Federated Hermes SDG Engagement Equity Fund (FHESX) Alternatives
Federated Hermes SDG Engagement Equity Fund (FHESX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FHESX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FHESX
FHESX charges 0.94% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among FHESX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | FHESX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | FHESX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | FHESX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | FHESX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | FHESX vs VMNVX |
Best Risk-Adjusted Alternatives to FHESX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | FHESX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | FHESX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | FHESX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | FHESX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | FHESX vs GLIFX |
Top Performing FHESX Alternatives (YTD)
FHESX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | FHESX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | FHESX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | FHESX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | FHESX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | FHESX vs GQRIX |
Lowest Volatility Alternatives to FHESX
FHESX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | FHESX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | FHESX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | FHESX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | FHESX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | FHESX vs GLIFX |
Lowest Drawdown Alternatives to FHESX
FHESX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | FHESX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | FHESX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | FHESX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | FHESX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | FHESX vs FGIAX |
Other Mutual Funds from Federated
Most popular Federated mutual funds on PortfoliosLab, across asset classes.
Often Compared With FHESX
What investors most often compare with FHESX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| T. Rowe Price Diversified Mid Cap Growth Fund | Mid Cap Growth Equities | 35 | -9.37% | Dec 31, 2003 | FHESX vs PRDMX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | FHESX vs FMIEX |
Compare FHESX with Any Fund or Stock
Compare FHESX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.