FHESX Mutual Fund

FHESX Mutual Fund (Federated Hermes SDG Engagement Equity Fund Institutional Class) is managed by Federated Hermes with $17.5M in net assets. FHESX expense ratio is 0.94%, holding 59 positions across sectors including Industrials, Health Care, Materials. 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 3.51%. FHESX dividend yield stands at 0.95%, paid annually.

FHESX top holdings include Nvent Electric Plc Ordinary Shares (3.5%), Horiba Ltd (3.3%), Wintrust Financial Corp (3.2%), West Pharmaceutical Services Inc (3.1%), Reinsurance Group Of America Inc (2.8%). 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.