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Federated Hermes Equity Income Fund Class A Shares: (MF: LEIFX)

(NASDAQ Mutual Funds) As of Jun 25, 2024 08:00 PM ET

$23.92 USD

-0.25 (-1.03%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2024

Total Return %* Percentile Rank Objective
YTD 8.96 24
3 months 3.90 33
6 months 14.41 25
1 Year 22.18 26
3 Year 4.06 61
5 Year 10.12 45
10 Year 6.49 66

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 104.04
Bear Market (10/07 - 2/09) -43.61
Bull Market (2/09 - 3/21) 379.85

Load Adjusted Returns as of May 31, 2024

1 Year 15.20
5 Year 8.26
10 Year 6.31
Since Inception 8.38

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 10.49 NA NA NA
2023 -0.84 4.34 -4.11 9.94
2022 0.24 -11.58 -6.26 10.76
2021 10.12 4.99 -1.06 5.69
2020 -25.16 14.95 6.80 15.82
2019 10.31 2.19 0.72 6.79

Annual Return

20242023202220212020201920182017201620152014
% Total Return 8.969.06-7.9720.926.4121.26-11.6816.069.47-5.417.92
% Total Return Rel to Index -2.34-17.1710.23-7.76-11.98-10.22-7.29-5.73-2.46-6.80-5.72
% Total Return Rel to Peer 2.68-0.31-1.00-0.071.25-0.72-4.661.94-1.88-1.920.48
% Perf Quintile vs Peer* 0.003.004.004.002.003.005.002.004.005.004.00
% Dividends 0.070.230.270.230.270.440.430.500.500.460.40
% Yield 0.280.911.180.791.101.891.921.812.021.981.52
Capital Gains ($) 0.000.051.283.710.000.003.180.850.410.231.48
Expense Ratio 0.000.031.111.111.111.131.121.121.131.121.12

* 1 = Top 20%, 5 = Bottom 20%