Nasdaq - Delayed Quote USD
Federated Hermes MDT Small Cap Core IS (QISCX)
25.95
+0.49
+(1.92%)
At close: 8:04:21 PM EDT
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 | 46.16% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -3.21% |
| 5y Average Return | 11.61% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| QISCX | Category Average | QISCX | Category Average | QISCX | Category Average | |
| Alpha | -8.07 | -0.09 | -3.01 | -0.06 | -4.91 | -0.06 |
| BETA | 1.16 | 0.01 | 1.12 | 0.01 | 1.21 | 0.01 |
| Mean Annual Return | 0.7 | 0.01 | 1.23 | 0.01 | 0.9 | 0.01 |
| R-squared | 69.58 | 0.83 | 68.73 | 0.77 | 73.75 | 0.78 |
| Standard Deviation | 23.12 | 0.26 | 21.82 | 0.21 | 21.83 | 0.19 |
| Sharpe Ratio | 0.16 | 0 | 0.54 | 0.01 | 0.4 | 0.01 |
| Treynor Ratio | 1.07 | 0.08 | 9.16 | 0.1 | 5.57 | 0.09 |
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