Federated Hermes MDT Small Cap Growth Fund Institutional Shares (QISGX) 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 18, 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 Institutional Shares (QISGX) trades at $36.72. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for QISGX: QISGX 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 Institutional Shares (QISGX) Financial Services Profile
Federated Hermes MDT Small Cap Growth Fund Institutional Shares (QISGX) targets capital appreciation by investing in small-cap U.S. growth companies, primarily those within the Russell 2000® Growth Index. With a focus on growth stocks, the fund offers investors exposure to emerging companies in diverse sectors, managed under Federated Hermes' investment strategy.
What Is the Investment Thesis for QISGX?
QISGX presents an investment opportunity for those seeking exposure to high-growth small-cap companies in the U.S. The fund's strategy of mirroring the Russell 2000® Growth Index provides a focused approach to capturing potential upside in this segment. Key value drivers include the fund's ability to identify and capitalize on emerging growth trends within the small-cap space. Catalysts for growth include continued innovation and expansion within the sectors represented in the Russell 2000® Growth Index. However, investors should be aware of the potential risks associated with small-cap investing, including higher volatility and sensitivity to economic downturns. The fund's beta of 1.38 suggests it is more volatile than the overall market.
Based on FMP financials and quantitative analysis
QISGX Key Highlights
The fund invests primarily in the common stock of small U.S. companies, providing exposure to a specific segment of the market.
- QISGX's investment strategy utilizes a small capitalization growth approach, focusing on companies with high growth potential.
- The fund selects most of its investments from companies listed in the Russell 2000® Growth Index, aligning its performance with this benchmark.
- At least 80% of the fund's net assets are invested in small companies, ensuring a focused approach to small-cap investing.
- The fund has a beta of 1.38, indicating higher volatility compared to the broader market, which can lead to potentially higher returns but also greater risk.
Who Are QISGX's Competitors?
QISGX 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 | — |
| CRMMX CRM Mid Cap Value Inv | $23.80 | +0.89% | $573M | — |
| NVSCX Allspring Small Company Growth Admin | $32.77 | -1.50% | $541M | — |
| PXWGX Impax US Sustainable Economy Fund Investor Class | $29.33 | +0.89% | $649M | — |
| QCSGX Federated Hermes MDT Small Cap Growth Fund Class C Shares | $25.75 | +0.90% | $615M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are QISGX's Key Strengths?
Focus on small-cap growth stocks.
- Alignment with the Russell 2000® Growth Index.
- Experienced management team at Federated Hermes.
- Diversified portfolio across various sectors.
What Are QISGX's Weaknesses?
Higher volatility compared to broader market indices (beta of 1.38).
- Sensitivity to economic downturns and market fluctuations.
- Dependence on the performance of small-cap companies.
- Potential for higher expenses compared to passive investment strategies.
What Are the Key Risks for QISGX?
Economic recession or market correction negatively impacting small-cap valuations.
- Rising interest rates and inflation reducing investor demand for growth stocks.
- Increased competition from other small-cap growth funds, leading to lower fees and margins.
- Regulatory changes affecting the asset management industry, increasing compliance costs.
What Are QISGX's Competitive Advantages?
- Established brand reputation of Federated Hermes.
- Experienced investment management team with expertise in small-cap investing.
- Access to proprietary research and data analysis tools.
- Established relationships with companies and industry experts.
What Does QISGX Do?
Federated Hermes MDT Small Cap Growth Fund Institutional Shares (QISGX) is a mutual fund managed by Federated Hermes, a well-established investment management firm. The fund's primary objective is to achieve long-term capital appreciation by investing predominantly in the common stock of small-sized companies located within the United States. The fund's investment strategy is centered around identifying and investing in companies included in the Russell 2000® Growth Index, which serves as a benchmark for small-cap growth stocks. The fund invests at least 80% of its net assets (plus any borrowing for investment purposes) 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. This approach allows the fund to focus on companies with high growth potential in various sectors of the U.S. economy. By concentrating on small-cap growth stocks, QISGX aims to deliver returns that outperform broader market indices over the long term. Federated Hermes leverages its expertise in investment management and research to identify promising investment opportunities within the small-cap universe, constructing a diversified portfolio designed to maximize returns while managing risk. The fund is available to institutional investors seeking exposure to the small-cap growth segment of the U.S. equity market.
What Products and Services Does QISGX 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.
- Invests at least 80% of net assets in small companies.
- Aims for long-term capital appreciation.
- Manages a diversified portfolio of small-cap growth stocks.
- Conducts research to identify promising investment opportunities.
How Does QISGX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Aims to outperform its benchmark, the Russell 2000® Growth Index, to attract and retain investors.
- Utilizes a team of investment professionals to research and select securities for the fund's portfolio.
What Industry Does QISGX Operate In?
QISGX operates within the asset management industry, specifically focusing on small-cap growth funds. The industry is characterized by intense competition among fund managers seeking to deliver superior returns to investors. Market trends include the increasing demand for specialized investment strategies and the growing popularity of passive investment vehicles. QISGX differentiates itself by actively managing a portfolio of small-cap growth stocks, primarily those within the Russell 2000® Growth Index. Competitors include other small-cap growth funds such as BWBFX, CRMMX, NVSCX, PXWGX, and QCSGX.
Who Are QISGX's Key Customers?
- Institutional investors seeking exposure to small-cap growth stocks.
- Pension funds looking for long-term capital appreciation.
- Endowments seeking diversified investment strategies.
- Other investment funds allocating capital to small-cap equities.
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
QISGX Financials
Bull Case vs Bear Case
Bull Case
- Focus on small-cap growth stocks.
- Alignment with the Russell 2000® Growth Index.
- Experienced management team at Federated Hermes.
- Diversified portfolio across various sectors.
Bear Case
- Higher volatility compared to broader market indices (beta of 1.38).
- Sensitivity to economic downturns and market fluctuations.
- Dependence on the performance of small-cap companies.
- Potential for higher expenses compared to passive investment strategies.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
QISGX Latest News
No recent news available for QISGX.
QISGX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for QISGX.
Price Targets
Wall Street price target analysis for QISGX.
QISGX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for QISGX; grades run from A+ (80-100) to F (below 30).
Common Questions About QISGX (Financials)
What does Federated Hermes MDT Small Cap Growth Fund Institutional Shares do?
Federated Hermes MDT Small Cap Growth Fund Institutional Shares (QISGX) is a mutual fund that invests primarily in the common stock of small U.S. companies. The fund employs a small capitalization growth approach, selecting most of its investments from companies listed in the Russell 2000® Growth Index.
What are the main risks for QISGX?
The main risks for QISGX are inherent in its focus on small-cap growth stocks. Small-cap companies are generally more volatile and sensitive to economic downturns than larger, more established companies.
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.
- Information is based on publicly available sources and may not be exhaustive.