VSFRX Mutual Fund
VSFRX Mutual Fund
Federated Hermes MDT Small Cap Value Fund Class R

VSFRX Mutual Fund Overview
VSFRX Mutual Fund (Federated Hermes MDT Small Cap Value Fund Class R) is managed by Federated Hermes with $13.6M in net assets. VSFRX expense ratio is 1.23%, holding 202 positions across sectors including Financials, Industrials, Health Care. Inception date: 2010-12-01.
VSFRX performance shows a YTD return of 19.80%. The 1-year return is 31.56% and the 5-year return is 9.34%. VSFRX dividend yield stands at 2.92%, paid annually.
VSFRX top holdings include American Healthcare REIT Inc (2.6%), Federated Government Obligations Fund (1.9%), Cno Financial Group Inc (1.4%), Cnx Resources Corp (1.4%), Bankunited Inc (1.4%). View all VSFRX holdings, sector breakdown, or dividend history.
VSFRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VSFRX alternatives are available via the screener, along with tax-loss harvesting opportunities.