VSFRX Mutual Fund
VSFRX Mutual Fund
VSFRX Mutual Fund
Federated Hermes MDT Small Cap Value Fund Class R
VSFRX Mutual Fund Overview
VSFRX Mutual Fund (Federated Hermes MDT Small Cap Value Fund Class R) is managed by Federated Hermes with $13.3M in net assets. VSFRX expense ratio is 1.23%, holding 202 positions across sectors including Financials, Industrials, Information Technology. 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 Federated Hermes Government Obligations Fund (2.3%), American Healthcare REIT Inc (2.3%), Penguin Solutions Inc (1.9%), Garrett Motion Inc (1.6%), Postal Realty Trust Inc- A Common Stock (1.6%). 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.