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Morningstar

Federated Hermes MDT Small Cap Growth C QCSGX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 15.63  /  0.13 %
  • Total Assets 470.3 Mil
  • Adj. Expense Ratio
    2.020%
  • Expense Ratio 2.020%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield —
  • Turnover 140%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:19 PM GMT+0

Morningstar’s Analysis QCSGX

Will QCSGX 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 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.

A unique quant approach, but results can be extreme.

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.

by Drew Carter
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings QCSGX

More QCSGX Holdings
  • Current Portfolio Date
  • Equity Holdings 250
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 17.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Murphy USA Inc

2.34
12,608,355
Consumer Cyclical

Atkore Inc

2.21
11,899,781
Industrials

Weatherford International PLC Ordinary Shares - New

2.04
10,999,152
Energy

e.l.f. Beauty Inc

2.03
10,946,775
Consumer Defensive

Federated Hermes Inst Prime Val Obl IS

1.82
9,785,221
Cash and Equivalents

Yext Inc

1.74
9,382,516
Technology

Texas Roadhouse Inc

1.59
8,566,290
Consumer Cyclical

Green Dot Corp Class A

1.54
8,274,197
Financial Services

Wingstop Inc

1.51
8,122,693
Consumer Cyclical

EMCOR Group Inc

1.47
7,915,790
Industrials