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Federated Hermes MDT Small Cap Core IS QISCX

Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 20.34  /  0.84 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.20%
  • Turnover 124%

Morningstar’s Analysis QISCX

Will QISCX 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 QISCX

  • Current Portfolio Date
  • Equity Holdings 301
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 17.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.70
30,298,692
Consumer Cyclical

Federated Hermes Inst Prime Val Obl IS

1.98
22,201,420
Cash and Equivalents
1.88
21,116,551
Financial Services
1.77
19,868,289
Industrials
1.77
19,784,750
Consumer Defensive
1.68
18,847,772
Technology
1.58
17,750,583
Industrials
1.43
16,031,920
Technology
1.31
14,736,812
Industrials