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.
Will VSFIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of VSFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.