Federated Hermes U.S. SMID Fund (FHUMX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FHUMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FHUMX
FHUMX charges 0.79% annually. There are 44 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.02% | 224.00B | Dec 2010 | FHUMX vs VMCPX | |
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | FHUMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | FHUMX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | FHUMX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | FHUMX vs FSMAX |
Best Risk-Adjusted Alternatives to FHUMX
FHUMX has a PortfoliosLab risk / return rank of 15. There are 117 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 94 | — | Jan 2005 | FHUMX vs PFSLX | |
| Gotham Enhanced Return Fund | 92 | — | May 2013 | FHUMX vs GENIX | |
| Vanguard Strategic Equity Fund | 92 | 12.20B | Aug 1995 | FHUMX vs VSEQX | |
| Thompson MidCap Fund | 87 | — | Mar 2008 | FHUMX vs THPMX | |
| Hartford Schroders US MidCap Opportunities Fund | 86 | — | Mar 2006 | FHUMX vs SMDIX |
Top Performing FHUMX Alternatives (YTD)
FHUMX is at 12.70% YTD. There are 98 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.93% | — | Jan 2005 | FHUMX vs PFSLX | |
| 13D Activist Fund | 31.16% | — | Dec 2011 | FHUMX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 27.68% | — | Aug 2015 | FHUMX vs FZFLX | |
| Tarkio Fund | 26.91% | — | Jun 2011 | FHUMX vs TARKX | |
| Hodges Fund | 23.62% | — | Oct 1992 | FHUMX vs HDPMX |
Lowest Volatility Alternatives to FHUMX
FHUMX has 21.60% 1-year volatility. There are 120 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | FHUMX vs GWSAX | |
| Boston Trust Midcap Fund | 11.71% | — | — | FHUMX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.76% | — | Jul 1999 | FHUMX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.86% | — | Aug 2011 | FHUMX vs WAMFX | |
| Victory RS Investors Fund | 11.94% | — | Nov 2005 | FHUMX vs RSINX |
Lowest Drawdown Alternatives to FHUMX
FHUMX has a 1-year max drawdown of -11.58%. There are 98 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | FHUMX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | FHUMX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | FHUMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | FHUMX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | FHUMX vs DNLDX |
Other Mutual Funds from Federated
The 10 most viewed Federated mutual funds shown here include SVAIX, QILGX, QAMNX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | Large Cap Value Equities | 95 | 15.38% | — | Mar 2005 | FHUMX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 17 | 4.82% | — | Sep 2005 | FHUMX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 41 | 4.51% | — | Sep 2008 | FHUMX vs QAMNX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 52 | 10.09% | — | Oct 2002 | FHUMX vs QIACX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 15 | 9.61% | — | Feb 1986 | FHUMX vs KAUFX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 62 | 1.30% | — | Dec 2008 | FHUMX vs FHYSX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | 0.92% | — | Aug 1984 | FHUMX vs FGSAX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 48 | 1.63% | — | Aug 1984 | FHUMX vs FHYTX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 51 | 1.08% | — | Nov 2002 | FHUMX vs FIHBX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -8.18% | — | Dec 1995 | FHUMX vs BEARX |
Often Compared With FHUMX
Investors most often compare FHUMX with SMMD, JNVSX, DSMFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare FHUMX with Any Fund or Stock
Compare FHUMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FHUMX with funds that move differently
Federated Hermes U.S. SMID Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FHUMX.
Explore FHUMX Diversifiers