Morningstar

Federated Hermes International Leaders A FGFAX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 39.57  /  −0.05 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 1.16%
  • Turnover 80%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:20 PM GMT+0

Morningstar’s Analysis FGFAX

Will FGFAX outperform in 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 FGFAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FGFAX 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 FGFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Middling overall at this point.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Federated International Leaders and the corresponding SMA retain their People and Process Ratings of Average amid some notable changes in recent years.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings FGFAX

More FGFAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Industrials

AstraZeneca PLC

3.54 48.0 Mil
Healthcare

Novo Nordisk A/S Class B

3.25 44.1 Mil
Healthcare

Federated Hermes Govt Obl Premier

3.11 42.3 Mil
Cash and Equivalents

ASML Holding NV

2.71 36.8 Mil
Technology

Sanofi SA

2.29 31.1 Mil
Healthcare

Rolls-Royce Holdings PLC

2.22 30.2 Mil
Industrials

National Grid PLC

2.20 29.8 Mil
Utilities

Keyence Corp

2.18 29.6 Mil
Technology

HSBC Holdings PLC

2.09 28.4 Mil
Financial Services

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