FHGIX : Federated Hermes Global Equity Fund Institutional Shares

FHGIX is a Allocation Market Total World with LOW fees.

FHGIX

Federated Hermes Global Equity Fund Institutional Shares

FI Score

34 /100

Expense Ratio Rating

8 /10

Expense Rating

3 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

34% FI Score
  • fhgix
  • Mutual Fund
  • Allocation
  • Total World

Federated Hermes Global Equity Fund Institutional Shares

Expenses: 0.74% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks to provide long-term capital appreciation. The fund pursues its investment objective of long-term capital appreciation by investing typically in large-cap equity securities of companies domiciled in, or that derive a large proportion of their revenue from, global developed and emerging markets. It will also invest in component securities of the MSCI All Country World Index or in securities of companies listed in the countries referenced in this index. The fund will generally allocate a substantial amount of its total assets to non-U.S. investments.

Largest Holdings

Amount Holding
3.50% Microsoft Corp
2.92% Amazon.com Inc
2.80% Apple Inc
2.72% Lonza Group Ltd
2.49% ASML Holding NV
2.21% Abbott Laboratories
2.20% Procter & Gamble Co
2.05% Visa Inc Class A
1.92% Thermo Fisher Scientific Inc
1.84% Accenture PLC Class A
1.81% Roche Holding AG Dividend Right Cert.
1.78% The Walt Disney Co
1.75% Novo Nordisk A/S B
1.68% TJX Companies Inc
1.66% Berkshire Hathaway Inc B
1.63% Alphabet Inc A
1.62% Amgen Inc
1.60% Nestle SA
1.60% The Travelers Companies Inc
1.56% Essity AB Class B
1.56% Verizon Communications Inc
1.55% American Water Works Co Inc
1.53% American Tower Corp
1.47% Baxter International Inc
1.46% Zoetis Inc Class A

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo