Federated Hermes U.S. SMID Fund Institutional Shares
FHUMX
NASDAQ
| Weiss Ratings | FHUMX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FHUMX-NASDAQ | Click to Compare |
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| Provider | Federated | |||
| Manager/Tenure (Years) | Henry Biddle (5), Michael Russell (5), Mark Sherlock (5) | |||
| Website | http://www.federatedinvestors.com | |||
| Fund Information | FHUMX-NASDAQ | Click to Compare |
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| Fund Name | Federated Hermes U.S. SMID Fund Institutional Shares | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jul 02, 2020 | |||
| 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 | FHUMX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.09% | |||
| Dividend | FHUMX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.77% | |||
| Asset Allocation | FHUMX-NASDAQ | Click to Compare |
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| Cash | 0.00% | |||
| Stock | 100.00% | |||
| U.S. Stock | 95.61% | |||
| Non-U.S. Stock | 4.39% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | FHUMX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.12% | |||
| 30-Day Total Return | 1.72% | |||
| 60-Day Total Return | 3.65% | |||
| 90-Day Total Return | 7.94% | |||
| Year to Date Total Return | 2.58% | |||
| 1-Year Total Return | 3.24% | |||
| 2-Year Total Return | 27.80% | |||
| 3-Year Total Return | 50.19% | |||
| 5-Year Total Return | 78.57% | |||
| Price | FHUMX-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 | FHUMX-NASDAQ | Click to Compare |
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| Nav | $15.89 | |||
| 1-Month Low NAV | $15.65 | |||
| 1-Month High NAV | $16.20 | |||
| 52-Week Low NAV | $12.33 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.64 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | FHUMX-NASDAQ | Click to Compare |
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| Beta | 0.96 | |||
| Standard Deviation | 19.99 | |||
| Balance Sheet | FHUMX-NASDAQ | Click to Compare |
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| Total Assets | 4.77M | |||
| Operating Ratios | FHUMX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.83% | |||
| Turnover Ratio | 22.00% | |||
| Performance | FHUMX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 21.77% | |||
| Last Bear Market Total Return | -14.17% | |||