Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Federated Equity Funds, Federated Growth Trust/cgf/fed Adv/fedmgt/fed Inv
SEC CIK
IRS number
251470423
Latest filings (excl ownership)
N-CSR
Certified annual shareholder report (management investment company)
24 Jan 23
N-CEN
Annual report (registered investment company)
9 Jan 23
N-CSR
Certified annual shareholder report (management investment company)
28 Dec 22
N-CEN
Annual report (registered investment company)
14 Dec 22
N-CSR
Certified annual shareholder report (management investment company)
23 Nov 22
N-PX
Annual report of proxy voting record
23 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
28 Jul 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
27 Jun 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
25 May 22
N-CEN
Annual report (registered investment company)
11 Feb 22
Latest ownership filings
NPORT-P
Federated Hermes International Strategic Value Dividend Fund (Nov 2022 report)
24 Jan 23
NPORT-P
Federated Hermes Kaufmann Small Cap Fund (Oct 2022 report)
21 Dec 22
NPORT-P
Federated Hermes Kaufmann Large Cap Fund (Oct 2022 report)
21 Dec 22
NPORT-P
Federated Hermes Kaufmann Fund (Oct 2022 report)
21 Dec 22
NPORT-P
Federated Hermes Strategic Value Dividend Fund (Oct 2022 report)
21 Dec 22
NPORT-P
Federated Hermes MDT Mid Cap Growth Fund (Oct 2022 report)
21 Dec 22
NPORT-P
Federated Hermes Prudent Bear Fund (Sep 2022 report)
22 Nov 22
NPORT-P
Federated Hermes Clover Small Value Fund (Sep 2022 report)
22 Nov 22
NPORT-P
Federated Hermes International Strategic Value Dividend Fund (Aug 2022 report)
24 Oct 22
NPORT-P
Federated Hermes Kaufmann Small Cap Fund (Jul 2022 report)
26 Sep 22
Funds
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Federated Hermes Clover Small Value Fund | VSFAX, VSFCX, VSFIX, VSFRX, VSFSX | 10.35 | -2.63 | -8.09 | 170.86 mm | 88 | Sep 2022 |
| Federated Hermes International Strategic Value Dividend Fund | IVFAX, IVFCX, IVFIX, IVFLX | -9.57 | 7.13 | 8.29 | 798.60 mm | 49 | Nov 2022 |
| Federated Hermes Kaufmann Fund | KAUAX, KAUBX, KAUCX, KAUFX, KAUIX | -2.48 | -6.85 | 6.29 | 5.24 bn | 171 | Oct 2022 |
| Federated Hermes Kaufmann Large Cap Fund | KLCAX, KLCCX, KLCKX, KLCIX, KLCSX | -4.70 | -9.54 | 8.33 | 2.30 bn | 64 | Oct 2022 |
| Federated Hermes Kaufmann Small Cap Fund | FKASX, FKBSX, FKCSX, FKKSX, FKAIX, FKALX | -2.64 | -8.87 | 7.92 | 4.92 bn | 180 | Oct 2022 |
| Federated Hermes MDT Mid Cap Growth Fund | FGSAX, FGSCX, FGSKX, FGSIX | -5.23 | -7.65 | 7.65 | 466.12 mm | 126 | Oct 2022 |
| Federated Hermes Prudent Bear Fund | BEARX, PBRCX, PBRIX | -8.81 | 4.07 | 10.29 | 830.75 mm | 193 | Sep 2022 |
| Federated Hermes Strategic Value Dividend Fund | SVAAX, SVACX, SVAIX, SVALX | -3.18 | -8.49 | 9.73 | 10.15 bn | 52 | Oct 2022 |