- 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 $1.96B 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 the fund issuer.
- 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.
