Federated Hermes SDG Engagement Equity Fund
Shareclass
Federated Hermes SDG Engagement Eq A (FHEQX)
Type
Open-end mutual fund
Manager
Gender equality score
46
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 1,025 out of 1,096 funds
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Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Federated Hermes SDG Engagement Equity Fund FHEQX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. WEX Inc1.42% of assets$1.38M invested
- 2. Alliant Energy Corp1.02% of assets$988,684 invested
- 3. Equifax Inc2.59% of assets$2.51M invested
- 4. nVent Electric PLC2.51% of assets$2.43M invested
- 5. AptarGroup Inc3.1% of assets$3M invested
- 6. Reinsurance Group of America Inc2.88% of assets$2.79M invested
- 7. Glanbia PLC1.67% of assets$1.62M invested
- 8. Tyler Technologies Inc1.58% of assets$1.54M invested
- 9. Huhtamäki Oyj1.54% of assets$1.49M invested
- 10. Ansell Ltd2.18% of assets$2.11M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Yaoko Co Ltd3.07% of assets$2.98M invested
- 2. Eagle Materials Inc1.77% of assets$1.72M invested
- 3. Core & Main Inc Class A2.18% of assets$2.11M invested
- 4. Wintrust Financial Corp3.13% of assets$3.03M invested
- 5. Nifco Inc1.52% of assets$1.47M invested
- 6. Chart Industries Inc2.28% of assets$2.21M invested
- 7. LKQ Corp0.85% of assets$824,435 invested
- 8. Nissan Chemical Corp1.04% of assets$1.01M invested
- 9. Littelfuse Inc1.62% of assets$1.57M invested
- 10. West Pharmaceutical Services Inc1.67% of assets$1.62M invested
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Financial performance
Performance data provided by
Find more financial data on FHEQX at Morningstar.com
Find more financial data on FHEQX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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