Federated Hermes MDT Small Cap Growth Fund Class C Shares (QCSGX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Federated Hermes MDT Small Cap Growth Fund Class C Shares (QCSGX) trades at $26.91. Federated Hermes MDT Small Cap Growth Fund Class C Shares (QCSGX) seeks long-term capital appreciation by investing primarily in small… Market cap: $643M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for QCSGX: QCSGX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates QCSGX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on QCSGX.
How is this calculated? →Federated Hermes MDT Small Cap Growth Fund Class C Shares (QCSGX) Financial Services Profile
Federated Hermes MDT Small Cap Growth Fund Class C Shares (QCSGX) offers investors exposure to small-cap U.S. growth stocks, primarily mirroring the Russell 2000® Growth Index. With a focus on long-term capital appreciation, the fund operates within the competitive asset management landscape, targeting investors seeking growth opportunities in smaller companies.
What Is the Investment Thesis for QCSGX?
QCSGX presents an investment opportunity for those seeking exposure to small-cap U.S. growth stocks. With a beta of 1.38, the fund exhibits higher volatility compared to the broader market. The fund's strategy of mirroring the Russell 2000® Growth Index provides a structured approach to small-cap investing. Key value drivers include the potential for capital appreciation from high-growth small-cap companies. A potential catalyst is continued innovation and expansion within the small-cap sector, driving earnings growth. However, investors should be aware of the potential risks associated with small-cap investing, including market volatility and liquidity concerns. The fund's success depends on the Adviser's ability to effectively select and manage investments within the Russell 2000® Growth Index.
Based on FMP financials and quantitative analysis
QCSGX Key Highlights
The fund invests primarily in the common stock of small U.S. companies.
- The fund's 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.
- The fund has a beta of 1.38, indicating higher volatility compared to the market.
Who Are QCSGX's Competitors?
QCSGX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BWBFX Baron WealthBuilder Fund Retail Shares | $22.75 | -1.04% | $574M | 44 |
| NVSCX Allspring Small Company Growth Admin | $32.77 | -1.50% | $541M | — |
| PXWGX Impax US Sustainable Economy Fund Investor Class | $29.14 | -0.68% | $645M | — |
| QISGX Federated Hermes MDT Small Cap Growth Fund Institutional Shares | $38.32 | -1.64% | $645M | — |
| RMT Royce Micro-Cap Trust, Inc. | $14.05 | -1.33% | $751M | 58 |
| NCDL Nuveen Churchill Direct Lending Corp. | $12.35 | +0.00% | $610M | 86 |
| SLRC SLR Investment Corp. | $12.58 | -1.18% | $686M | 92 |
| ACGP Associated Capital Group, Inc. | $33.45 | -0.06% | $698M | 67 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are QCSGX's Key Strengths?
Focus on small-cap growth stocks.
- Alignment with the Russell 2000® Growth Index.
- Experienced investment adviser (Adviser).
- Potential for high capital appreciation.
What Are QCSGX's Weaknesses?
Higher volatility compared to broader market (beta of 1.38).
- Dependence on the performance of the Russell 2000® Growth Index.
- Higher expense ratios associated with Class C shares.
- Susceptibility to small-cap market downturns.
What Could Drive QCSGX Stock Higher?
Continued innovation and growth within the small-cap sector.
- Potential for strategic partnerships and acquisitions among small-cap companies.
- Changes in the composition of the Russell 2000® Growth Index, introducing new investment opportunities.
- Increasing investor demand for small-cap exposure.
What Are the Key Risks for QCSGX?
Economic recession or market correction impacting small-cap stocks.
- Higher volatility associated with small-cap investing (beta of 1.38).
- Increased competition from other small-cap funds.
- Changes in regulatory environment affecting asset management.
- Liquidity risk associated with smaller companies.
What Are the Growth Opportunities for QCSGX?
- Increased Investor Demand for Small-Cap Exposure: The growing interest in small-cap stocks, driven by their potential for high growth, presents a significant opportunity for QCSGX. As investors seek diversification and higher returns, the demand for small-cap funds is expected to increase. The fund's focus on the Russell 2000® Growth Index positions it to capture a share of this growing market. This opportunity is ongoing and dependent on overall market sentiment towards small-cap equities.
- Technological Innovation in Small-Cap Companies: Small-cap companies are often at the forefront of technological innovation, driving growth and creating investment opportunities. QCSGX's focus on small-cap growth stocks allows it to capitalize on these emerging trends. By identifying and investing in innovative companies, the fund can generate significant returns. This opportunity is ongoing, as technological advancements continue to disrupt various industries.
- Expansion of the Russell 2000® Growth Index: The Russell 2000® Growth Index is a dynamic index that is regularly updated to reflect changes in the small-cap market. As new companies are added to the index, QCSGX has the opportunity to invest in these emerging growth stocks. This provides a continuous stream of new investment opportunities for the fund. This is an ongoing opportunity that is directly tied to the composition of the Russell 2000® Growth Index.
- Strategic Partnerships and Acquisitions: Small-cap companies often pursue strategic partnerships and acquisitions to accelerate growth and expand their market reach. QCSGX can benefit from these activities by investing in companies that are involved in successful partnerships or acquisitions. These events can drive stock prices higher and generate significant returns for the fund. This is an ongoing opportunity, as companies continuously seek ways to grow and improve their competitive position.
- Increased Focus on ESG Investing: Environmental, Social, and Governance (ESG) factors are becoming increasingly important to investors. QCSGX can attract investors by incorporating ESG considerations into its investment process. By investing in small-cap companies that demonstrate strong ESG performance, the fund can appeal to a growing segment of the market. This is an ongoing opportunity, as ESG investing continues to gain momentum.
What Are QCSGX's Competitive Advantages?
- Established track record in small-cap investing.
- Access to research and expertise from Federated Hermes.
- Diversified portfolio of small-cap growth stocks.
What Does QCSGX Do?
Federated Hermes MDT Small Cap Growth Fund Class C Shares (QCSGX) is an investment vehicle designed to provide long-term capital appreciation by investing primarily in the common stock of small U.S. companies. The fund's investment strategy, managed by its Adviser, employs a small capitalization growth approach, predominantly selecting investments from companies listed in the Russell 2000® Growth Index. This index serves as a benchmark for identifying suitable small-cap companies with growth potential. The fund commits to investing at least 80% of its net assets (plus any borrowing for investment purposes) in small companies, aligning its portfolio closely with the small-cap segment of the U.S. equity market. The fund's manager defines a small company as one with a size similar to those included in the Russell 2000® Growth Index, ensuring a consistent focus on the intended market capitalization range. By concentrating on small-cap growth stocks, QCSGX aims to capture the potential for higher growth rates often associated with smaller, emerging companies, while acknowledging the inherent risks and volatility associated with this segment of the market. The fund operates within the broader asset management industry, catering to investors seeking exposure to small-cap growth opportunities through a diversified and professionally managed investment vehicle.
What Products and Services Does QCSGX Offer?
- Invests primarily in the common stock of small U.S. companies.
- Employs a small capitalization growth approach.
- Selects investments from companies listed in the Russell 2000® Growth Index.
- Allocates at least 80% of net assets to small companies.
- Aims for long-term capital appreciation.
- Manages a portfolio of small-cap growth stocks.
How Does QCSGX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- AUM is influenced by investment performance and investor inflows.
- Class C shares may have higher expense ratios compared to other share classes.
What Industry Does QCSGX Operate In?
QCSGX operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The fund focuses on the small-cap growth segment, which can offer higher growth potential but also carries greater risk. The competitive landscape includes other funds targeting small-cap stocks, such as BWBFX, NVSCX, PXWGX, QISGX, and RMT. Market trends indicate a growing interest in specialized investment strategies, including those focused on specific market segments like small-cap growth. The fund's performance is influenced by broader economic conditions, market sentiment, and the performance of the Russell 2000® Growth Index.
Who Are QCSGX's Key Customers?
- Individual investors seeking small-cap growth exposure.
- Institutional investors allocating to small-cap strategies.
- Financial advisors recommending investment funds to clients.
QCSGX Financials
Bull Case vs Bear Case
Bull Case
- Focus on small-cap growth stocks.
- Alignment with the Russell 2000® Growth Index.
- Experienced investment adviser (Adviser).
- Potential for high capital appreciation.
Bear Case
- Higher volatility compared to broader market (beta of 1.38).
- Dependence on the performance of the Russell 2000® Growth Index.
- Higher expense ratios associated with Class C shares.
- Susceptibility to small-cap market downturns.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
QCSGX Latest News
No recent news available for QCSGX.
QCSGX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for QCSGX.
Price Targets
Wall Street price target analysis for QCSGX.
QCSGX MoonshotScore
What does this score mean?
The MoonshotScore rates QCSGX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
QCSGX Financial Services Stock FAQ
What does Federated Hermes MDT Small Cap Growth Fund Class C Shares do?
Federated Hermes MDT Small Cap Growth Fund Class C Shares (QCSGX) is designed to provide investors with long-term capital appreciation by focusing on small-cap U.S. growth stocks. The fund primarily invests in companies listed within the Russell 2000® Growth Index, allocating at least 80% of its net assets to these smaller companies.
What are the main risks for QCSGX?
The primary risks associated with QCSGX stem from its focus on small-cap growth stocks. These companies are generally more volatile than larger, more established businesses, leading to potentially greater price fluctuations. Economic downturns or market corrections can disproportionately impact small-cap stocks, affecting the fund's performance. Additionally, liquidity can be a concern, as smaller companies may have lower trading volumes.
How does Federated Hermes MDT Small Cap Growth Fund Class C Shares make money in financial services?
Federated Hermes MDT Small Cap Growth Fund Class C Shares generates revenue primarily through management fees. These fees are calculated as a percentage of the fund's assets under management (AUM). The fund's AUM is influenced by two key factors: the investment performance of the fund and the net flow of investor capital into or out of the fund.
How sensitive is QCSGX to interest rate changes?
QCSGX's sensitivity to interest rate changes is indirect, as it primarily invests in small-cap growth stocks rather than fixed-income securities. However, interest rate changes can impact the overall economic environment and market sentiment, which can, in turn, affect the performance of small-cap companies. Rising interest rates can increase borrowing costs for these companies, potentially slowing their growth.
What are the key factors to evaluate for QCSGX?
Evaluate QCSGX on fundamentals, analyst consensus, and risk factors. QCSGX presents an investment opportunity for those seeking exposure to small-cap U.S. Not financial advice.
How frequently does QCSGX data refresh on this page?
QCSGX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven QCSGX's recent stock price performance?
Federated Hermes MDT Small Cap Growth Fund Class C Shares (QCSGX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on small-cap growth stocks. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider QCSGX overvalued or undervalued right now?
Federated Hermes MDT Small Cap Growth Fund Class C Shares (QCSGX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for QCSGX, limiting some insights.
- Reliance on provided data sources.