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Morningstar

Federated Hermes US SMID Institutional FHUMX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 15.10  /  +0.47 %
  • Total Assets 4.4 Mil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.08%
  • Turnover 20%

USD | NAV as of May 07, 2024 | 1-Day Return as of May 07, 2024, 10:22 PM GMT+0

Morningstar’s Analysis FHUMX

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

  • People Pillar

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

Federated Hermes US SMID Institutional’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FHUMX

More FHUMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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A.O. Smith Corp

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