Federated Hermes promoted Eric Triplett to comanager of Federated Hermes Clover Small Value on Nov. 30, 2023, joining longtime manager Steve Gutch. The move is merely a formality and reflects Triplett’s increased workload and responsibility over the past few years. He joined the firm in 2015 and was promoted to associate portfolio manager in 2022, so the title change doesn't come as a surprise. The mutual fund’s Morningstar Medalist Rating remains Neutral.
Federated Hermes Clover Small Value C VSFCX
- NAV / 1-Day Return 21.17 / −0.09 %
- Total Assets 175.1 Mil
-
Adj. Expense Ratio
1.960%
- Expense Ratio 1.960%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 1,500
- Status Open
- TTM Yield 0.49%
- Turnover 92%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0
Morningstar’s Analysis VSFCX
Will VSFCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Meritage Homes Corp | 2.41 | 4.8 Mil | Consumer Cyclical |
Wintrust Financial Corp | 2.38 | 4.7 Mil | Financial Services |
PennyMac Financial Services Inc Class A | 2.37 | 4.7 Mil | Financial Services |
ALLETE Inc | 2.33 | 4.6 Mil | Utilities |
SouthState Corp | 2.25 | 4.5 Mil | Financial Services |
Kite Realty Group Trust | 2.25 | 4.5 Mil | Real Estate |
Old National Bancorp | 2.24 | 4.5 Mil | Financial Services |
Stag Industrial Inc | 2.14 | 4.3 Mil | Real Estate |
F N B Corp | 2.07 | 4.1 Mil | Financial Services |
Cadence Bank | 2.06 | 4.1 Mil | Financial Services |