Federated Hermes MDT Small Cap Core Fund

Frequently Asked Questions About QCSCX

What does QCSCX invest in?

This investment vehicle primarily targets the common stock of small-sized U.S. companies. It maintains a policy of dedicating at least 80% of its net assets (including any funds borrowed for investment) to businesses categorized as small companies. The portfolio manager implements a small-capitalization investment approach, predominantly selecting holdings from companies featured in the Russell 2000® Index. While concentrating on these, the fund's holdings can also include, but are not limited to, other equity securities issued by domestic entities.

What is the expense ratio of QCSCX?

Federated Hermes MDT Small Cap Core Fund (QCSCX) charges an expense ratio of 2.00%. This is the annual fee deducted from fund assets to cover management and operations.

How big is QCSCX?

Federated Hermes MDT Small Cap Core Fund (QCSCX) is one share class of a fund that manages $1.88B across all of its share classes (QASCX, QISCX, QLSCX report the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is QCSCX actively managed or an index fund?

QCSCX 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 (QCSCX's is 2.00%) because there's no security selection cost.

When was QCSCX launched?

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

How has QCSCX performed?

QCSCX'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.