Federated Hermes SDG Engagement Equity FundFHERX
Type
Mutual fund
Peer group
Global equity
Net assets
$88.9M
Expense ratio
0.89%
1-year return
+18.9%
3 years, a year
+7.6%
5 years, a year
+2.6%
Holdings
59
What it aims to do.
The Funds investment objective is to provide long-term capital appreciation alongside positive societal impact. The objective may be changed by the Funds Board of Trustees (the Trustees) without shareholder approval.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JOBY Nvent Electric Plc | 4.16% |
| JOBY Horiba Ltd | 3.67% |
| WTFC Wintrust Financial Corp | 3.26% |
| RGA Reinsurance Group Of America Inc | 2.79% |
| WST West Pharmaceutical Services Inc | 2.58% |
| JOBY Steris Plc | 2.43% |
| FIX Comfort Systems Usa Inc | 2.25% |
| KEX Kirby Corp | 2.24% |
| ATR Aptargroup Inc | 2.23% |
| JOBY Merlin Properties Socimi Sa | 2.14% |
More on FHERX.
- FHERX overview
- FHERX holdings
- FHERX risk
- FHERX costs
- FHERX money in and out
- FHERX share classes
- Compare FHERX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.