- 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 $1.95B 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 the fund issuer.
- 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.
