Federated Hermes MDT Small Cap Core Fund (QISCX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with QISCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QISCX
QISCX charges 0.89% annually. There are 67 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | QISCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | QISCX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | QISCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | QISCX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | QISCX vs TISBX |
Best Risk-Adjusted Alternatives to QISCX
QISCX has a PortfoliosLab risk / return rank of 67. There are 102 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | QISCX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | QISCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | QISCX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | QISCX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | QISCX vs AUERX |
Top Performing QISCX Alternatives (YTD)
QISCX is at 17.93% YTD. There are 107 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | QISCX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | QISCX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | QISCX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | QISCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | QISCX vs WESCX |
Lowest Volatility Alternatives to QISCX
QISCX has 21.41% 1-year volatility. There are 165 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | QISCX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | QISCX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | QISCX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | QISCX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | QISCX vs FTHNX |
Lowest Drawdown Alternatives to QISCX
QISCX has a 1-year max drawdown of -13.48%. There are 165 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | QISCX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | QISCX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | QISCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | QISCX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | QISCX vs BIAUX |
Other Mutual Funds from Federated
The 10 most viewed Federated mutual funds shown here include SVAIX, QILGX, QAMNX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | Large Cap Value Equities | 94 | 15.85% | — | Mar 2005 | QISCX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 16 | 2.55% | — | Sep 2005 | QISCX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 54 | 4.61% | — | Sep 2008 | QISCX vs QAMNX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 53 | 8.33% | — | Oct 2002 | QISCX vs QIACX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 14 | 8.01% | — | Feb 1986 | QISCX vs KAUFX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 74 | 0.96% | — | Dec 2008 | QISCX vs FHYSX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | -0.82% | — | Aug 1984 | QISCX vs FGSAX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 59 | 1.32% | — | Aug 1984 | QISCX vs FHYTX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 64 | 0.85% | — | Nov 2002 | QISCX vs FIHBX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -6.07% | — | Dec 1995 | QISCX vs BEARX |
Often Compared With QISCX
Investors most often compare QISCX with FSSAX, DFFVX, VOO. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare QISCX with Any Fund or Stock
Compare QISCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QISCX with funds that move differently
Federated Hermes MDT Small Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QISCX.
Explore QISCX Diversifiers