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FHUMX Federated Hermes US SMID Institutional Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

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 15.47B. The market cap for tickers in the group ranges from 1.63B to 45.7B. AXON holds the highest valuation in this group at 45.7B. 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 -48%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was 68%

Fundamental Analysis Ratings

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

Valuation Rating: 70
P/E Growth Rating: 51
Price Growth Rating: 41
SMR Rating: 48
Profit Risk Rating: 40
Seasonality Score: 26 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Federated Hermes Adviser Series4000 Ericsson DriveWarrendale
Phone
(412) 288-1900
Web
www.FederatedInvestors.com
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FHUMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FHUMX has been closely correlated with FSMDX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if FHUMX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FHUMX
1D Price
Change %
FHUMX100%
-1.70%
FSMDX - FHUMX
94%
Closely correlated
-0.67%
FSMAX - FHUMX
89%
Closely correlated
-1.29%
VIMAX - FHUMX
88%
Closely correlated
-0.55%
VMCIX - FHUMX
88%
Closely correlated
-0.55%
VMCPX - FHUMX
88%
Closely correlated
-0.55%
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