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Federated Hermes SDG Eggm HY Crdt IS (FHHIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.46+0.04 (+0.42%)
At close: 08:01PM EDT

Federated Hermes SDG Eggm HY Crdt IS

Warrendale, PA 15086-7561

4000 Ericsson Drive

Federated Hermes Adviser Series

(412) 288-1900
Management information
,Lead manager since 30 October 2020
Nachu joined in March 2018 as a portfolio manager within the Credit team. She is co-portfolio manager of the SDG Engagement High Yield Credit strategy and the Climate Change High Yield strategy, as well as the sustainable portfolio manager for our range of flexible credit strategies. She joined from Ontario Teachers’ Pension Plan, where she was a portfolio manager responsible for the plan’s active investments in emerging markets and European credit. Nachu started her career at JPMorgan in London as a sell-side analyst where she spent 13 years covering, firstly, European high yield and investment grade and then CEEMEA credit. Nachu graduated from the London School of Economics with a degree in Economics and is a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryHigh Yield Bond
Fund familyFederated
Net assets82.19M
YTD return1.83%
Yield4.02%
Morningstar rating★★
Inception date24 Sept 2019

Fund operations

Last dividend0.15
Last cap gain-9.00
Holdings turnover36.00%
Average for categoryN/A

Fees and expenses

ExpenseFHHIXCategory average
Annual report expense ratio (net)0.62%0.95%
Prospectus net expense ratio0.62%N/A
Prospectus gross expense ratio1.43%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.88%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A