- What does QCSGX invest in?
- The Federated Hermes MDT Small Cap Growth Fund Class C Shares aims to generate substantial capital appreciation over an extended period. Its primary investment focus is on the common stock of smaller U.S.-based companies. The fund's investment adviser implements a specific strategy centered on small-capitalization growth, predominantly selecting its holdings from businesses featured in the Russell 2000® Growth Index. A key policy ensures that at least 80% of its total net assets, including any funds borrowed for investment, are consistently allocated to these small company investments. For the purposes of this fund, management defines a "small company" as one with a market capitalization comparable to those found within the Russell 2000® Growth Index.
- What is the expense ratio of QCSGX?
- Federated Hermes MDT Small Cap Growth Fund Class C Shares (QCSGX) charges an expense ratio of 2.02%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is QCSGX?
- Federated Hermes MDT Small Cap Growth Fund Class C Shares (QCSGX) manages $648.5M 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 QCSGX actively managed or an index fund?
- QCSGX 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 (QCSGX's is 2.02%) because there's no security selection cost.
- When was QCSGX launched?
- Federated Hermes MDT Small Cap Growth Fund Class C Shares (QCSGX) launched in September 2005 and is managed by the fund issuer.
- How has QCSGX performed?
- QCSGX'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.
