Morningstar

Federated Hermes MDT Small Cap Growth Fund Class C Shares QCSGX

Morningstar Medalist Rating
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Medalist Rating as of See Federated Hermes Investment Hub
  • NAV / 1-Day Return $25.15  /  −0.47 %
  • Fund Size $821.6M
  • Adjusted Expense Ratio 2.020%
  • Net Expense Ratio 1.960%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 92%
NAV and 1-Day Return as of

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

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Portfolio Holdings QCSGX

More QCSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federated Govt Oblg Pr Shares

2.91 25M
—

BrightSpring Health Services Inc

1.89 16M
Healthcare

Arteris Inc

1.66 14M
Technology

Liquidia Corp Ordinary Shares

1.54 13M
Healthcare

Indivior Pharmaceuticals Inc Ordinary Share

1.34 11M
Healthcare

American Healthcare REIT Inc Ordinary Shares

1.24 10M
Real Estate

Axsome Therapeutics Inc

1.18 10M
Healthcare

Acadian Asset Management Inc

1.13 10M
Financial Services

SPS Commerce Inc

1.13 10M
Technology

Mirum Pharmaceuticals Inc

1.10 9M
Healthcare

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