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

68 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FICMX	Federated Hermes Government Income Fund	Government Bonds	Mar 29, 1982	0.63%	0.33%	0.86%	3.73%	35
FIDPX	Federated Hermes International Dividend Strategy P...	Foreign Large Cap Equities	Feb 8, 2015	0.00%	1.27%	7.21%	4.94%	9
FIGTX	Federated Hermes Short-Intermediate Government Fun...	Government Bonds	Feb 17, 1983	0.59%	-0.30%	0.91%	3.65%	17
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	Nov 1, 2002	0.50%	1.16%	5.01%	6.45%	63
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	Corporate Bonds	Dec 20, 1993	0.58%	0.06%	2.46%	4.27%	35
FIMTX	Federated Hermes Intermediate Municipal Fund	Municipal Bonds	Dec 25, 1985	0.69%	0.67%	1.80%	1.76%	17
FISPX	Federated Hermes Max Cap Index Fund	Large Cap Blend Equities	Jul 11, 1990	0.37%	11.37%	15.24%	7.21%	81
FKASX	Federated Hermes Kaufmann Small Cap Fund	Small Cap Growth Equities	Dec 18, 2002	1.36%	11.27%	13.52%	18.61%	20
FMBPX	Federated Hermes Mortgage Strategy Portfolio	Intermediate Core Bond	Dec 20, 2007	0.02%	0.57%	1.43%	5.03%	38
FMDCX	Federated Hermes Mid Cap Index Fund	Mid Cap Blend Equities	Nov 5, 1992	0.57%	14.44%	10.84%	9.32%	62
FMUAX	Federated Hermes Municipal and Stock Advantage Fun...	Diversified Portfolio	Sep 25, 2003	1.00%	5.94%	6.19%	1.25%	94
FMUSX	Federated Hermes Municipal Ultra Short Fund	Municipal Bonds	Oct 23, 2000	0.36%	0.72%	1.65%	1.71%	94
FSHIX	Federated Hermes Short-Intermediate Municipal Fund	Municipal Bonds	Aug 20, 1981	0.46%	0.74%	1.56%	2.19%	34
FSTBX	Federated Hermes Global Allocation Fund	Global Allocation	Dec 30, 1968	1.14%	7.85%	7.23%	5.91%	48
FSTIX	Federated Hermes Short-Term Income Fund	Short-Term Bond	Jul 1, 1986	0.66%	0.91%	2.29%	4.52%	88
FSTKX	Federated Hermes MDT Large Cap Value Fund	Large Cap Value Equities	Mar 31, 1982	0.99%	12.31%	12.85%	5.57%	91
FTGSX	Federated Hermes Total Return Government Bd Fd	Government Bonds	Oct 18, 1995	0.67%	-0.35%	0.53%	3.89%	18
FTRBX	Federated Hermes Total Return Bond Fund Institutio...	Intermediate Core Bond	Oct 1, 1996	0.39%	0.04%	2.25%	4.55%	28
FTRFX	Federated Hermes Total Return Bond Fund	Intermediate Core-Plus Bond	Oct 1, 1996	0.69%	-0.08%	1.85%	4.25%	25
FULBX	Federated Hermes Ultra Short Bond Fund	Ultrashort Bond	May 30, 1997	0.47%	1.40%	2.46%	4.60%	98

Explore top Federated Mutual Fund Categories and Asset Classes

Federated Bond Mutual funds Federated Equity Mutual funds Federated Multi-Asset Mutual funds Federated Alternatives Mutual funds Federated Municipal Bonds Mutual funds Federated Foreign Large Cap Equities Mutual funds Federated Government Bonds Mutual funds Federated High Yield Bonds Mutual funds Federated 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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Time Period

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
FEUGX	Federated Hermes Adjustable Rate Fund	99	—	Dec 1985
FHCOX	Federated Hermes Conservative Microshort Fund	99	—	Feb 2021
FGUSX	Federated Hermes Government Ultrashort Fund	99	—	Jul 1997
FHMIX	Federated Hermes Conservative Municipal Microshort...	99	—	Feb 2021
FULBX	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
KLCIX	Federated Hermes Kaufmann Large Cap Fund	21.44%	—	Dec 2007
QILGX	Federated Hermes MDT Large Cap Growth Fund	18.43%	—	Sep 2005
QCLGX	Federated Hermes MDT Large Cap Growth Fund Class C	17.63%	—	Sep 2005
QIACX	Federated Hermes MDT All Cap Core Fund	15.71%	—	Oct 2002
FISPX	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
FHYSX	Federated Hermes High-Yield Strategy Portfolio	0.02%	—	Dec 2008
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007
FHMIX	Federated Hermes Conservative Municipal Microshort...	0.05%	—	Feb 2021
FHCOX	Federated Hermes Conservative Microshort Fund	0.05%	—	Feb 2021
FGUSX	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
PIUIX	Federated Hermes International Equity Fd	177.43%	—	Aug 1997
KLCIX	Federated Hermes Kaufmann Large Cap Fund	26.02%	—	Dec 2007
LEIFX	Federated Hermes Equity Income Fund	23.98%	—	Dec 1986
FKASX	Federated Hermes Kaufmann Small Cap Fund	18.61%	—	Dec 2002
KAUFX	Federated Hermes Kaufmann Fd	10.13%	—	Feb 1986

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