Federated Hermes SDG Engagement Equity Fund Class A Shares
FHEQX
NASDAQ
| Weiss Ratings | FHEQX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FHEQX-NASDAQ | Click to Compare |
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| Provider | Federated | |||
| Manager/Tenure (Years) | Hamish Galpin (6) | |||
| Website | http://www.federatedinvestors.com | |||
| Fund Information | FHEQX-NASDAQ | Click to Compare |
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| Fund Name | Federated Hermes SDG Engagement Equity Fund Class A Shares | |||
| Category | Global Small/Mid Stock | |||
| Sub-Category | Global Equity Mid/Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 06, 2019 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,500.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | FHEQX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.99% | |||
| Dividend | FHEQX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.15% | |||
| Asset Allocation | FHEQX-NASDAQ | Click to Compare |
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| Cash | 0.00% | |||
| Stock | 98.77% | |||
| U.S. Stock | 54.75% | |||
| Non-U.S. Stock | 44.02% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 1.23% | |||
| Price History | FHEQX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -3.09% | |||
| 30-Day Total Return | -3.09% | |||
| 60-Day Total Return | -5.03% | |||
| 90-Day Total Return | -1.78% | |||
| Year to Date Total Return | 1.39% | |||
| 1-Year Total Return | -0.33% | |||
| 2-Year Total Return | 18.06% | |||
| 3-Year Total Return | 28.76% | |||
| 5-Year Total Return | 32.94% | |||
| Price | FHEQX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FHEQX-NASDAQ | Click to Compare |
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| Nav | $13.76 | |||
| 1-Month Low NAV | $13.63 | |||
| 1-Month High NAV | $14.20 | |||
| 52-Week Low NAV | $11.22 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.69 | |||
| 52-Week High Price (Date) | Aug 22, 2025 | |||
| Beta / Standard Deviation | FHEQX-NASDAQ | Click to Compare |
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| Beta | 1.18 | |||
| Standard Deviation | 16.77 | |||
| Balance Sheet | FHEQX-NASDAQ | Click to Compare |
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| Total Assets | 101.20M | |||
| Operating Ratios | FHEQX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.19% | |||
| Turnover Ratio | 19.00% | |||
| Performance | FHEQX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 6.86% | |||
| Last Bear Market Total Return | -14.19% | |||