FHERX Mutual Fund

FHERX Mutual Fund (Federated Hermes SDG Engagement Equity Fund Class R6) is managed by Federated Hermes with $198,786 in net assets. FHERX expense ratio is 0.89%, holding 59 positions across sectors including Industrials, Financials, Health Care. Inception date: 2021-06-11.

FHERX performance shows a YTD return of 9.87%. The 1-year return is 12.81% and the 5-year return is 2.99%. FHERX dividend yield stands at 0.95%, paid annually.

FHERX top holdings include Northern Venture Trust Plc Ordinary Shares (4.2%), Horiba Ltd (3.7%), Wintrust Financial Corp (3.3%), Reinsurance Group of America, Incorporated (2.8%), West Pharmaceutical Services Inc (2.6%). Go to all FHERX holdings, FHERX sectors, or FHERX dividends.

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