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Federated Hermes Clover Small Value IS VSFIX

Analyst rating as of
NAV / 1-Day Return
25.92  /  1.56 %
Total Assets
193.4 Mil
Adj. Expense Ratio
0.890%
Expense Ratio
0.890%
Fee Level
Below Average
Longest Manager Tenure
15.98 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.53%
Turnover
86%
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Morningstar’s Analysis

Will VSFIX outperform in future?

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

The dust is still settling.

Associate Director

Summary

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Federated Hermes Clover Small Value’s extensive personnel changes are recent enough to warrant Morningstar Analyst Ratings of Neutral across most share classes and Negative for the expensive C shares.

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