About QLSCX
The Federated Hermes MDT Small Cap Core Fund R6 is a mutual fund that focuses on achieving long-term capital appreciation by investing in a diversified portfolio of U.S. small-cap companies. The fund tracks the performance of the Russell 2000 Index, situating itself within the 'Small Blend' category, and emphasizes a core investment style that blends growth and value stocks across various sectors, including financial services, industrials, technology, healthcare, and basic materials. Utilizing a disciplined, systematic, bottom-up, quantitative approach, the fund seeks to remove subjective or emotional biases from the stock-selection process. The portfolio is characterized by broad diversification and risk management, with exposure managed across numerous holdings to limit concentrated risks. With assets totaling over $1.3 billion and an expense ratio of 0.87%, the fund is designed for retirement and institutional investors, particularly those looking for exposure to the potential growth and volatility of the small-cap segment of the U.S. equity market. The Federated Hermes MDT Small Cap Core Fund R6 plays a significant role in offering targeted access to smaller domestic companies, balancing risk and return for investors seeking to diversify their equity portfolios.
Fund Family Federated
Category Small Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol QLSCX
Share Class Class R6 Shares
Index Russell 2000 TR
QLSCX had a total return of 14.56% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.73%.
