Federated Hermes Mutual Funds List
Here you can find all mutual funds issued by Federated Hermes and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 0.91%
- Avg. 1 Year Return
- 15.39%
- Avg. 5 Year Return
- 11.08%
- Median Risk/Return Score
- 47 / 100
Federated Hermes Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Federated Hermes Emerging Market Debt Fund Institu... | Emerging Markets Bonds | Oct 2, 1996 | 0.94% | 3.28% | 4.77% | 2.44% | 80 | ||||||||
| Federated Hermes MDT Mid Cap Growth Fund Class R6 | Mid Cap Growth Equities | Dec 12, 2006 | 0.84% | 0.25% | 15.82% | 5.35% | 5 | ||||||||
| Federated Hermes MDT Large Cap Growth Fund Class A | Large Cap Growth Equities | Sep 15, 2005 | 1.00% | 4.25% | 19.93% | 3.28% | 21 | ||||||||
| Federated Hermes MDT All Cap Core Fund Class R6 | Large Cap Blend Equities | Oct 1, 2002 | 0.73% | 5.67% | 17.18% | 4.47% | 47 | ||||||||
| Federated Hermes Strategic Value Dividend Fund Cla... | Dividend | Mar 30, 2005 | 1.06% | 8.88% | 7.92% | 5.87% | 77 |
Explore top Federated Hermes Mutual Fund Categories and Asset Classes
Federated Hermes Equity Mutual fundsFederated Hermes Bond Mutual fundsFederated Hermes Dividend Mutual fundsFederated Hermes Emerging Markets Bonds Mutual fundsFederated Hermes Large Cap Blend Equities Mutual fundsFederated Hermes Large Cap Growth Equities Mutual fundsFederated Hermes Mid Cap Growth Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Federated Hermes Mutual funds by Risk/Return Score
The top Federated Hermes Mutual funds by PortfoliosLab Risk/Return Score are EMDIX (80) and SVAAX (77).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Federated Hermes Emerging Market Debt Fund Institu... | 80 | — | Oct 1996 | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 77 | — | Mar 2005 | |
| Federated Hermes MDT All Cap Core Fund Class R6 | 47 | — | Oct 2002 | |
| Federated Hermes MDT Large Cap Growth Fund Class A | 21 | — | Sep 2005 | |
| Federated Hermes MDT Mid Cap Growth Fund Class R6 | 5 | — | Dec 2006 |
Best-Performing Federated Hermes Mutual funds Over 5 Years
The top Federated Hermes Mutual funds is QALGX (16.43%).
Across the lineup, Federated Hermes Mutual funds show an average 1-year return of 15.39% and an average 5-year return of 11.08%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Federated Hermes MDT Large Cap Growth Fund Class A | 16.43% | — | Sep 2005 | |
| Federated Hermes MDT All Cap Core Fund Class R6 | 15.20% | — | Oct 2002 | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 10.29% | — | Mar 2005 | |
| Federated Hermes MDT Mid Cap Growth Fund Class R6 | 9.72% | — | Dec 2006 | |
| Federated Hermes Emerging Market Debt Fund Institu... | 3.75% | — | Oct 1996 |
Lowest-Cost Federated Hermes Mutual funds
The top Federated Hermes Mutual funds is QKACX (0.73%).
With an average expense ratio of 0.91%, Federated Hermes Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Federated Hermes MDT All Cap Core Fund Class R6 | 0.73% | — | Oct 2002 | |
| Federated Hermes MDT Mid Cap Growth Fund Class R6 | 0.84% | — | Dec 2006 | |
| Federated Hermes Emerging Market Debt Fund Institu... | 0.94% | — | Oct 1996 | |
| Federated Hermes MDT Large Cap Growth Fund Class A | 1.00% | — | Sep 2005 | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 1.06% | — | Mar 2005 |
Highest-Yield Federated Hermes Mutual funds
The top Federated Hermes Mutual funds is SVAAX (5.87%).
Across the lineup, Federated Hermes Mutual funds show an average dividend yield of 4.28%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund Cla... | 5.87% | — | Mar 2005 | |
| Federated Hermes MDT Mid Cap Growth Fund Class R6 | 5.35% | — | Dec 2006 | |
| Federated Hermes MDT All Cap Core Fund Class R6 | 4.47% | — | Oct 2002 | |
| Federated Hermes MDT Large Cap Growth Fund Class A | 3.28% | — | Sep 2005 | |
| Federated Hermes Emerging Market Debt Fund Institu... | 2.44% | — | Oct 1996 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
QKACX vs. TIBIXQKACX vs. AQGIXQKACX vs. RICGXQKACX vs. FLCSXQKACX vs. VOOSVAAX vs. AMINXSVAAX vs. CAIFXSVAAX vs. MDDVXSVAAX vs. PSISVAAX vs. OIEIXQALGX vs. ANFFXQALGX vs. BBLIXQALGX vs. ACIHXQALGX vs. AMRGXQALGX vs. GXXIXFGSKX vs. DISVFGSKX vs. BARIXFGSKX vs. VOTFGSKX vs. DFIVFGSKX vs. BQMGXEMDIX vs. EELDXEMDIX vs. AMAPXEMDIX vs. GMOQXEMDIX vs. DBLLXEMDIX vs. AGEPX