FHCBX Mutual Fund

FHCBX Mutual Fund (Federated Hermes Conservative Microshort Fund Class A) is managed by Federated Hermes with $19.4M in net assets. FHCBX expense ratio is 0.40%, holding 109 positions across sectors including Financials, Energy, Utilities. Inception date: 2024-10-29.

FHCBX performance shows a YTD return of 1.02%. The 1-year return is 4.06% and the 5-year return is 3.74%. FHCBX dividend yield stands at 2.72%, paid monthly.

FHCBX top holdings include Bought COP Sold USD 20260409 (5.0%), Fgold 15Yr Giant 2 01/01/2029 (5.0%), Currency Contract - KRW (5.0%), S+P 500 Index 4/27/2026 (5.0%), Standard Chartered 10 (4.0%). Go to all FHCBX holdings, FHCBX sectors, or FHCBX dividends.

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