Morningstar

Federated Hermes International Leaders Fund Class R FGFRX

Morningstar Medalist Rating
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Medalist Rating as of See Federated Hermes Investment Hub
  • NAV / 1-Day Return $43.59  /  +1.54 %
  • Fund Size $1.3B
  • Adjusted Expense Ratio 1.240%
  • Net Expense Ratio 0.390%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.96%
  • Turnover Ratio 66%
NAV and 1-Day Return as of

Morningstar’s Analysis FGFRX

Will FGFRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FGFRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FGFRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FGFRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not compelling at this point in time.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Federated International Leaders has yet to prove that it is significantly more attractive than most of its foreign large-blend Morningstar Category rivals. The strategy retains its Average People and Process Pillar ratings.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings FGFRX

More FGFRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

3.42 52M
Technology

AstraZeneca PLC

3.32 50M
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.56 39M
Technology

HSBC Holdings PLC

2.24 34M
Financial Services

Compagnie de Saint-Gobain SA

2.11 32M
Industrials

Air Liquide SA

2.08 31M
Basic Materials

Keyence Corp

1.94 29M
Technology

Sony Group Corp

1.92 29M
Technology

DSV AS

1.89 29M
Industrials

Samsung Electronics Co Ltd

1.87 28M
Technology

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