Morningstar

Federated Hermes Global SMID Equity Engagement Fund Class X USD Accumulating 42075

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 3.25  /  +0.42 %
  • Total Assets 580.7M
  • Adj. Expense Ratio
    —
  • Expense Ratio —
  • Distribution Fee Level Low
  • Share Class Type —
  • Category Global Small/Mid-Cap Equity
  • Investment Style Mid Growth
  • Min. Initial Investment 10M
  • Status Open
  • TTM Yield 0.00
  • Turnover —

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 2:34 PM GMT+0

Morningstar’s Analysis 42075

Will 42075 outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable 42075’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 42075 management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of 42075’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Federated Hermes Glb SMID Eq EgmtXUSDAcc holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings 42075

More 42075 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Molten Ventures Ord

3.22 20M
—

West Pharmaceutical Services Inc

3.15 19M
Healthcare

Wintrust Financial Corp

2.79 17M
Financial Services

nVent Electric PLC

2.68 16M
Industrials

Viscofan SA

2.64 16M
Consumer Cyclical

Merlin Properties SOCIMI SA

2.64 16M
Real Estate

Crane Co

2.58 16M
Industrials

Horiba Ltd

2.52 15M
Technology

Reinsurance Group of America Inc

2.51 15M
Financial Services

Ansell Ltd

2.49 15M
Healthcare

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