Federated Hermes U.S. SMID FundFHUMX

MUTUAL FUNDFederated Hermes
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$4.6M
Expense ratio
0.83%
1-year return
+8.9%
3 years, a year
+8.7%
5 years, a year
+5.5%
Holdings
49

What it aims to do.

The Funds investment objective is to provide long-term capital appreciation. 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 PLC3.86%
ENTG Entegris Inc3.63%
SLAB Silicon Laboratories Inc3.58%
WTFC Wintrust Financial Corporation3.17%
CBU Community Financial System Inc3.12%
AXON Axon Enterprise Inc3.04%
TER Teradyne Inc.2.88%
WWD Woodward Inc.2.81%
ESE ESCO Technologies Inc2.59%
WST West Pharmaceutical Services Inc2.58%

More on FHUMX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.