Federated Hermes SDG Engagement Eq R6 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.
Federated Hermes SDG Engagement Equity Fund Class R6 Shares FHERX
- NAV / 1-Day Return 14.42 / −1.70 %
- Total Assets 89.8M
-
Adj. Expense Ratio
0.890%
- Expense Ratio 0.890%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Global Small/Mid Stock
- Investment Style Mid Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.95%
- Turnover 24%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:03 AM GMT+0
Morningstar’s Analysis FHERX
Will FHERX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FHERX 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 FHERX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Silicon Laboratories Inc | 3.74 | 4M | Technology |
nVent Electric PLC | 3.72 | 4M | Industrials |
Horiba Ltd | 3.30 | 3M | Technology |
Wintrust Financial Corp | 3.24 | 3M | Financial Services |
Reinsurance Group of America Inc | 2.90 | 3M | Financial Services |
Steris PLC | 2.67 | 3M | Healthcare |
AptarGroup Inc | 2.45 | 2M | Healthcare |
West Pharmaceutical Services Inc | 2.35 | 2M | Healthcare |
Credicorp Ltd | 2.32 | 2M | Financial Services |
Blue Zones Holdings Co Ltd | 2.29 | 2M | Consumer Defensive |
United States