Morningstar

Federated Hermes MDT Small Cap Growth Fund Class C Shares QCSGX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Federated Hermes Investment Hub

Morningstar’s Analysis QCSGX

Will QCSGX 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 QCSGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the QCSGX 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 QCSGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

Analyst Drew Carter

Drew Carter

Analyst

Summary

Federated Hermes MDT Small Cap Growth 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

Unlock our full analysis with Morningstar Investor

Sponsor Center