Federated Mutual Funds List
Here you can find all mutual funds issued by Federated and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 68
- Avg. Expense Ratio
- 0.82%
- Avg. 1 Year Return
- 11.10%
- Avg. 5 Year Return
- 4.28%
- Median Risk/Return Score
- 47 / 100
Federated 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 Capital Income Fund | Diversified Portfolio | May 26, 1988 | 0.88% | 4.74% | 6.26% | 3.27% | 84 | ||||||||
| Federated Hermes Municipal and Stock Advantage Fun... | Diversified Portfolio | Sep 25, 2003 | 1.00% | 5.94% | 6.19% | 1.25% | 94 | ||||||||
| Federated Hermes Global Allocation Fund | Global Allocation | Dec 30, 1968 | 1.14% | 7.85% | 7.23% | 5.91% | 48 | ||||||||
| Federated Hermes Emerging Markets Equity Fund | Emerging Markets Diversified | Mar 30, 2017 | 0.98% | 36.70% | — | 1.25% | 92 | ||||||||
| Federated Hermes MDT Balanced Fund | Diversified Portfolio | Sep 30, 2002 | 1.06% | 5.44% | 11.22% | 8.40% | 24 |
Explore top Federated Mutual Fund Categories and Asset Classes
Federated Bond Mutual fundsFederated Equity Mutual fundsFederated Multi-Asset Mutual fundsFederated Alternatives Mutual fundsFederated Municipal Bonds Mutual fundsFederated Foreign Large Cap Equities Mutual fundsFederated Government Bonds Mutual fundsFederated High Yield Bonds Mutual fundsFederated Corporate Bonds 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 Mutual funds by Risk/Return Score
The top Federated Mutual funds by PortfoliosLab Risk/Return Score are FEUGX (99) and FHCOX (99).
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 Adjustable Rate Fund | 99 | — | Dec 1985 | |
| Federated Hermes Conservative Microshort Fund | 99 | — | Feb 2021 | |
| Federated Hermes Government Ultrashort Fund | 99 | — | Jul 1997 | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | |
| Federated Hermes Ultra Short Bond Fund | 98 | — | May 1997 |
Best-Performing Federated Mutual funds Over 5 Years
The top Federated Mutual funds is KLCIX (21.44%).
Across the lineup, Federated Mutual funds show an average 1-year return of 11.10% and an average 5-year return of 4.28%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Federated Hermes Kaufmann Large Cap Fund | 21.44% | — | Dec 2007 | |
| Federated Hermes MDT Large Cap Growth Fund | 18.43% | — | Sep 2005 | |
| Federated Hermes MDT Large Cap Growth Fund Class C | 17.63% | — | Sep 2005 | |
| Federated Hermes MDT All Cap Core Fund | 15.71% | — | Oct 2002 | |
| Federated Hermes Max Cap Index Fund | 13.63% | — | Jul 1990 |
Lowest-Cost Federated Mutual funds
The top Federated Mutual funds is FHYSX (0.02%).
With an average expense ratio of 0.82%, Federated 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 High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | |
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | |
| Federated Hermes Conservative Microshort Fund | 0.05% | — | Feb 2021 | |
| Federated Hermes Government Ultrashort Fund | 0.26% | — | Jul 1997 |
Highest-Yield Federated Mutual funds
The top Federated Mutual funds is PIUIX (177.43%).
Across the lineup, Federated Mutual funds show an average dividend yield of 7.79%, 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 International Equity Fd | 177.43% | — | Aug 1997 | |
| Federated Hermes Kaufmann Large Cap Fund | 26.02% | — | Dec 2007 | |
| Federated Hermes Equity Income Fund | 23.98% | — | Dec 1986 | |
| Federated Hermes Kaufmann Small Cap Fund | 18.61% | — | Dec 2002 | |
| Federated Hermes Kaufmann Fd | 10.13% | — | Feb 1986 |
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Top Mutual funds Comparisons
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