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Federated Hermes MDT Small Cap Growth R6 (QLSGX)

36.58 +1.13 (+3.19%)
At close: November 9 at 6:53:55 PM EST
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  • Previous Close 35.45
  • YTD Return 15.15%
  • Expense Ratio 0.88%
  • Category Small Growth
  • Last Cap Gain 30.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 837.05M
  • Beta (5Y Monthly) 1.37
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 92.00%
  • Last Dividend 0.01
  • Inception Date Sep 15, 2005

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.

Federated

Fund Family

Small Growth

Fund Category

837.05M

Net Assets

2005-09-15

Inception Date

Performance Overview

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Trailing returns as of 11/6/2026. Category is Small Growth.

YTD Return

QLSGX
15.15%
Category
12.40%

1-Year Return

QLSGX
14.30%
Category
55.69%

3-Year Return

QLSGX
24.39%
Category
19.34%

5-Year Return

QLSGX
5.72%
Category
20.72%

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