Morningstar

Federated Hermes SDG Engagement Equity Fund Institutional Shares FHESX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 15.05  /  −0.66 %
  • Total Assets 18.3M
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.930%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Small/Mid Stock
  • Investment Style Mid Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.91%
  • Turnover 24%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FHESX

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

  • People Pillar

    The People Pillar is our evaluation of the FHESX 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 FHESX’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 IS 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
Rated on Published on

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Portfolio Holdings FHESX

More FHESX Holdings
  • 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

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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

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