Federated MDT Small Cap Core’s veteran managers employ a unique approach, but its short investment horizon leads to wide-ranging portfolio turnover and uncertainty. That keeps the fund’s Morningstar Analyst Rating at Neutral across all share classes.
Federated Hermes MDT Small Cap Core IS QISCX
NAV / 1-Day Return
27.73
/
0.40
%
Total Assets
1.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.890%
Expense Ratio
0.890%
Fee Level
Below Average
Longest Manager Tenure
12.81
years
Category
Small Blend
Investment Style
Small BlendMin. Initial Investment
1,000,000
Status
Open
TTM Yield
0.37%
Turnover
223%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Differentiated, but its short-term approach is tough to overcome.
