Nasdaq - Delayed Quote USD

Federated Hermes Clover Small Value R6 (VSFSX)

20.58
-1.03
(-4.77%)
At close: 4:26:19 PM EDT
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  • Previous Close 21.61
  • YTD Return -5.48%
  • Expense Ratio 0.82%
  • Category Small Value
  • Last Cap Gain 22.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 156.29M
  • Beta (5Y Monthly) 1.09
  • Yield 1.32%
  • 5y Average Return --
  • Holdings Turnover 76.00%
  • Last Dividend 0.33
  • Inception Date Dec 1, 2010

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

156.29M

Net Assets

2010-12-01

Inception Date

Performance Overview: VSFSX

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Trailing returns as of 4/2/2025. Category is Small Value.

YTD Return

VSFSX
5.48%
Category
26.79%
 

1-Year Return

VSFSX
1.33%
Category
71.02%
 

3-Year Return

VSFSX
2.18%
Category
9.35%
 

5-Year Return

VSFSX
18.38%
Category
12.17%
 

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Holdings: VSFSX

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Sector Weightings

SectorVSFSX
Industrials   14.07%
Real Estate   11.44%
Technology   9.01%
Healthcare   5.84%
Utilities   5.30%
Energy   5.04%

Recent News: VSFSX

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Research Reports: VSFSX

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