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Federated Hermes Clover Small Value R VSFRX

Analyst rating as of
NAV / 1-Day Return
23.80  /  1.58 %
Total Assets
182.8 Mil
Adj. Expense Ratio
1.230%
Expense Ratio
1.230%
Fee Level
Low
Longest Manager Tenure
16.31 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
0
Status
Open
TTM Yield
0.29%
Turnover
86%
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Morningstar’s Analysis

Will VSFRX 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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