VSFIX Mutual Fund
VSFIX Mutual Fund
VSFIX Mutual Fund
Federated Hermes MDT Small Cap Value Fund Institutional Class
VSFIX Mutual Fund Overview
VSFIX Mutual Fund (Federated Hermes MDT Small Cap Value Fund Institutional Class) is managed by Federated Hermes with $79.6M in net assets. VSFIX expense ratio is 0.89%, holding 207 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2009-03-16.
VSFIX performance shows a YTD return of 12.55%. The 1-year return is 15.52% and the 5-year return is 8.40%. VSFIX dividend yield stands at 1.17%.
VSFIX 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 VSFIX holdings, VSFIX sectors, or VSFIX dividends.
VSFIX can be compared against other funds. Use VSFIX overlap to find shared positions, or VSFIX vs another fund for a side-by-side view. VSFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.