Industry description
The investment seeks to provide long-term capital appreciation.
The fund pursues its objective by investing primarily in equity and/or equity-related securities of small and mid-capitalization companies that are quoted or traded on regulated markets worldwide (primarily in the U.S. or Canada) as well as component securities of the Russell 2500 Index. It will invest in both growth- and value-oriented securities. The fund will invest its assets so that, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) are invested in equity securities of small to mid-capitalization ("SMID") companies.
Market Cap
The average market capitalization across the Federated Hermes US SMID Institutional MF is 13.84B. The market cap for tickers in the group ranges from 1.63B to 33.23B. EFX holds the highest valuation in this group at 33.23B. The lowest valued company is ROIC at 1.63B.
Volume
The average weekly volume growth across all stocks in the Federated Hermes US SMID Institutional MF was 26%. For the same stocks of the MF, the average monthly volume growth was 63% and the average quarterly volume growth was 35%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 75
P/E Growth Rating: 45
Price Growth Rating: 38
SMR Rating: 47
Profit Risk Rating: 39
Seasonality Score: -41 (-100 ... +100)