Federated Hermes Smid Fund Fundamentals
| FHUMX Fund | USD 12.66 1.40 0.68% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Federated Hermes' long-term financial health and intrinsic value.
Federated |
Federated Hermes Smid Mutual Fund Minimum Initial Investment Analysis
Federated Hermes' Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current Federated Hermes Minimum Initial Investment | 1000 K |
Most of Federated Hermes' fundamental indicators, such as Minimum Initial Investment, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Federated Hermes Smid is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
| Competition |
Based on the recorded statements, Federated Hermes Smid has a Minimum Initial Investment of 1000 K. This is much higher than that of the Federated family and significantly higher than that of the Mid-Cap Blend category. The minimum initial investment for all United States funds is notably lower than that of the firm.
Federated Hermes Smid Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Federated Hermes's current stock value. Our valuation model uses many indicators to compare Federated Hermes value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Federated Hermes competition to find correlations between indicators driving Federated Hermes's intrinsic value. More Info.Federated Hermes Smid is one of the top funds in annual yield among similar funds. It also is one of the top funds in net asset among similar funds making up about 4,183,897,000 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Federated Hermes' earnings, one of the primary drivers of an investment's value.Federated Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Federated Hermes' direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Federated Hermes could also be used in its relative valuation, which is a method of valuing Federated Hermes by comparing valuation metrics of similar companies.Federated Hermes is currently under evaluation in minimum initial investment among similar funds.
Fund Asset Allocation for Federated Hermes
The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides Federated Hermes' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Federated Fundamentals
| Total Asset | 3.96 M | |||
| Annual Yield | 0 % | |||
| Net Asset | 4.18 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.01 | |||
| Equity Positions Weight | 100.00 % |
About Federated Hermes Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Federated Hermes Smid's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Federated Hermes using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Federated Hermes Smid based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund pursues its objective by investing primarily in equity andor equity-related securities of small and mid-capitalization companies that are quoted or traded on regulated markets worldwide as well as component securities of the Russell 2500 Index. Federated Hermes is traded on NASDAQ Exchange in the United States.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
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