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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.


Issuer is Federated
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 Government Income FundGovernment BondsMar 29, 19820.63%
-0.19%
0.86%
3.37%
47
Federated Hermes International Dividend Strategy P...Foreign Large Cap EquitiesFeb 8, 20150.00%
4.62%
7.76%
4.08%
80
Federated Hermes Short-Intermediate Government Fun...Government BondsFeb 17, 19830.59%
-0.47%
0.90%
3.39%
46
Federated Hermes Institutional High Yield Bond Fun...High Yield BondsNov 1, 20020.50%
-0.88%
5.20%
5.97%
88
Federated Hermes Intermediate Corporate Bond FundCorporate BondsDec 20, 19930.58%
-0.79%
2.49%
3.88%
72
Federated Hermes Intermediate Municipal FundMunicipal BondsDec 25, 19850.69%
-1.02%
1.74%
1.49%
15
Federated Hermes Max Cap Index FundLarge Cap Blend EquitiesJul 11, 19900.37%
-3.67%
13.83%
8.34%
41
Federated Hermes Kaufmann Small Cap FundSmall Cap Growth EquitiesDec 18, 20021.36%
-5.40%
12.58%
21.88%
38
Federated Hermes Mortgage Strategy PortfolioIntermediate Core BondDec 20, 20070.02%
-0.06%
1.46%
4.59%
57
Federated Hermes Mid Cap Index FundMid Cap Blend EquitiesNov 5, 19920.57%
3.37%
10.19%
10.32%
24
Federated Hermes Municipal and Stock Advantage Fun...Diversified PortfolioSep 25, 20031.00%
-1.42%
5.59%
1.27%
50
Federated Hermes Municipal Ultra Short FundMunicipal BondsOct 23, 20000.36%
0.00%
1.59%
1.56%
46
Federated Hermes Short-Intermediate Municipal FundMunicipal BondsAug 20, 19810.46%
-0.30%
1.47%
2.19%
41
Federated Hermes Global Allocation FundGlobal AllocationDec 30, 19681.14%
-1.16%
6.50%
6.45%
66
Federated Hermes Short-Term Income FundShort-Term BondJul 1, 19860.66%
-0.09%
2.23%
4.19%
96
Federated Hermes MDT Large Cap Value FundLarge Cap Value EquitiesMar 31, 19820.99%
1.90%
12.08%
6.14%
51
Federated Hermes Total Return Government Bd FdGovernment BondsOct 18, 19950.67%
-0.56%
0.55%
3.59%
29
Federated Hermes Total Return Bond Fund Institutio...Intermediate Core BondOct 1, 19960.39%
-0.85%
2.33%
4.20%
34
Federated Hermes Total Return Bond FundIntermediate Core-Plus BondOct 1, 19960.69%
-1.00%
1.92%
3.92%
37
Federated Hermes Ultra Short Bond FundUltrashort BondMay 30, 19970.47%
0.30%
2.40%
4.32%
99

Rows per page

21–40 of 68

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.

0%Annualized Volatility0%Annualized Return

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