About QISCX
Federated Hermes MDT Small Cap Core Fund Institutional Class is a mutual fund that seeks long-term capital appreciation by investing primarily in the common stocks of small U.S. companies. The fund employs a small-cap core strategy, targeting companies typically included in the Russell 2000 Index, with at least 80% of assets allocated to small-cap equities. Leveraging a blend of quantitative models and fundamental analysis, the fund aims to offer a diversified approach across industry sectors, balancing both growth and value stocks within its portfolio.
This fund holds a broad range of positions, with top holdings spanning sectors such as materials, financial services, industrials, healthcare, consumer defensive, and technology. Its investment process includes strict risk controls and sector neutrality relative to its benchmark, while occasionally overweighting or underweighting specific industries based on the underlying data and models. With a track record dating back to 2005 and a focus on disciplined, rules-based investing, the Federated Hermes MDT Small Cap Core Fund Institutional Class serves institutional and sophisticated investors seeking exposure to the dynamic segment of small-cap U.S. equities, playing a vital role in diversified long-term equity portfolios.
Fund Family Federated
Category Small Blend
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol QISCX
Share Class Institutional Shares
Index Russell 2000 TR
QISCX had a total return of 24.82% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.75%.
