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Federated Hermes International Strategic Value Dividend Fund Class A Shares (IVFAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
3.5400+0.0200 (+0.57%)
As of 08:06AM EST. Market open.

Federated Hermes International Strategic Value Dividend Fund Class A Shares

Federated Equity Funds

5800 Corporate Drive

Pittsburgh, PA 15222-3779

Management Information
Daniel D. Peris,Lead Manager since June 3, 2008
Daniel Peris, CFA, is a Senior Vice President and Senior Portfolio Manager of Federated Equity Management Company of Pennsylvania. Mr. Peris joined Federated Investors, Inc. in August 2002. Previously, Mr. Peris worked at Argus Research Corp., New York and Absolut Invest, Moscow. Mr. Peris earned his Bachelor of Arts from Williams College, his Master of Philosophy from Oxford University and his Ph.D. from the University of Illinois.
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. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryForeign Large Value
Fund FamilyFederated
Net Assets397.7M
YTD Return3.29%
Morningstar Rating★★★
Inception DateJun 3, 2008

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover40.00%
Average for CategoryN/A

Fees & Expenses

ExpenseIVFAXCategory Average
Annual Report Expense Ratio (net)1.11%1.03%
Prospectus Net Expense Ratio1.11%N/A
Prospectus Gross Expense Ratio1.31%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales Load5.50%5.24%
Max Deferred Sales LoadN/A1.23%
3 Yr Expense Projection942N/A
5 Yr Expense Projection1,229N/A
10 Yr Expense Projection2,042N/A