Nasdaq - Delayed Quote USD

Federated Hermes MDT Small Cap Growth A (QASGX)

27.58 +0.45 (+1.66%)
At close: 8:01 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 22.09%
5y Average Return 10.52%
Number of Years Up 15
Number of Years Down 3
Best 1Y Total Return (Nov 22, 2024) 41.95%
Worst 1Y Total Return (Nov 22, 2024) --
Best 3Y Total Return 41.95%
Worst 3Y Total Return 0.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QASGX
Category
YTD
12.39%
12.40%
1-Month
-1.36%
3.37%
3-Month
0.79%
4.88%
1-Year
38.74%
55.69%
3-Year
-1.81%
19.34%
5-Year
9.19%
20.72%
10-Year
9.98%
13.98%
Last Bull Market
31.48%
27.85%
Last Bear Market
-22.02%
-24.06%

Annual Total Return (%) History

Year
QASGX
Category
2024
--
--
2023
19.33%
--
2022
-28.43%
--
2021
17.33%
--
2020
29.54%
38.62%
2019
20.87%
27.68%
2018
-6.47%
-5.76%
2017
24.76%
21.50%

2016
20.05%
11.20%
2015
3.31%
-2.41%
2014
1.42%
2.44%
2013
41.95%
40.91%
2012
17.14%
13.15%
2011
1.38%
-3.55%
2010
29.06%
26.98%
2009
9.77%
35.46%
2008
-41.28%
-41.55%
2007
15.83%
7.59%
2006
9.45%
10.81%
2005
--
6.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.51% -3.62% 11.00% --
2023 7.24% 5.71% -6.90% 13.06%
2022 -11.09% -22.02% -2.80% 6.19%
2021 4.48% 6.74% 0.99% 4.18%
2020 -28.76% 33.69% 4.39% 30.30%
2019 13.44% 2.67% -5.16% 9.42%
2018 3.58% 8.23% 8.27% -22.94%
2017 7.37% 4.14% 7.06% 4.21%
2016 -0.12% 1.36% 12.75% 5.17%
2015 7.53% 1.45% -10.10% 5.35%

2014 -1.04% 1.76% -5.63% 6.71%
2013 11.69% 3.67% 12.43% 9.04%
2012 17.68% -7.63% 5.00% 2.62%
2011 15.35% 0.88% -25.12% 16.35%
2010 6.88% -9.88% 14.66% 16.86%
2009 -16.67% 13.75% 13.60% 1.93%
2008 -12.00% -1.48% -9.79% -24.93%
2007 5.37% 11.12% 2.03% -3.04%
2006 15.91% -5.07% -7.62% 7.69%
2005 3.60% -- -- --

Rank in Category (By Total Return)

YTD 31
1-Month 42
3-Month 37
1-Year 25
3-Year 42
5-Year 47

Load Adjusted Returns

1-Year 31.11%
3-Year -3.65%
5-Year 7.97%
10-Year 9.36%

Performance & Risk

YTD Return 22.09%
5y Average Return 10.52%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Federated
Net Assets 497.81M
YTD Return 12.39%
Yield 0.00%
Morningstar Rating
Inception Date Sep 15, 2005

Fund Summary

The fund invests primarily in the common stock of small U.S. companies. Its investment adviser's ("Adviser") investment strategy utilizes a small capitalization growth approach by selecting most of its investments from companies listed in the Russell 2000® Growth Index. The fund will invest its assets so that at least 80% of its net assets (plus any borrowing for investment purposes) are invested in investments in small companies. The fund's manager considers a small company to be a company of a size similar to companies listed on the Russell 2000® Growth Index.

Related Tickers

RYGBX Rydex Government Long Bd 1.2x Strat Inv
22.05
+3.04%
 
UMPSX ProFunds UltraMid Cap Fund
61.50
+2.91%
 
UMPIX ProFunds UltraMid Cap Fund
80.15
+2.90%
 
BREFX Baron Real Estate Retail
42.07
+2.71%
 
BREUX Baron Real Estate R6
43.41
+2.70%
 
BREIX Baron Real Estate Institutional
43.42
+2.70%
 
FSHOX Fidelity Select Construction & Housing
138.58
+2.66%
 
TVRVX Third Avenue Real Estate Value Fund
26.15
+2.63%
 
TARZX Third Avenue Real Estate Value Z
26.22
+2.62%
 
TAREX Third Avenue Real Estate Value Instl
26.29
+2.62%
 
FSRPX Fidelity Select Retailing
21.76
+2.50%
 
HIMDX Hennessy Cornerstone Mid Cap 30 Instl
30.56
+2.38%
 
HFMDX Hennessy Cornerstone Mid Cap 30 Inv
28.92
+2.34%
 
RYAHX Rydex Mid-Cap 1.5x Strategy A
150.27
+2.17%
 
RYMDX Rydex Mid-Cap 1.5x Strategy H
150.96
+2.17%
 
PZISX Pzena Small Cap Value Institutional
16.56
+2.16%
 
PZVSX Pzena Small Cap Value Investor
16.38
+2.12%
 
BIPIX ProFunds Biotechnology UltraSector Fund
66.50
+2.12%
 
BIPSX ProFunds Biotechnology UltraSector Fund
41.62
+2.11%
 
PXSGX Virtus KAR Small-Cap Growth I
40.43
+2.04%
 
CVVRX Columbia Small Cap Value I Adv
57.92
+2.03%
 
SNWRX Easterly Snow Capital Small Cap Value Fund
68.51
+2.03%
 
SNWIX Easterly Snow Small Cap Value I
68.51
+2.03%
 
PSGAX Virtus KAR Small-Cap Growth A
38.36
+2.02%
 
PSGCX Virtus KAR Small-Cap Growth C
30.31
+2.02%
 
SNWAX Easterly Snow Small Cap Value A
66.25
+2.02%
 
FAMDX FAM Small Cap Institutional
30.44
+1.98%
 
RYCYX Rydex Dow 2x Strategy C
160.48
+1.97%
 
RYLDX Rydex Dow 2x Strategy A
192.98
+1.97%
 
FAMFX FAM Small Cap Investor
30.09
+1.97%
 
RYCVX Rydex Dow 2x Strategy H
192.18
+1.96%
 
SSSFX SouthernSun Small Cap, N
30.71
+1.96%
 
SSSIX SouthernSun Small Cap, I
31.91
+1.95%
 
UDPIX ProFunds Ultra Dow 30 ProFund
89.79
+1.93%
 
WBVNX William Blair Small Cap Value N
33.54
+1.88%
 
WBVRX William Blair Small Cap Value R6
33.59
+1.88%
 
FSHCX Fidelity Select Health Care Svcs Port
126.46
+1.87%
 
VTSIX Vanguard Tax-Managed Small Cap I
103.65
+1.80%
 
VTMSX Vanguard Tax-Managed Small Cap Adm
103.41
+1.79%
 
VKSAX Virtus KAR Small-Mid Cap Core A
21.75
+1.78%
 
APDDX Artisan Global Discovery Fund
22.03
+1.76%
 
DNDGX Dunham Small Cap Growth Fund
21.24
+1.68%
 
RYAVX Rydex S&P MidCap 400 Pure Value H
83.68
+1.75%
 
ERASX Eaton Vance Atlanta Capital SMID-Cap Fund
47.09
+1.75%
 
ERSMX Eaton Vance Atlanta Capital SMID-Cap Fund
36.65
+1.75%
 
VKSIX Virtus KAR Small-Mid Cap Core I
22.11
+1.75%
 
RYMVX Rydex S&P MidCap 400 Pure Value A
83.82
+1.75%
 
EISMX Eaton Vance Atlanta Capital SMID-Cap I
46.57
+1.75%
 
EAASX Eaton Vance Atlanta Capital SMID-Cap Fund
39.03
+1.75%
 
ECASX Eaton Vance Atlanta Capital SMID-Cap C
32.09
+1.74%
 
APHDX Artisan Global Discovery Fund
22.21
+1.74%
 
VKSRX Virtus KAR Small-Mid Cap Core R6
22.21
+1.74%
 
FZAOX Fidelity Advisor Small Cap Z
40.34
+1.74%
 
RYMMX Rydex S&P MidCap 400 Pure Value C
67.84
+1.74%
 
DADGX Dunham Small Cap Growth A
19.44
+1.73%
 
PFSLX Paradigm Select Fund
85.53
+1.72%
 
WASMX Boston Trust Walden SMID Cap
27.17
+1.72%
 
APFDX Artisan Global Discovery Fund
21.93
+1.72%
 
QISCX Federated Hermes MDT Small Cap Core IS
28.61
+1.71%
 
QLSCX Federated Hermes MDT Small Cap Core R6
28.63
+1.71%
 
BUISX Buffalo Small Cap Growth Institutional
16.14
+1.70%
 
AXVNX Acclivity Small Cap Value N
21.69
+1.69%
 
CCALX Conestoga Small Cap Institutional
86.85
+1.69%
 
NALFX New Alternatives A
65.89
+1.68%
 
QASCX Federated Hermes MDT Small Cap Core A
27.24
+1.68%
 
CCASX Conestoga Small Cap Investors
84.81
+1.68%
 
HICGX Hennessy Cornerstone Growth Inst
41.26
+1.68%
 
LCMGX Lord Abbett Micro Cap Growth Fund
21.87
+1.67%
 
WBSRX William Blair Small Cap Growth R6
41.04
+1.66%
 
AXVIX Acclivity Small Cap Value I
21.45
+1.66%
 
LAMGX Lord Abbett Micro Cap Growth A
18.44
+1.65%
 
FCDAX Fidelity Stock Selector Small Cap Fund
40.59
+1.65%
 
HFCGX Hennessy Cornerstone Growth Investor
39.42
+1.65%
 
OSCAX Invesco Main Street Small Cap A
25.28
+1.65%
 
LMIYX Lord Abbett Micro Cap Growth I
22.82
+1.65%
 
LFMGX Lord Abbett Micro Cap Growth F
22.82
+1.65%
 
WBSIX William Blair Small Cap Growth I
40.87
+1.64%
 
VSTCX Vanguard Strategic Small-Cap Equity Inv
47.10
+1.64%
 
QISGX Federated Hermes MDT Small Cap Growth IS
29.75
+1.64%
 
FDSCX Fidelity Stock Selector Small Cap
42.15
+1.64%
 
PZIMX Pzena Mid Cap Value Instl
15.50
+1.64%
 
TSCGX Thrivent Small Cap Growth S
19.86
+1.64%
 
FCDCX Fidelity Stock Selector Small Cap Fund
34.76
+1.64%
 
WBSNX William Blair Small Cap Growth N
34.19
+1.63%
 
FCDTX Fidelity Stock Selector Small Cap Fund
38.59
+1.63%
 
MNSQX Invesco Main Street Small Cap R5
25.54
+1.63%
 
FSSZX Fidelity Advisor Stock Selector Sm Cp Z
42.39
+1.63%
 
FCDIX Fidelity Stock Selector Small Cap Fund
42.41
+1.63%
 
OSCYX Invesco Main Street Small Cap Y
25.64
+1.63%
 
OSSIX Invesco Main Street Small Cap R6
25.77
+1.62%
 
PKSCX Virtus KAR Small-Cap Core C
43.44
+1.61%
 
NRGEX Neuberger Berman Genesis Fund
75.09
+1.61%
 
ANOAX American Century Small Cap Growth A
21.50
+1.61%
 
NRGSX Neuberger Berman Genesis Fund
74.63
+1.61%
 
NBGIX Neuberger Berman Genesis Instl
74.64
+1.61%
 
GTSCX Glenmede Small Cap Equity Instl
39.89
+1.60%
 
PKSFX Virtus KAR Small-Cap Core I
64.62
+1.60%
 
DSCPX Davenport Small Cap Focus Fund
19.09
+1.60%
 
PKSAX Virtus KAR Small-Cap Core A
59.23
+1.60%