Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value FundVSFCX

MUTUAL FUNDFederated Hermes
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$150.3M
Expense ratio
1.96%
1-year return
+13.0%
3 years, a year
+8.1%
5 years, a year
+4.5%
Holdings
202

What it aims to do.

The Funds investment objective is to seek capital appreciation.

Top 10 holdings.

Holding% of fund
AHR American Healthcare REIT Inc.2.64%
Federated Hermes Government Obligations Fund1.91%
CNO CNO Financial Group, Inc.1.42%
CNX CNX Resources Corporation1.39%
BKU BankUnited Inc.1.36%
TRMK Trustmark Corp1.33%
EPRT Essential Properties Realty Trust Inc.1.31%
JXN Jackson Financial Inc1.31%
BY Byline Bancorp Inc1.27%
POR Portland General Electric Company1.23%

More on VSFCX.

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