Nasdaq - Delayed Quote USD

Federated Hermes Clover Small Value C (VSFCX)

20.74
+0.08
+(0.39%)
As of 8:09:26 AM EDT. Market Open.
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  • Previous Close 20.66
  • YTD Return -6.58%
  • Expense Ratio 1.96%
  • Category Small Value
  • Last Cap Gain 22.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 150.82M
  • Beta (5Y Monthly) 1.11
  • Yield 0.34%
  • 5y Average Return --
  • Holdings Turnover 76.00%
  • Last Dividend 0.08
  • Inception Date Mar 16, 2009

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

150.82M

Net Assets

2009-03-16

Inception Date

Performance Overview: VSFCX

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Trailing returns as of 6/9/2025. Category is Small Value.

YTD Return

VSFCX
6.58%
Category
26.79%
 

1-Year Return

VSFCX
0.86%
Category
71.02%
 

3-Year Return

VSFCX
2.67%
Category
9.35%
 

5-Year Return

VSFCX
12.66%
Category
12.17%
 

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Holdings: VSFCX

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Sector Weightings

SectorVSFCX
Industrials   13.67%
Real Estate   12.69%
Technology   7.46%
Healthcare   6.32%
Utilities   6.28%
Energy   4.66%

Recent News: VSFCX

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Research Reports: VSFCX

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