VSFAX Mutual Fund

VSFAX Mutual Fund (Federated Hermes MDT Small Cap Value Fund Class A) is managed by Federated Hermes with $53.6M in net assets. VSFAX expense ratio is 1.14%, holding 207 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1996-02-28.

VSFAX performance shows a YTD return of 12.37%. The 1-year return is 15.26% and the 5-year return is 8.12%. VSFAX dividend yield stands at 0.96%.

VSFAX top holdings include Federated Hermes Government Obligations Fund (2.3%), American Healthcare REIT Inc (2.3%), Penguin Solutions Inc Common Stock Usd.01 (1.9%), Garrett Motion Inc (1.6%), Postal Realty Trust Inc- A Common Stock (1.6%). Go to all VSFAX holdings, VSFAX sectors, or VSFAX dividends.

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