Morningstar

Federated Hermes MDT Small Cap Value Fund Class R VSFRX

Medalist Rating as of Aug 31, 2026 See Federated Hermes Investment Hub

Strategy

The investment seeks capital appreciation. The fund seeks to achieve its objective by investing primarily in the common stock of small U.S. companies. Under normal circumstances, it will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in small cap value investments.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
VSFIX	Federated Hermes MDT Small Cap Value Fund Institutional Shares	Institutional	Open			Mar 16, 2009	$79.65M	0.890%	Below Average	$1M	−$11.21M
VSFAX	Federated Hermes MDT Small Cap Value Fund Class A	Front Load	Open			Feb 28, 1996	$53.57M	1.140%	Below Average	$1,500	−$7.32M
VSFCX	Federated Hermes MDT Small Cap Value Fund Class C	Level Load	Open			Feb 28, 1996	$4.31M	1.960%	Average	$1,500	−$1.20M
VSFSX	Federated Hermes MDT Small Cap Value Fund Class R6	Retirement, Large	Open			Mar 29, 2016	$11.47M	0.820%	Average	$0	−$1.05M
VSFRX	Federated Hermes MDT Small Cap Value Fund Class R	Retirement, Medium	Open			Dec 1, 2010	$12.45M	1.230%	Low	$0	−$1.86M

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