Federated Hermes MDT Small Cap Growth Fund Class C Shares (QCSGX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.38: the stock has moved about 38% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFederated Hermes MDT Small Cap Growth Fund Class C Shares (QCSGX) trades at $25.75. Federated Hermes MDT Small Cap Growth Fund Class C Shares (QCSGX) seeks long-term capital appreciation by investing primarily in small U.S. companies. Sector: Financials.
Price as of · 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.
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 | MoonshotScore |
|---|---|---|---|---|
| BWBFX Baron WealthBuilder Fund Retail Shares | $21.78 | +1.02% | $550M | — |
| NVSCX Allspring Small Company Growth Admin | $32.77 | -1.50% | $541M | — |
| PXWGX Impax US Sustainable Economy Fund Investor Class | $29.33 | +0.89% | $649M | — |
| QISGX Federated Hermes MDT Small Cap Growth Fund Institutional Shares | $36.72 | +0.91% | $618M | — |
| RMT Royce Micro-Cap Trust, Inc. | $13.60 | +1.42% | $727M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
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 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 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.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
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 · March 2026
QCSGX Latest News
No recent news available for QCSGX.
QCSGX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for QCSGX.
Price Targets
Wall Street price target analysis for QCSGX.
QCSGX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for QCSGX; grades run from A+ (80-100) to F (below 30).
QCSGX Financials 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 do analysts say about QCSGX stock?
However, it is important to consider the fund's focus on small-cap growth stocks and its alignment with the Russell 2000® Growth Index. Key valuation metrics to monitor include the fund's expense ratio and its performance relative to its benchmark.
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.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Reliance on provided data sources.