Federated Hermes MDT Small Cap Core R6

Frequently Asked Questions About QLSCX

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 $1.86B 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 Federated Hermes.

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.