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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.40% 0.15% 11.58M 3358.40
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 0.00% -- Upgrade

Basic Info

Investment Strategy
The investment seeks high current income with a secondary objective of capital appreciation. The fund manager pursues its investment objective by investing primarily in high dividend-paying common stocks with dividend growth potential along with an options overlay strategy. The fund generally invests in high dividend-paying large-cap or mid-cap stocks of U.S. issuers, and may also hold foreign stocks, including depositary receipts.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Federated Hermes
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
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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
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
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-0.34%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.13%
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6.05%
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1.50%
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-36.61%
2.55%
As of January 08, 2026.

Asset Allocation

As of January 06, 2026.
Type % Net
Cash 3.46%
Stock 95.73%
Bond 0.82%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The investment seeks high current income with a secondary objective of capital appreciation. The fund manager pursues its investment objective by investing primarily in high dividend-paying common stocks with dividend growth potential along with an options overlay strategy. The fund generally invests in high dividend-paying large-cap or mid-cap stocks of U.S. issuers, and may also hold foreign stocks, including depositary receipts.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Federated Hermes
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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