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Morningstar

Federated Hermes Equity Income F LFEIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 21.45  /  1.08 %
  • Total Assets 785.0 Mil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.360%
  • Distribution Fee Level —
  • Share Class Type —
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 1.00%
  • Turnover 90%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis LFEIX

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

People Pillar

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

Summary

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Weakness in Federated Hermes Equity Income F's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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