FHESX : Federated Hermes SDG Engagement Equity Fund Institutional Shares

FHESX is a Allocation Market Total World with MODERATE fees.

FHESX

Federated Hermes SDG Engagement Equity Fund Institutional Shares

FI Score

31 /100

Expense Ratio Rating

7 /10

Expense Rating

1 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

31% FI Score
  • fhesx
  • Mutual Fund
  • Allocation
  • Total World

Federated Hermes SDG Engagement Equity Fund Institutional Shares

Expenses: 0.94% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Fund Summary

The investment seeks to provide long term capital appreciation alongside positive societal impact. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities. The fund's investment adviser or sub-adviser anticipates that the fund will be primarily invested in equity securities and equity-related securities (such as depositary receipts) of small- and mid-capitalization companies in both the United States and foreign markets (including emerging markets). The fund may invest its assets in companies of all capitalizations.

Largest Holdings

Amount Holding
3.90% Yaoko Co Ltd
3.58% Steris PLC
3.55% RPM International Inc
3.54% West Pharmaceutical Services Inc
3.52% IMCD NV
3.40% Alliant Energy Corp
3.38% AptarGroup Inc
3.36% Techtronic Industries Co Ltd
3.12% AMN Healthcare Services Inc
3.08% The Cooper Companies Inc
2.75% Huhtamäki Oyj
2.70% Fortune Brands Home & Security Inc
2.65% Silicon Laboratories Inc
2.59% Shenzhen International Holdings Ltd
2.47% Horiba Ltd
2.38% Simpson Manufacturing Co Inc
2.37% Mapletree Industrial Trust
2.17% Nissan Chemical Corp
2.11% John Wiley & Sons Inc Class A
2.07% Clean Harbors Inc
1.92% Open House Co Ltd
1.85% Glanbia PLC
1.84% National Instruments Corp
1.83% Burckhardt Compression Holding AG
1.83% Brunswick Corp

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