Federated Hermes Short-Interm Total Ret Bd Fd (FGCSX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FGCSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FGCSX
FGCSX charges 0.63% annually. There are 79 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | FGCSX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | FGCSX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | FGCSX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | FGCSX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | FGCSX vs VBISX |
Best Risk-Adjusted Alternatives to FGCSX
FGCSX has a PortfoliosLab risk / return rank of 54. There are 102 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | FGCSX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | FGCSX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | FGCSX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | FGCSX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | FGCSX vs DBLSX |
Top Performing FGCSX Alternatives (YTD)
FGCSX is at 0.32% YTD. There are 113 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 9.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 9.96% | — | Apr 2011 | FGCSX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | FGCSX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | FGCSX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | FGCSX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.98% | — | Sep 2015 | FGCSX vs BATAX |
Lowest Volatility Alternatives to FGCSX
FGCSX has 2.10% 1-year volatility. There are 79 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | FGCSX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | FGCSX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | FGCSX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | FGCSX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 1.11% | — | Nov 2013 | FGCSX vs DFAIX |
Lowest Drawdown Alternatives to FGCSX
FGCSX has a 1-year max drawdown of -1.27%. There are 58 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | FGCSX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | FGCSX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | FGCSX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | FGCSX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | FGCSX vs HOBEX |
Other Mutual Funds from Federated
The 10 most viewed Federated mutual funds shown here include SVAIX, QILGX, QAMNX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | Large Cap Value Equities | 44 | 8.28% | — | Mar 2005 | FGCSX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 34 | 9.74% | — | Sep 2005 | FGCSX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 9 | 0.80% | — | Sep 2008 | FGCSX vs QAMNX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 11 | 5.87% | — | Feb 1986 | FGCSX vs KAUFX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 60 | 8.03% | — | Oct 2002 | FGCSX vs QIACX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 6 | 2.50% | — | Aug 1984 | FGCSX vs FGSAX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 67 | 1.27% | — | Nov 2002 | FGCSX vs FIHBX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 56 | 1.34% | — | Aug 1984 | FGCSX vs FHYTX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -9.23% | — | Dec 1995 | FGCSX vs BEARX | |
| Federated Hermes International Small-Mid Company F... | Foreign Small & Mid Cap Equities | 43 | 11.98% | — | Feb 1996 | FGCSX vs ISCAX |
Often Compared With FGCSX
Investors most often compare FGCSX with DLDFX, SNSAX. These 2 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 95 | 1.61% | — | Mar 2017 | FGCSX vs DLDFX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | FGCSX vs SNSAX |
Compare FGCSX with Any Fund or Stock
Compare FGCSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FGCSX with funds that move differently
Federated Hermes Short-Interm Total Ret Bd Fd alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FGCSX.
Explore FGCSX Diversifiers