FHERX Mutual Fund

FHERX Mutual Fund (Federated Hermes SDG Engagement Equity Fund Class R6) is managed by Federated Hermes with $192,821.76 in net assets. FHERX expense ratio is 0.89%, holding 67 positions across sectors including Industrials, Health Care, Financials. Inception date: 2021-06-11.

FHERX performance shows a YTD return of 8.64%. The 1-year return is 5.78% and the 5-year return is 2.86%. FHERX dividend yield stands at 3.57%.

FHERX top holdings include West Pharmaceutical Services Inc (3.0%), Wintrust Financial Corp (3.0%), Steris Plc (2.6%), Credicorp Ltd - Common (2.6%), Viscofan Sa (2.6%). Go to all FHERX holdings, FHERX sectors, or FHERX dividends.

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