Federated Hermes Mortgage Strategy Portfolio (FMBPX) Alternatives
Federated Hermes Mortgage Strategy Portfolio (FMBPX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FMBPX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FMBPX
FMBPX charges 0.02% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among FMBPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | FMBPX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | FMBPX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | FMBPX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | FMBPX vs WFBIX | |
| TIAA-CREF Bond Index Fund | 0.07% | Sep 14, 2009 | FMBPX vs TBIIX |
Best Risk-Adjusted Alternatives to FMBPX
Among mutual funds in the Intermediate Core Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | FMBPX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | FMBPX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | FMBPX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | FMBPX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | FMBPX vs DFXIX |
Top Performing FMBPX Alternatives (YTD)
FMBPX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | FMBPX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | FMBPX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | FMBPX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | FMBPX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | FMBPX vs TCPYX |
Lowest Volatility Alternatives to FMBPX
FMBPX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | FMBPX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | FMBPX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | FMBPX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | FMBPX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | FMBPX vs JIBEX |
Lowest Drawdown Alternatives to FMBPX
FMBPX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | FMBPX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | FMBPX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | FMBPX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | FMBPX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | FMBPX vs JIBEX |
Other Mutual Funds from Federated
Most popular Federated mutual funds on PortfoliosLab, across asset classes.
Often Compared With FMBPX
What investors most often compare with FMBPX, based on PortfoliosLab usage data.
Compare FMBPX with Any Fund or Stock
Compare FMBPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.