QISGX - Federated Hermes MDT Small Cap Growth Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Federated Hermes MDT Small Cap Growth Fund

Pittsburgh, PA 15237-7000

5800 Corporate Drive

Federated Mdt Series

Management Information
,Lead Manager since August 7, 2018
Mr. Zhang, Research Manager at Federated MDTA LLC (“MDT Advisers”), joined the MDT Adviser’s Investment Team in 2009. As Research Manager, he is responsible for ongoing evaluation and enhancement of the investment model, including software code design and development. Mr. Zhang received his A.B., Summa Cum Laude in Economics from Princeton University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Growth
Fund FamilyFederated
Net Assets545.41M
YTD Return5.46%
Morningstar Rating★★★
Inception DateSep 14, 2005

Fund Operations

Last Dividend0.01
Last Cap Gain-2.00
Holdings Turnover140.00%
Average for CategoryN/A

Fees & Expenses

ExpenseQISGXCategory Average
Annual Report Expense Ratio (net)0.89%1.21%
Prospectus Net Expense Ratio0.89%N/A
Prospectus Gross Expense Ratio1.07%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A