MENU
+Compare
FDERX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$24.73
Change
-$0.69 (-2.71%)
Net Assets
760.73M

FDERX Federated Hermes Equity Income R Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Walmart (NYSE:WMT), Exxon Mobil Corp (NYSE:XOM), Unitedhealth Group (NYSE:UNH), Wells Fargo & Co (NYSE:WFC), GE Aerospace (NYSE:GE), Goldman Sachs Group (NYSE:GS), Boeing Company (NYSE:BA).

Industry description

The investment seeks above average income and capital appreciation. The fund invests primarily in income-producing equity securities. Its holdings ordinarily will be in mid-capitalization (or "mid-cap") to large-capitalization (or "large- cap") domestic companies, although the fund may invest across all market capitalizations. The fund may also invest, to a lesser extent, in securities of foreign issuers, and may invest in real estate investment trusts and securities of other investment companies. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in income-producing equity investments.

Market Cap

The average market capitalization across the Federated Hermes Equity Income R MF is 249.01B. The market cap for tickers in the group ranges from 6.71B to 766.55B. WMT holds the highest valuation in this group at 766.55B. The lowest valued company is QRVO at 6.71B.

Volume

The average weekly volume growth across all stocks in the Federated Hermes Equity Income R MF was 11%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 42%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 29
Price Growth Rating: 47
SMR Rating: 49
Profit Risk Rating: 37
Seasonality Score: 12 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Federated Hermes Equity Income Fund, Inc4000 Ericsson DriveWarrendale
Phone
N/A
Web
www.federatedinvestors.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MBBRX11.60N/A
N/A
MassMutual Balanced R4
CEUAX57.04-0.20
-0.35%
American Funds Europacific Growth 529A
CCCAX6.34-0.03
-0.47%
Center Coast Brookfield Midstream Foc A
SCQGX90.41-0.53
-0.58%
DWS Large Cap Focus Growth S
OGGFX21.89-0.24
-1.08%
JPMorgan Small Cap Growth I

FDERX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FDERX has been closely correlated with RMFEX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if FDERX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FDERX
1D Price
Change %
FDERX100%
-0.55%
RMFEX - FDERX
91%
Closely correlated
-5.03%
RMFCX - FDERX
91%
Closely correlated
-4.98%
RMEBX - FDERX
91%
Closely correlated
-4.94%
DOXGX - FDERX
91%
Closely correlated
-0.67%
VVIAX - FDERX
87%
Closely correlated
-0.60%
More