Federated Hermes SDG Engagement Equity Fund

Shareclass
Federated Hermes SDG Engagement Eq A (FHEQX)
Type
Open-end mutual fund
Manager
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Federated Hermes SDG Engagement Equity Fund

FUND COVERAGE
# of holdings43
% of assets84%
Score
46 / 100
Rank

6.9 percentile

Group: International Equity

Rank: #1,020 out of 1,095

Grade
F

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

22 / 40

Gender Equality: Equal Compensation and Work Life Balance

7 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. WEX Inc
         % of fund invested: 1.48%
         $USD invested: $1.48M
  • 2. Alliant Energy Corp
         % of fund invested: 1.11%
         $USD invested: $1.1M
  • 3. Equifax Inc
         % of fund invested: 2.5%
         $USD invested: $2.49M
  • 4. nVent Electric PLC
         % of fund invested: 3.29%
         $USD invested: $3.28M
  • 5. AptarGroup Inc
         % of fund invested: 2.58%
         $USD invested: $2.57M
  • 6. Reinsurance Group of America Inc
         % of fund invested: 2.71%
         $USD invested: $2.7M
  • 7. Glanbia PLC
         % of fund invested: 1.83%
         $USD invested: $1.82M
  • 8. Tyler Technologies Inc
         % of fund invested: 1.36%
         $USD invested: $1.36M
  • 9. Huhtamäki Oyj
         % of fund invested: 1.46%
         $USD invested: $1.45M
  • 10. Ansell Ltd
         % of fund invested: 2.25%
         $USD invested: $2.24M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Blue Zones Holdings Co Ltd
         % of fund invested: 2.95%
         $USD invested: $2.94M
  • 2. Eagle Materials Inc
         % of fund invested: 1.99%
         $USD invested: $1.98M
  • 3. Core & Main Inc Class A
         % of fund invested: 1.9%
         $USD invested: $1.89M
  • 4. Wintrust Financial Corp
         % of fund invested: 3.26%
         $USD invested: $3.24M
  • 5. Nifco Inc
         % of fund invested: 1.54%
         $USD invested: $1.54M
  • 6. Chart Industries Inc
         % of fund invested: 1.8%
         $USD invested: $1.79M
  • 7. Nissan Chemical Corp
         % of fund invested: 1.21%
         $USD invested: $1.2M
  • 8. ICU Medical Inc
         % of fund invested: 1.56%
         $USD invested: $1.55M
  • 9. Littelfuse Inc
         % of fund invested: 1.81%
         $USD invested: $1.8M
  • 10. West Pharmaceutical Services Inc
         % of fund invested: 1.96%
         $USD invested: $1.95M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Federated Hermes SDG Engagement Equity Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
1
$2.49M
2.5%
     Borders high risk
0
$0
0%
Total
1
$2.49M
2.5%
Full fund results

Holdings — 1 flagged holdings

1.
Equifax Inc
Borders
$2.49M
2.5%
Borders :
$2.49M
2.5%
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