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Nasdaq - Delayed Quote USD

Federated Hermes Equity Funds - Federated Hermes Global Strategic Value Dividend Fund (GVDLX)

5.12
0.00
(0.00%)
At close: January 22 at 8:00:21 PM EST

Fund Summary

The investment seeks to provide income and long-term capital appreciation. The fund invests primarily in equity securities of U.S. and foreign companies consisting principally of high dividend-paying common stocks with dividend growth potential. It will typically invest at least 30% of its assets outside the United States. Normally, the fund will invest primarily in companies based in developed countries, although to a lesser extent the fund may also invest in companies based in emerging markets. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in dividend-paying securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 23.96%
Worst 1Y Total Return -10.40%
Number of Years Up 1
Number of Years Down 2

Performance & Risk

YTD Return 6.02%
5y Average Return 0.00%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
GVDLXCategory AverageGVDLXCategory AverageGVDLXCategory Average
Alpha -2.62 0.05 -- 0.03 -- 0.04
BETA 0.86 0.01 -- 0.01 -- 0.01
Mean Annual Return 0.26 0.01 -- 0.01 -- 0.01
R-squared 82.55 0.86 -- 0.83 -- 0.83
Standard Deviation 17.25 0.18 -- 0.15 -- 0.15
Sharpe Ratio 0.09 0.01 -- 0.01 -- 0.01
Treynor Ratio 0.1 0.11 -- 0.12 -- 0.1

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