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Federated Hermes US SMID R6 Shares (FHURX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.61+0.02 (+0.15%)
At close: 08:00PM EDT

Federated Hermes US SMID R6 Shares

Warrendale, PA 15086-7561

4000 Ericsson Drive

Federated Hermes Adviser Series

(412) 288-1900
Management information
,Lead manager since 31 May 2020
Michael joined in March 2014 as the co-manager of the US SMID Cap strategy. Michael was most recently senior portfolio manager of the Global Developed Markets Equity funds at Nomura Asset Management, where he worked for eight years. During this time, he also acted as portfolio manager of the firm’s US equity funds for five years from 2005. Earlier in his career, Michael held senior roles managing US equity funds at Merrill Lynch Investment Managers and Mercury Asset Management. He is a CFA charterholder and has an MA in Economics from Cambridge University.
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

CategoryMid-Cap Blend
Fund familyFederated
Net assets3.51M
YTD return11.74%
Yield0.08%
Morningstar rating★★★★
Inception date1 Jul 2020

Fund operations

Last dividend0.01
Last cap gain12.00
Holdings turnover20.00%
Average for categoryN/A

Fees and expenses

ExpenseFHURXCategory average
Annual report expense ratio (net)0.83%0.94%
Prospectus net expense ratio0.83%N/A
Prospectus gross expense ratio7.63%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.32%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A