Federated Hermes Strategic Dividend Growth Fund Inc f/k/a Federated Hermes Equity Income Fund Inc

Shareclass
Federated Hermes Strategic Dividend Growth Fund Inc f/k/a Federated Hermes Equity Income Fund Inc Class A Shares (LEIFX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Federated Hermes Strategic Dividend Growth Fund Inc f/k/a Federated Hermes Equity Income Fund Inc

FUND COVERAGE
# of holdings64
% of assets99%
Score
59 / 100
Rank

99.0 percentile

Group: U.S. Large Cap Equity

Rank: #14 out of 1,374

Grade
A

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

30 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. AstraZeneca PLC
         % of fund invested: 2.22%
         $USD invested: $16.93M
  • 2. Procter & Gamble Co/The
         % of fund invested: 1.44%
         $USD invested: $10.98M
  • 3. Bank of America Corp
         % of fund invested: 3.13%
         $USD invested: $23.82M
  • 4. Mondelez International Inc
         % of fund invested: 0.95%
         $USD invested: $7.22M
  • 5. Citigroup Inc
         % of fund invested: 1.05%
         $USD invested: $7.99M
  • 6. Philip Morris International Inc
         % of fund invested: 2%
         $USD invested: $15.23M
  • 7. JPMorgan Chase & Co
         % of fund invested: 3.62%
         $USD invested: $27.6M
  • 8. Wells Fargo & Co
         % of fund invested: 0.99%
         $USD invested: $7.57M
  • 9. PepsiCo Inc
         % of fund invested: 0.98%
         $USD invested: $7.48M
  • 10. Deutsche Telekom AG
         % of fund invested: 1.91%
         $USD invested: $14.57M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Dick's Sporting Goods Inc
         % of fund invested: 0.46%
         $USD invested: $3.49M
  • 2. NextEra Energy Inc
         % of fund invested: 1.02%
         $USD invested: $7.79M
  • 3. Snap-on Inc
         % of fund invested: 0.99%
         $USD invested: $7.52M
  • 4. QUALCOMM Inc
         % of fund invested: 1%
         $USD invested: $7.58M
  • 5. Kimco Realty Corp
         % of fund invested: 0.93%
         $USD invested: $7.05M
  • 6. Home Depot Inc/The
         % of fund invested: 0.46%
         $USD invested: $3.5M
  • 7. Eastman Chemical Co
         % of fund invested: 0.99%
         $USD invested: $7.55M
  • 8. Medtronic PLC
         % of fund invested: 1.95%
         $USD invested: $14.85M
  • 9. Darden Restaurants Inc
         % of fund invested: 2.92%
         $USD invested: $22.21M
  • 10. Prologis Inc
         % of fund invested: 1.02%
         $USD invested: $7.75M

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 Strategic Dividend Growth Fund Inc f/k/a Federated Hermes Equity Income Fund Inc

Totals

Holdings
Assets
Weight
Prisons
2.0
$23.48M
3.08%
     Prisons high risk
1.0
$16.61M
2.18%
     Private prisons
0.0
$0
0%
Borders
3.0
$45.52M
5.98%
     Borders high risk
3.0
$45.52M
5.98%
Total
4.0
$52.39M
6.88%
Full fund results

Holdings — 4 flagged holdings

1.
RTX Corp
Borders
$19.83M
2.6%
Borders :
$19.83M
2.6%
2.
Citizens Financial Group Inc
Prisons
Borders
$16.61M
2.18%
Prisons
Borders :
$16.61M
2.18%
3.
Northrop Grumman Corp
Borders
$9.08M
1.19%
Borders :
$9.08M
1.19%
4.
McDonald's Corp
Prisons
$6.87M
0.9%
Prisons
$6.87M
0.9%
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