Federated Hermes MDT Small Cap Growth Fund Class C Shares

Frequently Asked Questions About QCSGX

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 $603.6M 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 Federated Hermes.

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.