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FHEQX
Mutual Fund ticker: NASDAQ
AS OF
Aug 14 closing price
Price
$14.38
Change
-$0.12 (-0.83%)
Net Assets
103.45M

FHEQX Federated Hermes SDG Engagement Eq A Forecast, Technical & Fundamental Analysis

The investment seeks to provide long term capital appreciation alongside positive societal impact... Show more

Category: #World Stock
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A.I.Advisor
published Highlights

Industry description

The investment seeks to provide long term capital appreciation alongside positive societal impact. The sub-adviser pursues the fund investment objective of long-term capital appreciation alongside positive societal impact by investing, normally, at least 80% of its net assets in equity securities. The fund's investment adviser or sub-adviser anticipates that the fund will be primarily invested in equity securities and equity-related securities (such as depositary receipts) of small- and mid-capitalization companies in both the United States and foreign markets (including emerging markets).

Market Cap

The average market capitalization across the Federated Hermes SDG Engagement Eq A MF is 13.7B. The market cap for tickers in the group ranges from 4.13B to 24.66B. PTC holds the highest valuation in this group at 24.66B. The lowest valued company is BC at 4.13B.

Volume

The average weekly volume growth across all stocks in the Federated Hermes SDG Engagement Eq A MF was 10%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 52
P/E Growth Rating: 65
Price Growth Rating: 43
SMR Rating: 59
Profit Risk Rating: 42
Seasonality Score: -42 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldStock

Profile
Fundamentals
Details
Category
Global Small/Mid Stock
Address
Federated Hermes Adviser Series4000 Ericsson DriveWarrendale
Phone
(412) 288-1900
Web
www.FederatedInvestors.com
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FHEQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FHEQX has been closely correlated with RSLBX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if FHEQX jumps, then RSLBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FHEQX
1D Price
Change %
FHEQX100%
N/A
RSLBX - FHEQX
92%
Closely correlated
-0.24%
RSLAX - FHEQX
91%
Closely correlated
-0.24%
RLLGX - FHEQX
91%
Closely correlated
-0.23%
SCWFX - FHEQX
91%
Closely correlated
-0.25%
RSLCX - FHEQX
91%
Closely correlated
-0.25%
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