$34.18—Stale · unknown old
NASDAQ • Last print unknown ago
$34.18—Stale · unknown old
Federated Hermes MDT Small Cap Growth Fund (QASGX) focuses on investing in small-cap growth companies, primarily in the U.S. market. The fund's competitive position is strengthened by its experienced management team and a disciplined investment process that emphasizes fundamental analysis and long-term growth potential.
The fund generates revenue primarily through management fees based on AUM, which are typically charged as a percentage of the total assets managed. Performance fees are earned when the fund outperforms a specified benchmark, providing an incentive for the management team to achieve superior returns.
Changes in AUM driven by inflows/outflows from investors
Performance relative to benchmark indices
Market sentiment towards small-cap stocks
Interest rate movements affecting investor appetite for equities
Increased regulatory scrutiny in the asset management industry
Technological disruption from robo-advisors and fintech innovations
Intensifying competition from low-cost index funds and ETFs
Market share loss to larger asset managers with greater resources
Liquidity risk associated with potential redemption requests from investors
Limited financial flexibility due to reliance on management fees
high - The fund's performance is closely tied to the economic cycle, as small-cap stocks tend to outperform during economic expansions and underperform during downturns.
Rising interest rates can lead to increased borrowing costs for small-cap companies, potentially dampening growth and affecting the fund's performance. Additionally, higher rates may make fixed-income investments more attractive compared to equities.
minimal - The fund is not directly credit-dependent, but broader credit conditions can influence investor sentiment and capital flows.
growth - The fund appeals to growth-oriented investors seeking exposure to small-cap equities with high growth potential.
high - The fund's focus on small-cap stocks typically results in higher volatility compared to large-cap funds.