Federated Hermes MDT Small Cap Core Fund Class A

Frequently Asked Questions About QASCX

What does QASCX invest in?

This fund aims for long-term growth in investment value. It primarily allocates assets to common shares of smaller American corporations. To maintain its specific focus, a minimum of 80% of its net assets (including any borrowed capital for investment purposes) will be dedicated to small company investments. The investment advisor employs a small-capitalization strategy, predominantly selecting portfolio holdings from the companies listed in the Russell 2000® Index. While primarily focused on common stock, the fund's permissible investments can include various other equity securities issued by U.S.-based entities.

What is the expense ratio of QASCX?

Federated Hermes MDT Small Cap Core Fund Class A (QASCX) charges an expense ratio of 1.14%. This is the annual fee deducted from fund assets to cover management and operations.

How big is QASCX?

Federated Hermes MDT Small Cap Core Fund Class A (QASCX) manages $1.86B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is QASCX actively managed or an index fund?

QASCX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (QASCX's is 1.14%) because there's no security selection cost.

When was QASCX launched?

Federated Hermes MDT Small Cap Core Fund Class A (QASCX) launched in September 2005 and is managed by Federated Hermes.

How has QASCX performed?

QASCX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.