FDERX Mutual Fund

FDERX Mutual Fund (Federated Hermes Strategic Dividend Growth Fund, Inc. Class R) is managed by Federated Hermes with $12.6M in net assets. FDERX expense ratio is 1.36%, holding 54 positions across sectors including Financials, Utilities, Consumer Staples. Inception date: 2013-01-25.

FDERX performance shows a YTD return of 11.29%. The 1-year return is 17.66% and the 5-year return is 8.53%. FDERX dividend yield stands at 23.13%, paid monthly.

FDERX top holdings include Darden Restaurants Inc. (3.4%), Paychex, Inc. (3.2%), Abbvie Inc. (3.2%), Bank of America Corp.: Financials (3.1%), Jpmorgan Chase (3.1%). Go to all FDERX holdings, FDERX sectors, or FDERX dividends.

FDERX can be compared against other funds. Use FDERX overlap to find shared positions, or FDERX vs another fund for a side-by-side view. FDERX alternatives are available via the screener, along with tax-loss harvesting opportunities.