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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
2.10% -0.01% 14.80M 14496.27
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 6.449M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation while limiting exposure to general stock market risk. The fund mainly invests in equity securities of issuers listed in the Russell 3000 Index where it measures the performance of the 3,000 largest U.S. companies by market capitalization.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Equity Market Neutral
Peer Group Alternative Equity Market Neutral Funds
Global Macro Alternative Equity
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Equity Market Neutral Funds
Fund Owner Firm Name Federated Hermes
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

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Performance Versus Peer Group

 
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15%
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
22.35%
15.13%
1.07%
-13.86%
-6.81%
20.47%
-15.11%
12.82%
-23.54%
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-75.14%
-54.13%
-59.53%
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2.45%
-0.85%
5.33%
As of December 12, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 14.36%
Stock 6.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 78.77%
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Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation while limiting exposure to general stock market risk. The fund mainly invests in equity securities of issuers listed in the Russell 3000 Index where it measures the performance of the 3,000 largest U.S. companies by market capitalization.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Equity Market Neutral
Peer Group Alternative Equity Market Neutral Funds
Global Macro Alternative Equity
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Equity Market Neutral Funds
Fund Owner Firm Name Federated Hermes
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

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