Federated Equity Income Institutional
Pittsburgh, PA 15222-3779
4000 Ericsson Drive
Federated Hermes Equity Income Fund, Inc
Management information
,Lead manager since 30 January 2023
Adam Koser, CFA, Vice President, Portfolio Manager, Senior Investment Analyst. Responsible for portfolio management and research in the Value Income equity area. Previous associations: Investment Accountant II, PFPC Global Fund Services; Portfolio Analyst, Deutsche Bank; Senior Corporate Banking Associate, PNC Financial Services Group; Associate Equity Research Analyst, Stifel Nicolaus. B.A. Bloomsburg University; M.B.A., Pennsylvania State University, Smeal College of Business. Joined Federated Hermes 2010.
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.