VSFSX Mutual Fund
VSFSX Mutual Fund
Federated Hermes MDT Small Cap Value Fund Class R6

VSFSX Mutual Fund Overview
VSFSX Mutual Fund (Federated Hermes MDT Small Cap Value Fund Class R6) is managed by Federated Hermes with $11.9M in net assets. VSFSX expense ratio is 0.82%, holding 202 positions across sectors including Financials, Industrials, Health Care. Inception date: 2016-03-29.
VSFSX performance shows a YTD return of 20.73%. The 1-year return is 32.13% and the 5-year return is 9.66%. VSFSX dividend yield stands at 3.13%, paid annually.
VSFSX 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 VSFSX holdings, sector breakdown, or dividend history.
VSFSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VSFSX alternatives are available via the screener, along with tax-loss harvesting opportunities.