FHESX Mutual Fund

FHESX Mutual Fund (Federated Hermes SDG Engagement Equity Fund Institutional Class) is managed by Federated Hermes with $17.9M in net assets. FHESX expense ratio is 0.94%, holding 59 positions across sectors including Industrials, Financials, Health Care. Inception date: 2018-11-06.

FHESX performance shows a YTD return of 10.53%. The 1-year return is 12.75% and the 5-year return is 2.93%. FHESX dividend yield stands at 0.95%, paid annually.

FHESX 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 FHESX holdings, FHESX sectors, or FHESX dividends.

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