Federated Hermes Sdg Fund Quote
| FHESX Fund | USD 14.53 0.13 0.89% |
Performance1 of 100
| Odds Of DistressLess than 23
|
Federated Hermes is trading at 14.53 as of the 12th of December 2024; that is 0.89 percent down since the beginning of the trading day. The fund's open price was 14.66. Federated Hermes has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of December 2022 and ending today, the 12th of December 2024. Click here to learn more.
The sub-adviser pursues the fund investment objective of long-term capital appreciation alongside positive societal impact by investing, normally, at least 80 percent of its net assets in equity securities. The funds investment adviser or sub-adviser anticipates that the fund will be primarily invested in equity securities and equity-related securities of small- and mid-capitalization companies in both the United States and foreign markets .. More on Federated Hermes Sdg
Moving together with Federated Mutual Fund
Federated Mutual Fund Highlights
| Fund Concentration | Federated Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, Federated, Large, World Small/Mid Stock (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of December 2022 |
| Fiscal Year End | October |
Federated Hermes Sdg [FHESX] is traded in USA and was established 12th of December 2024. Federated Hermes is listed under Federated category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of Federated family. This fund currently has accumulated 96.53 M in assets under management (AUM) with minimum initial investment of 1000 K. Federated Hermes Sdg is currently producing year-to-date (YTD) return of 8.09% with the current yeild of 0.01%, while the total return for the last 3 years was 2.77%.
Check Federated Hermes Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Federated Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Federated Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Federated Hermes Sdg Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Federated Hermes Sdg Mutual Fund Constituents
| WWD | Woodward | Stock | Industrials | |
| AMN | AMN Healthcare Services | Stock | Health Care | |
| ATR | AptarGroup | Stock | Materials | |
| BC | Brunswick | Stock | Consumer Discretionary | |
| CLH | Clean Harbors | Stock | Industrials | |
| COO | The Cooper Companies, | Stock | Health Care | |
| LNT | Alliant Energy Corp | Stock | Utilities | |
| RPM | RPM International | Stock | Materials |
Federated Hermes Sdg Risk Profiles
| Mean Deviation | 0.5957 | |||
| Semi Deviation | 0.6224 | |||
| Standard Deviation | 0.7594 | |||
| Variance | 0.5766 |
Federated Hermes Against Markets
Other Information on Investing in Federated Mutual Fund
Federated Hermes financial ratios help investors to determine whether Federated Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Federated with respect to the benefits of owning Federated Hermes security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |