Nasdaq - Delayed Quote USD
Federated Hermes MDT Small Cap Core A (QASCX)
23.92
-0.05
(-0.21%)
At close: May 30 at 8:04:21 PM EDT
Fund Summary
The fund invests primarily in the common stock of small U.S. companies. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in small companies. The fund adviser's investment strategy utilizes a small-cap approach by selecting most of its investments from companies listed in the Russell 2000® Index. The fund's investments may include, but are not limited to, equity securities of domestic issuers.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 45.68% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -6.49% |
| 5y Average Return | 12.90% |
| Rank in Category (ytd) | 60 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| QASCX | Category Average | QASCX | Category Average | QASCX | Category Average | |
| Alpha | -8.17 | -0.09 | -3.05 | -0.06 | -5 | -0.06 |
| BETA | 1.16 | 0.01 | 1.12 | 0.01 | 1.22 | 0.01 |
| Mean Annual Return | 0.5 | 0.01 | 1.2 | 0.01 | 0.85 | 0.01 |
| R-squared | 69.15 | 0.83 | 68.76 | 0.77 | 73.73 | 0.78 |
| Standard Deviation | 22.91 | 0.26 | 21.78 | 0.21 | 21.76 | 0.19 |
| Sharpe Ratio | 0.06 | 0 | 0.53 | 0.01 | 0.38 | 0.01 |
| Treynor Ratio | -0.97 | 0.08 | 8.88 | 0.1 | 5.01 | 0.09 |
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