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Morningstar

Federated Hermes Clover Small Value IS VSFIX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:56 PM GMT+00:00

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.

Heading in the right direction.

Associate Analyst

Summary

| by David Carey

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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