VSFRX Mutual Fund

VSFRX Mutual Fund (Federated Hermes MDT Small Cap Value Fund Class R) is managed by Federated Hermes with $14.0M in net assets. VSFRX expense ratio is 1.23%, holding 202 positions across sectors including Financials, Industrials, Health Care. Inception date: 2010-12-01.

VSFRX performance shows a YTD return of 17.67%. The 1-year return is 27.61% and the 5-year return is 8.39%. VSFRX dividend yield stands at 2.97%, paid annually.

VSFRX 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 VSFRX holdings, VSFRX sectors, or VSFRX dividends.

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