Morningstar

Federated Hermes MDT Small Cap Core Fund Class C QCSCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Federated Hermes Investment Hub

Morningstar’s Analysis QCSCX

Will QCSCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable QCSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the QCSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of QCSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Multiple alpha sources power this unique small-cap quant strategy.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Federated Hermes MDT Small Cap Core distinguishes itself with a machine-learning-driven quantitative process designed to tap multiple, evolving sources of alpha. Its Above Average Process rating reflects confidence in the strategy’s ability to effectively combine valuation, quality, and technical signals within a single, flexible framework. Its People rating remains Average. This strategy includes mutual fund and separately managed account vehicles.

by Drew Carter
Rated on Published on

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