Morningstar

Federated Hermes SDG Engagement Equity Fund Class A Shares FHEQX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 15.51  /  −0.19 %
  • Total Assets 18.8M
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 0.72%
  • Turnover 24%

USD | NAV as of Aug 07, 2026 | 1-Day Return as of Aug 07, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FHEQX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Federated Hermes SDG Engagement Eq A 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
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Portfolio Holdings FHEQX

More FHEQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

nVent Electric PLC

3.45 657,748
Industrials

Horiba Ltd

3.33 635,062
Technology

Wintrust Financial Corp

3.19 608,968
Financial Services

West Pharmaceutical Services Inc

3.15 601,684
Healthcare

Reinsurance Group of America Inc

2.83 540,556
Financial Services

Comfort Systems USA Inc

2.63 501,433
Industrials

Crane Co

2.59 493,431
Industrials

Credicorp Ltd

2.50 478,015
Financial Services

Steris PLC

2.38 455,042
Healthcare

Viscofan SA

2.31 441,583
Consumer Cyclical

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