VSFAX Mutual Fund

VSFAX Mutual Fund (Federated Hermes MDT Small Cap Value Fund Class A) is managed by Federated Hermes with $58.3M in net assets. VSFAX expense ratio is 1.14%, holding 202 positions across sectors including Financials, Industrials, Health Care. Inception date: 1996-02-28.

VSFAX performance shows a YTD return of 17.78%. The 1-year return is 27.71% and the 5-year return is 8.50%. VSFAX dividend yield stands at 2.93%, paid annually.

VSFAX top holdings include American Healthcare REIT Inc (2.6%), Federated Government Obligations Fund (1.9%), Cno Financial Group Inc (1.4%), Cnx Resources Corp (1.4%), Bankunited Inc (1.4%). Go to all VSFAX holdings, VSFAX sectors, or VSFAX dividends.

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