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.

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 30.27%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

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

Risk Statistics

3 Years 5 Years 10 Years
QLSCXCategory AverageQLSCXCategory AverageQLSCXCategory Average
Alpha -7.91 -0.09 -2.8 -0.06 -4.75 -0.06
BETA 1.17 0.01 1.12 0.01 1.22 0.01
Mean Annual Return 0.53 0.01 1.22 0.01 0.87 0.01
R-squared 69.16 0.83 68.74 0.77 73.67 0.78
Standard Deviation 22.94 0.26 21.8 0.21 21.78 0.19
Sharpe Ratio 0.07 0 0.54 0.01 0.39 0.01
Treynor Ratio -0.73 0.08 9.13 0.1 5.24 0.09

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