VSFSX Mutual Fund

VSFSX Mutual Fund (Federated Hermes MDT Small Cap Value Fund Class R6) is managed by Federated Hermes with $12.0M in net assets. VSFSX expense ratio is 0.82%, holding 202 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2016-03-29.

VSFSX performance shows a YTD return of 18.62%. The 1-year return is 28.15% and the 5-year return is 8.84%. VSFSX dividend yield stands at 3.15%, paid annually.

VSFSX 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 VSFSX holdings, VSFSX sectors, or VSFSX dividends.

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