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Federated Hermes MDT Small Cap Growth C (QCSGX)

19.57
+0.24
+(1.24%)
At close: 8:04:26 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 40.88%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 3

Performance & Risk

YTD Return -5.20%
5y Average Return 10.28%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
QCSGXCategory AverageQCSGXCategory AverageQCSGXCategory Average
Alpha -8.88 -0.02 -6.92 0.01 -5.79 -0.02
BETA 1.16 0.01 1.13 0.01 1.22 0.01
Mean Annual Return 0.44 0.02 0.88 0.02 0.79 0.01
R-squared 72.12 0.78 69.84 0.73 75.7 0.73
Standard Deviation 22.27 0.26 21.72 0.21 21.63 0.19
Sharpe Ratio 0.03 0.01 0.36 0.01 0.35 0.01
Treynor Ratio -1.55 0.15 5.11 0.17 4.4 0.11

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