Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX) 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 FTRBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTRBX
FTRBX charges 0.39% annually. There are 39 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | FTRBX vs VBMPX | |
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | FTRBX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | FTRBX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | FTRBX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | FTRBX vs QDVBX |
Best Risk-Adjusted Alternatives to FTRBX
FTRBX has a PortfoliosLab risk / return rank of 18. There are 14 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 53.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 53 | 19.40B | Mar 1994 | FTRBX vs VCAIX | |
| Loomis Sayles Securitized Asset Fund | 51 | — | Mar 2006 | FTRBX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 46 | — | Oct 2011 | FTRBX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 43 | — | Aug 1995 | FTRBX vs PCGTX | |
| Manning & Napier Credit Series | 29 | — | Apr 2020 | FTRBX vs MCDWX |
Top Performing FTRBX Alternatives (YTD)
FTRBX is at -0.97% YTD. There are 78 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 1.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 1.84% | — | Aug 1995 | FTRBX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.78% | — | Mar 2006 | FTRBX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.55% | — | Aug 2016 | FTRBX vs DFXIX | |
| Manning & Napier Credit Series | 0.46% | — | Apr 2020 | FTRBX vs MCDWX | |
| Fidelity Education Income Fund | 0.15% | — | Mar 2021 | FTRBX vs FEDUX |
Lowest Volatility Alternatives to FTRBX
FTRBX has 3.97% 1-year volatility. There are 90 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.32%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.32% | 19.40B | Mar 1994 | FTRBX vs VCAIX | |
| Fidelity Education Income Fund | 2.36% | — | Mar 2021 | FTRBX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.39% | — | Sep 2000 | FTRBX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.40% | — | Sep 2000 | FTRBX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.58% | — | Aug 2016 | FTRBX vs DFXIX |
Lowest Drawdown Alternatives to FTRBX
FTRBX has a 1-year max drawdown of -2.80%. There are 24 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | FTRBX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | FTRBX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | FTRBX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | FTRBX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | FTRBX vs FTHRX |
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 | FTRBX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 17 | 4.82% | — | Sep 2005 | FTRBX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 41 | 4.51% | — | Sep 2008 | FTRBX vs QAMNX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 52 | 10.09% | — | Oct 2002 | FTRBX vs QIACX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 15 | 9.61% | — | Feb 1986 | FTRBX vs KAUFX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 62 | 1.30% | — | Dec 2008 | FTRBX vs FHYSX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | 0.92% | — | Aug 1984 | FTRBX vs FGSAX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 48 | 1.63% | — | Aug 1984 | FTRBX vs FHYTX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 51 | 1.08% | — | Nov 2002 | FTRBX vs FIHBX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -8.18% | — | Dec 1995 | FTRBX vs BEARX |
Often Compared With FTRBX
Investors most often compare FTRBX with NCRLX, FXNAX, DODIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare FTRBX with Any Fund or Stock
Compare FTRBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTRBX with funds that move differently
Federated Hermes Total Return Bond Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTRBX.
Explore FTRBX Diversifiers