Morningstar

Federated Hermes SDG Enggmt Eq F EUR Acc 42064

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 3.18  /  +0.42 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio —
  • Distribution Fee Level Below Average
  • Share Class Type —
  • Category Global Small/Mid-Cap Equity
  • Investment Style Mid Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover —

EUR | NAV as of Oct 07, 2024 | 1-Day Return as of Oct 07, 2024, 6:16 PM GMT+0

Morningstar’s Analysis 42064

Will 42064 outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable 42064’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 42064 management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of 42064’s parent organization’s priorities and whether they’re in line with investors’ interests.

Federated Hermes SDG Enggmt Eq F EUR Acc's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings 42064

More 42064 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Yaoko Co Ltd

3.32 45.3 Mil
Consumer Defensive

Reinsurance Group of America Inc

3.07 41.9 Mil
Financial Services

Equifax Inc

2.99 40.9 Mil
Industrials

Trelleborg AB Class B

2.94 40.1 Mil
Industrials

Wintrust Financial Corp

2.93 40.1 Mil
Financial Services

RPM International Inc

2.90 39.6 Mil
Basic Materials

PTC Inc

2.88 39.2 Mil
Technology

Techtronic Industries Co Ltd

2.83 38.6 Mil
Industrials

Steris PLC

2.82 38.5 Mil
Healthcare

AptarGroup Inc

2.73 37.2 Mil
Healthcare

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