- 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) manages $1.90B 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 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.
