Nasdaq - Delayed Quote USD

Federated Hermes MDT Small Cap Core R6 (QLSCX)

25.16
+0.16
+(0.64%)
As of 8:09:20 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -6.19%
5y Average Return 13.25%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (May 29, 2025) 30.27%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 30.27%
Worst 3Y Total Return 2.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QLSCX
Category
YTD
-11.45%
20.19%
1-Month
-2.02%
0.02%
3-Month
-13.98%
4.36%
1-Year
3.45%
60.18%
3-Year
3.86%
11.32%
5-Year
13.10%
13.88%
10-Year
8.38%
11.19%
Last Bull Market
25.35%
27.98%
Last Bear Market
-18.88%
-24.08%

Annual Total Return (%) History

Year
QLSCX
Category
2025
--
--
2024
14.83%
--
2023
20.58%
--
2022
-23.09%
--
2021
30.27%
--
2020
16.99%
10.99%
2019
18.06%
23.75%
2018
-11.57%
-12.72%

2017
15.64%
12.28%
2016
--
20.78%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.62% -- -- --
2024 5.50% -4.12% 12.70% 0.73%
2023 2.31% 5.01% -3.34% 16.12%
2022 -7.38% -18.88% -4.66% 7.36%
2021 11.79% 7.07% 1.50% 7.22%
2020 -33.15% 28.89% 2.31% 32.71%
2019 11.71% 1.36% -3.31% 7.83%
2018 -0.05% 7.85% 5.38% -22.14%
2017 1.93% 3.09% 6.84% 3.00%
2016 13.32% 11.10% -- --

Rank in Category (By Total Return)

YTD 59
1-Month 23
3-Month 60
1-Year 16
3-Year 48
5-Year 28

Load Adjusted Returns

1-Year 3.45%
3-Year 3.86%
5-Year 13.10%
10-Year 8.38%

Performance & Risk

YTD Return -6.19%
5y Average Return 13.25%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Federated
Net Assets 1.24B
YTD Return -11.45%
Yield 0.41%
Morningstar Rating
Inception Date Sep 15, 2005

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.

Related Tickers