Federated Hermes MDT Small Cap Growth Fund (QISGX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with QISGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QISGX
QISGX charges 0.89% annually. There are 38 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | QISGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | QISGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | QISGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | QISGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | QISGX vs VISGX |
Best Risk-Adjusted Alternatives to QISGX
QISGX has a PortfoliosLab risk / return rank of 71. There are 10 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | QISGX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | QISGX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | QISGX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | QISGX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | QISGX vs NESGX |
Top Performing QISGX Alternatives (YTD)
QISGX is at 18.99% YTD. There are 45 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | QISGX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | QISGX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | QISGX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | QISGX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 31.89% | — | Sep 2001 | QISGX vs NEAGX |
Lowest Volatility Alternatives to QISGX
QISGX has 21.63% 1-year volatility. There are 84 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | QISGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | QISGX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | QISGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | QISGX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | QISGX vs ETEGX |
Lowest Drawdown Alternatives to QISGX
QISGX has a 1-year max drawdown of -13.23%. There are 64 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | QISGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | QISGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | QISGX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | QISGX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | QISGX vs SGPIX |
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 | QISGX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 16 | 2.55% | — | Sep 2005 | QISGX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 54 | 4.61% | — | Sep 2008 | QISGX vs QAMNX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 53 | 8.33% | — | Oct 2002 | QISGX vs QIACX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 14 | 8.01% | — | Feb 1986 | QISGX vs KAUFX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 74 | 0.96% | — | Dec 2008 | QISGX vs FHYSX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | -0.82% | — | Aug 1984 | QISGX vs FGSAX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 59 | 1.32% | — | Aug 1984 | QISGX vs FHYTX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 64 | 0.85% | — | Nov 2002 | QISGX vs FIHBX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -6.07% | — | Dec 1995 | QISGX vs BEARX |
Often Compared With QISGX
Investors most often compare QISGX with TILIX, MAGKX, FGROX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare QISGX with Any Fund or Stock
Compare QISGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QISGX with funds that move differently
Federated Hermes MDT Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QISGX.
Explore QISGX Diversifiers