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Morningstar

Federated Hermes MDT Small Cap Growth IS QISGX

Morningstar Analyst Rating
Analyst rating as of | See Federated Investment Hub
  • NAV / 1-Day Return 23.62  /  1.30 %
  • Total Assets 638.5 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.890%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.05%
  • Turnover 140%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis QISGX

Will QISGX 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 QISGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the QISGX 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 QISGX’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 Growth’s experienced leadership is a plus, but its high-turnover approach limits its Morningstar Analyst Rating to Neutral.

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