FHCBX Mutual Fund

FHCBX Mutual Fund (Federated Hermes Conservative Microshort Fund Class A) is managed by Federated Hermes with $21.3M in net assets. FHCBX expense ratio is 0.40%, holding 122 positions across sectors including Financials, Utilities, Materials. Inception date: 2024-10-29.

FHCBX performance shows a YTD return of 2.35%. The 1-year return is 3.93% and the 5-year return is 3.74%. FHCBX dividend yield stands at 3.37%, paid monthly.

FHCBX top holdings include Standard Chartered 10 Stand Chartered 10 3.84 (16.2%), Mitsubishi 9 Repo 3.77 07/01/2026 (5.0%), Soc Gen Ny 6 Repo 3.72 07/01/2026 (5.0%), Bnp Bank Repo A3 Bnp Repo A3 3.66 07/01/2026 (5.0%), Energy Transfer Lp 0% Cp 01/07/2026 (3.3%). 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.