Nasdaq - Delayed Quote USD

Federated Hermes Clover Small Value A (VSFAX)

28.75 +0.50 (+1.77%)
At close: 8:01 PM EST
Loading Chart for VSFAX
DELL
  • Previous Close 28.25
  • YTD Return 8.30%
  • Expense Ratio 1.14%
  • Category Small Value
  • Last Cap Gain 3.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 179.09M
  • Beta (5Y Monthly) 1.02
  • Yield 1.03%
  • 5y Average Return --
  • Holdings Turnover 92.00%
  • Last Dividend 0.28
  • Inception Date Mar 29, 2016

The fund primarily invests in common stocks and other equity securities of U.S. companies with small market capitalizations. The adviser seeks to achieve its investment objective by investing in companies that the Adviser believes are undervalued relative to the market or their historic valuations. Small-cap companies are considered to be companies with market capitalizations at the time of purchase similar to those in the range of the Russell 2000 Index. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in small-cap companies.

Federated

Fund Family

Small Value

Fund Category

179.09M

Net Assets

2016-03-29

Inception Date

Performance Overview: VSFAX

View More

Trailing returns as of 11/21/2024. Category is Small Value.

YTD Return

VSFAX
8.30%
Category
26.79%
?

1-Year Return

VSFAX
28.78%
Category
71.02%
?

3-Year Return

VSFAX
3.28%
Category
9.35%
?

5-Year Return

VSFAX
10.40%
Category
12.17%
?

People Also Watch

Holdings: VSFAX

View More

Top 9 Holdings (19.65% of Total Assets)

SymbolCompany% Assets
IDA
IDACORP, Inc. 2.63%
UMBF
UMB Financial Corporation 2.51%
KRG
Kite Realty Group Trust 2.41%
STAG
STAG Industrial, Inc. 2.30%
WTFC
Wintrust Financial Corporation 2.02%
ONB
Old National Bancorp 2.00%
FCF
First Commonwealth Financial Corporation 1.94%
CMC
Commercial Metals Company 1.94%
NOG
Northern Oil and Gas, Inc. 1.89%

Sector Weightings

Recent News: VSFAX

View More

Research Reports: VSFAX

View More

Top Mutual Funds