Nasdaq - Delayed Quote USD
Federated Hermes MDT Small Cap Growth R6 (QLSGX)
25.80
-0.03
(-0.12%)
As of 8:09:26 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -8.28% |
| 5y Average Return | 9.69% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 9, 2025) | 29.88% |
| Worst 1Y Total Return (May 9, 2025) | -- |
| Best 3Y Total Return | 29.88% |
| Worst 3Y Total Return | -0.25% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
QLSGX
Category
- YTD
- -11.20%
- 12.40%
- 1-Month
- -0.04%
- 3.37%
- 3-Month
- -13.41%
- 4.88%
- 1-Year
- 3.69%
- 55.69%
- 3-Year
- 4.06%
- 19.34%
- 5-Year
- 9.80%
- 20.72%
- 10-Year
- 8.52%
- 13.98%
- Last Bull Market
- 25.32%
- 27.85%
- Last Bear Market
- -21.98%
- -24.06%
Annual Total Return (%) History
Year
QLSGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -11.16% | -- | -- | -- |
| 2024 | 6.58% | -3.55% | 11.08% | 1.26% |
| 2023 | 7.33% | 5.77% | -6.80% | 13.12% |
| 2022 | -11.04% | -21.98% | -2.71% | 6.24% |
| 2021 | 4.57% | 6.79% | 1.05% | 4.26% |
| 2020 | -28.70% | 33.76% | 4.48% | 30.35% |
| 2019 | 13.50% | 2.77% | -5.06% | 9.48% |
| 2018 | 3.66% | 8.29% | 8.37% | -22.91% |
| 2017 | 7.44% | 4.24% | 7.09% | 4.28% |
| 2016 | 12.77% | 5.27% | -- | -- |
Rank in Category (By Total Return)
| YTD | 51 |
| 1-Month | 31 |
| 3-Month | 34 |
| 1-Year | 25 |
| 3-Year | 47 |
| 5-Year | 36 |
Load Adjusted Returns
| 1-Year | 3.69% |
| 3-Year | 4.06% |
| 5-Year | 9.80% |
| 10-Year | 8.52% |
Performance & Risk
| YTD Return | -8.28% |
| 5y Average Return | 9.69% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Federated |
| Net Assets | 437.88M |
| YTD Return | -11.20% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jun 29, 2016 |
Fund Summary
The fund invests primarily in the common stock of small U.S. companies. Its investment adviser's ("Adviser") investment strategy utilizes a small capitalization growth approach by selecting most of its investments from companies listed in the Russell 2000® Growth Index. The fund will invest its assets so that at least 80% of its net assets (plus any borrowing for investment purposes) are invested in investments in small companies. The fund's manager considers a small company to be a company of a size similar to companies listed on the Russell 2000® Growth Index.
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