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Federated Hermes Clover Small Value IS VSFIX

Analyst rating as of | See Federated Investment Hub
  • NAV / 1-Day Return 25.12  /  1.31 %
  • Total Assets 219.7 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.890%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.39%
  • Turnover 94%

Morningstar’s Analysis VSFIX

Will VSFIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Heading in the right direction.

Associate Analyst

Summary

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After a disruptive merger in 2019, the team running Federated Hermes Clover Small Cap Value is now finding its footing, warranting an upgrade of its Morningstar Analyst Rating to Neutral from Negative for its priciest shares, while other shares remain Neutral.

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