Morningstar

Federated Hermes Strategic Dividend Growth Fund, Inc - Class R Shares FDERX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 21.95  /  −0.09 %
  • Total Assets 755.7M
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.320%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.25%
  • Turnover 115%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FDERX

Will FDERX 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 FDERX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FDERX 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 FDERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Federated Hermes Strategic Div Gr R holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FDERX

More FDERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

3.49 26M
Financial Services

Darden Restaurants Inc

3.27 24M
Consumer Cyclical

Deutsche Telekom AG

3.12 23M
Communication Services

ConocoPhillips

3.08 23M
Energy

Paychex Inc

3.04 23M
Technology

Bank of America Corp

2.91 22M
Financial Services

Entergy Corp

2.87 21M
Utilities

Amgen Inc

2.67 20M
Healthcare

Abbott Laboratories

2.63 20M
Healthcare

Koninklijke KPN NV

2.61 19M
Communication Services

Sponsor Center