Morningstar

Federated Hermes MDT Small Cap Value Fund Class C VSFCX

Morningstar Medalist Rating
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Medalist Rating as of See Federated Hermes Investment Hub
  • NAV / 1-Day Return $25.18  /  −0.44 %
  • Fund Size $161.5M
  • Adjusted Expense Ratio 1.960%
  • Net Expense Ratio 0.350%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Small Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $1,500
  • Investment Status Open
  • TTM Yield 0.38%
  • Turnover Ratio 59%
NAV and 1-Day Return as of

Morningstar’s Analysis VSFCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Federated Hermes MDT Small Cap Value C 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 VSFCX

More VSFCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federated Govt Oblg Pr Shares

2.26 4M
—

American Healthcare REIT Inc Ordinary Shares

2.19 4M
Real Estate

Penguin Solutions Inc

1.77 3M
Technology

Garrett Motion Inc Ordinary Shares - New

1.65 3M
Consumer Cyclical

Postal Realty Trust Inc

1.58 3M
Real Estate

CNO Financial Group Inc

1.56 3M
Financial Services

Byline Bancorp Inc

1.49 3M
Financial Services

Trustmark Corp

1.34 2M
Financial Services

Sphere Entertainment Co Ordinary Shares - Class A

1.32 2M
Communication Services

BankUnited Inc

1.26 2M
Financial Services

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