Morningstar

Federated Hermes MDT Small Cap Core Fund Class R6 QLSCX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 33.94  /  −0.29 %
  • Total Assets 2.3B
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.870%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.27%
  • Turnover 82%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis QLSCX

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

  • People Pillar

    The People Pillar is our evaluation of the QLSCX 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 QLSCX’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 QLSCX

More QLSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Healthcare REIT Inc Ordinary Shares

2.47 41M
Real Estate

Powell Industries Inc

1.62 27M
Industrials

Federated Govt Oblg Pr Shares

1.60 26M
—

BrightSpring Health Services Inc

1.46 24M
Healthcare

Primoris Services Corp

1.39 23M
Industrials

Mirum Pharmaceuticals Inc

1.28 21M
Healthcare

Jackson Financial Inc

1.26 21M
Financial Services

Fluor Corp

1.13 19M
Industrials

SPS Commerce Inc

1.09 18M
Technology

Sphere Entertainment Co Ordinary Shares - Class A

1.07 18M
Communication Services

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