Federated Hermes MDT Small Cap Core Fund Institutional Class

Frequently Asked Questions About QISCX

What does QISCX invest in?

This fund primarily directs its capital towards the common stock of smaller American enterprises. A significant portion of its portfolio, specifically a minimum of 80% of its net assets (plus any borrowed funds intended for investment), will be dedicated to small company holdings. The fund's advisor employs a small-capitalization investment approach, largely sourcing its selections from businesses found within the Russell 2000® Index. While focused, its investments are not exclusively confined to the equity securities of domestic issuers.

What is the expense ratio of QISCX?

Federated Hermes MDT Small Cap Core Fund Institutional Class (QISCX) charges an expense ratio of 0.89%. This is the annual fee deducted from fund assets to cover management and operations.

How big is QISCX?

Federated Hermes MDT Small Cap Core Fund Institutional Class (QISCX) manages $1.85B 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 QISCX actively managed or an index fund?

QISCX 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 (QISCX's is 0.89%) because there's no security selection cost.

When was QISCX launched?

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

How has QISCX performed?

QISCX'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.