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Federated Hermes Clover Small Value IS VSFIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Federated Hermes Investment Hub

Morningstar’s Analysis VSFIX

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

  • People Pillar

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

Federated Hermes Clover Small Value Promotes Associate Manager; Ratings Unchanged

null David Carey

David Carey

Analyst Note

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.

by David Carey
Published on

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