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Federated Hermes Equity Funds

CIK: 0000745968 Equity
Report date: 2026-04-23
AUM $898M
Expense Ratio —
Category Equity
State MA
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-04-23

About this Fund

Federated Hermes Equity Funds is a renowned mutual fund company that specializes in providing a wide range of investment solutions to help individuals and institutions achieve their financial goals. With a strong focus on asset management, the company offers a diverse portfolio of mutual funds that cater to various investor needs, including equity, debt, hybrid, and specialty funds. By leveraging their expertise in wealth management, Federated Hermes Equity Funds enables investors to create a tailored investment strategy that aligns with their risk tolerance, investment horizon, and financial objectives. The company's investment approach is centered on rigorous research and a disciplined investment process, which involves a thorough analysis of market trends, economic conditions, and company-specific factors to identify opportunities for long-term growth. For investors seeking a convenient and disciplined way to invest, Federated Hermes Equity Funds also offers systematic investment plans, or SIPs, which allow investors to invest a fixed amount of money at regular intervals, helping to reduce timing risks and promote a culture of regular investing. With a proven track record of delivering strong investment performance, Federated Hermes Equity Funds has earned the trust of investors who value the company's commitment to transparency, accountability, and customer satisfaction. By combining a deep understanding of the markets with a client-centric approach, the company's experienced team of investment professionals works closely with investors to understand their unique needs and provide personalized support to help them navigate the complexities of the investment landscape. As a result, Federated Hermes Equity Funds has established itself as a trusted partner for investors seeking to build wealth, achieve financial security, and realize their long-term investment goals. With its comprehensive range of mutual funds, robust investment capabilities, and unwavering dedication to investor success, Federated Hermes Equity Funds is well-positioned to meet the evolving needs of investors in an ever-changing market environment, making it an attractive choice for those seeking a reliable and experienced mutual fund company to manage their investment portfolio. By emphasizing a long-term perspective, a disciplined investment approach, and a relentless focus on delivering exceptional investment results, Federated Hermes Equity Funds continues to build on its legacy as a leading provider of mutual fund investment solutions, inspiring confidence among investors who value the company's expertise, integrity, and passion for helping them achieve financial success.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

10 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ENB Enbridge Inc. Since 2026-05-10 29250N105 Equity (Common)
2.32%
 $20.82 391,965
2 AMCR Amcor PLC Since 2026-05-10 — Equity (Common)
2.42%
 $21.78 449,720
3 PM Philip Morris International Inc Since 2026-05-10 718172109 Equity (Common)
2.30%
 $20.70 110,810
4 NVS Novartis AG Since 2026-05-10 — Equity (Common)
1.45%
 $12.99 76,865
5 BMO Bank of Montreal Since 2026-05-10 063671101 Equity (Common)
1.24%
 $11.16 77,550
6 FTS Fortis Inc Since 2026-05-10 349553107 Equity (Common)
1.13%
 $10.11 175,790
7 MGA Magna International Inc Since 2026-05-10 559222401 Equity (Common)
0.85%
 $7.66 121,400
8 TTE TotalEnergies SE Since 2026-05-10 — Equity (Common)
3.99%
 $35.81 447,879
9 CM Canadian Imperial Bank of Commerce Since 2026-05-10 136069101 Equity (Common)
1.85%
 $16.58 164,110
10 PBA Pembina Pipeline Corporation Since 2026-05-10 706327103 Equity (Common)
2.47%
 $22.19 504,800
Frequently Asked Questions — Federated Hermes Equity Funds
What type of mutual fund is Federated Hermes Equity Funds?
Federated Hermes Equity Funds is a SEC-registered Equity fund, with $898M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, Federated Hermes Equity Funds holds 10 portfolio positions, all detailed in the holdings table on this page.
What are Federated Hermes Equity Funds's assets under management (AUM)?
Federated Hermes Equity Funds has $898M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Federated Hermes Equity Funds's top holdings?
According to Federated Hermes Equity Funds's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Enbridge Inc., Amcor PLC, Philip Morris International Inc , among others. The complete list of all 10 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Federated Hermes Equity Funds's expense ratio?
Expense ratio data for Federated Hermes Equity Funds is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Federated Hermes Equity Funds's SEC filings?
Federated Hermes Equity Funds is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000745968. You can access all of Federated Hermes Equity Funds's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000745968). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Federated Hermes Equity Funds's holdings data on StockSifting?
Holdings data for Federated Hermes Equity Funds on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.