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Morningstar

Federated Hermes MDT Small Cap Core IS QISCX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 21.40  /  1.04 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.890%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.22%
  • Turnover 124%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:53 PM GMT+00:00

Morningstar’s Analysis QISCX

Will QISCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable QISCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the QISCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of QISCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A differentiated quantitative approach, but turnover limits its appeal.

Analyst

Summary

| by Drew Carter

Federated Hermes MDT Small Cap Core’s experienced leadership is a plus, but its high-turnover approach limits its Morningstar Analyst Rating to Neutral.

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