About FHEQX
The Federated Hermes SDG Engagement Equity Fund Class A is a mutual fund designed to pursue long-term capital appreciation while generating positive societal impact. Its primary focus is on investing in publicly traded companies that align with the United Nations Sustainable Development Goals (SDGs), which encompass a broad spectrum of ambitions including eliminating poverty, promoting quality education, supporting climate action, and advancing responsible consumption and production. The fund takes an active engagement approach, seeking to work collaboratively with companies to improve their sustainability practices and outcomes. While it invests across global equity markets, there is particular emphasis on small- and mid-cap companies, which are perceived as having significant potential for operational improvements and positive SDG contributions. The portfolio spans various sectors, including industrials, technology, consumer defensive, healthcare, and financial services. By integrating both financial analysis and environmental, social, and governance (ESG) considerations, the fund aims to drive measurable real-world impact while striving for competitive financial returns. This strategy positions the fund as a tool for investors seeking exposure to equities that are aligned with sustainable development themes and corporate engagement practices.
Fund Family Federated
Category World Small/Mid Stock
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol FHEQX
Share Class Class A Shares
Index MSCI AC World SMID Cap ND
FHEQX had a total return of 7.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.75%.
