSCX

Will QCSCX outperform in the 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.

Multiple alpha sources power this unique small-cap quant strategy.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Federated Hermes MDT Small Cap Core distinguishes itself with a machine-learning-driven quantitative process designed to tap multiple, evolving sources of alpha. Its Above Average Process rating reflects confidence in the strategy’s ability to effectively combine valuation, quality, and technical signals within a single, flexible framework. Its People rating remains Average. This strategy includes mutual fund and separately managed account vehicles.

by Drew Carter
Rated on Published on

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Portfolio Holdings QCSCX

More QCSCX Holdings
  • 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

Federated Govt Oblg Pr Shares

4.19 99M
—

American Healthcare REIT Inc Ordinary Shares

1.85 44M
Real Estate

BrightSpring Health Services Inc

1.66 39M
Healthcare

Arteris Inc

1.29 31M
Technology

Hecla Mining Co

1.14 27M
Basic Materials

Liquidia Corp Ordinary Shares

1.11 26M
Healthcare

Sphere Entertainment Co Ordinary Shares - Class A

1.10 26M
Communication Services

Associated Banc-Corp

1.09 26M
Financial Services

SPS Commerce Inc

1.03 24M
Technology

Byline Bancorp Inc

1.03 24M
Financial Services

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