Federated Hermes SDG Engagement Equity Fund Institutional Shares
FHESX
NASDAQ
| Weiss Ratings | FHESX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FHESX-NASDAQ | Click to Compare |
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| Provider | Federated | |||
| Manager/Tenure (Years) | Hamish Galpin (7), Mark Sherlock (0) | |||
| Website | http://www.federatedinvestors.com | |||
| Fund Information | FHESX-NASDAQ | Click to Compare |
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| Fund Name | Federated Hermes SDG Engagement Equity Fund Institutional Shares | |||
| Category | Global Small/Mid Stock | |||
| Sub-Category | Global Equity Mid/Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 06, 2018 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FHESX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.94% | |||
| Dividend | FHESX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.82% | |||
| Asset Allocation | FHESX-NASDAQ | Click to Compare |
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| Cash | 0.00% | |||
| Stock | 98.15% | |||
| U.S. Stock | 58.16% | |||
| Non-U.S. Stock | 39.99% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 1.85% | |||
| Price History | FHESX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.29% | |||
| 30-Day Total Return | 4.87% | |||
| 60-Day Total Return | 8.55% | |||
| 90-Day Total Return | 9.63% | |||
| Year to Date Total Return | 8.55% | |||
| 1-Year Total Return | 18.11% | |||
| 2-Year Total Return | 12.09% | |||
| 3-Year Total Return | 26.33% | |||
| 5-Year Total Return | 25.67% | |||
| Price | FHESX-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 | FHESX-NASDAQ | Click to Compare |
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| Nav | $14.84 | |||
| 1-Month Low NAV | $14.19 | |||
| 1-Month High NAV | $14.91 | |||
| 52-Week Low NAV | $11.25 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.91 | |||
| 52-Week High Price (Date) | Feb 27, 2026 | |||
| Beta / Standard Deviation | FHESX-NASDAQ | Click to Compare |
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| Beta | 1.21 | |||
| Standard Deviation | 15.40 | |||
| Balance Sheet | FHESX-NASDAQ | Click to Compare |
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| Total Assets | 111.90M | |||
| Operating Ratios | FHESX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.94% | |||
| Turnover Ratio | 24.00% | |||
| Performance | FHESX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 7.06% | |||
| Last Bear Market Total Return | -14.17% | |||