Growth and Income SMA

Separately Managed Accounts .



A composite of portfolios seeking total return. Portfolios include the stocks of large-, mid-, and small-capitalization companies across a blend of value and growth styles and are structured to provide exposure to all economic sectors of the broader market. Securities are screened and selected based on a fundamental assessment of the company's businesses, including a search for industry-leading companies with strong franchises, valuations and balance sheets, and improving cashflows and dividends.

Key Facts - Part 1
Benchmark S&P 500® Index
Key Facts - Part 2
Strategy Inception Date January 1 2003
Michael Jura
Vice President
Portfolio Manager
Senior Investment Analyst

joined Federated Hermes
12 years of experience
Stephen Gutch, CFA
Senior Vice President
Senior Portfolio Manager

joined Federated Hermes
28 years of experience




Investment strategies described on this site are not necessarily available through every sponsor program. Please check with your Federated Hermes representative or your home office to ascertain accessibility.

For a detailed discussion of Managed Account strategies or to receive additional information, please Contact Us.

Issues discussed within this communication represent the investment manager's explanation of factors that were considered when executing transactions or holding specific securities on the prior date indicated. Because this is a managed portfolio, the investment mix will change and the holdings are not indicative of future portfolio composition. Marketplace conditions fluctuate suddenly and frequently, and investment manager's opinions may change. These comments are not intended to be and do not constitute recommendations that others buy, sell or hold any of the securities discussed. 

Portfolio characteristics are from a representative portfolio and for illustrative purposes only. Actual account characteristics of individual accounts may be different. Portfolio characteristics are as of the date shown above and are based on individual securities in the portfolio on that date. Securities in the portfolio are subject to change. 

Refer to the GIPS report found on this website in the Performance Profile found in the Documents section.

For printing purposes, this commentary must be accompanied by the full GIPS report.

Past performance is no guarantee of future results.

For additional information, including definitions of related terms and indexes, see the Financial Glossary and Benchmark Index Glossary.

Federated Investment Counseling