- What does QLSCX invest in?
- The fund invests primarily in the common stock of small U.S. companies. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in small companies. The fund adviser's investment strategy utilizes a small-cap approach by selecting most of its investments from companies listed in the Russell 2000® Index. The fund's investments may include, but are not limited to, equity securities of domestic issuers.
- What is the expense ratio of QLSCX?
- Federated Hermes MDT Small Cap Core R6 (QLSCX) charges an expense ratio of 0.88%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is QLSCX?
- Federated Hermes MDT Small Cap Core R6 (QLSCX) manages $1.97B 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 QLSCX actively managed or an index fund?
- QLSCX 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 (QLSCX's is 0.88%) because there's no security selection cost.
- When was QLSCX launched?
- Federated Hermes MDT Small Cap Core R6 (QLSCX) launched in July 2016 and is managed by the fund issuer.
- How has QLSCX performed?
- QLSCX'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.
