FTRBX Alternatives & Similar Mutual Funds

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 34 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007	FTRBX vs FMBPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	—	Sep 2014	FTRBX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	—	Dec 2019	FTRBX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	—	Dec 2019	FTRBX vs QDVBX
WFBIX	iShares U.S. Aggregate Bond Index Fund	0.05%	—	Jul 1993	FTRBX vs WFBIX

Best Risk-Adjusted Alternatives to FTRBX

FTRBX has a PortfoliosLab risk / return rank of 27. There are 19 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.

Symbol	Name	Risk / Return Rank	AUM	Inception
LSSAX	Loomis Sayles Securitized Asset Fund	65	—	Mar 2006	FTRBX vs LSSAX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	55	—	Aug 1995	FTRBX vs PCGTX
STWTX	Hartford Schroders Tax-Aware Bond Fund	49	—	Oct 2011	FTRBX vs STWTX
DFXIX	DFA Diversified Fixed Income Portfolio	42	—	Aug 2016	FTRBX vs DFXIX
MCDWX	Manning & Napier Credit Series	41	—	Apr 2020	FTRBX vs MCDWX

Top Performing FTRBX Alternatives (YTD)

FTRBX is at 0.15% YTD. There are 73 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 3.02%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	3.02%	—	Aug 1995	FTRBX vs PCGTX
LSSAX	Loomis Sayles Securitized Asset Fund	1.24%	—	Mar 2006	FTRBX vs LSSAX
STWTX	Hartford Schroders Tax-Aware Bond Fund	1.07%	—	Oct 2011	FTRBX vs STWTX
FSMOX	Fidelity SAI Investment Grade Securitized Fund	0.98%	—	May 2023	FTRBX vs FSMOX
DFXIX	DFA Diversified Fixed Income Portfolio	0.94%	—	Aug 2016	FTRBX vs DFXIX

Lowest Volatility Alternatives to FTRBX

FTRBX has 4.04% 1-year volatility. There are 65 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.

Symbol	Name	Volatility 1Y	AUM	Inception
FEDUX	Fidelity Education Income Fund	2.47%	—	Mar 2021	FTRBX vs FEDUX
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.49%	—	Sep 2000	FTRBX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.53%	—	Sep 2000	FTRBX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	2.61%	—	Aug 2016	FTRBX vs DFXIX
JIBEX	Johnson Institutional Intermediate Bond Fund	2.73%	—	Aug 2000	FTRBX vs JIBEX

Lowest Drawdown Alternatives to FTRBX

FTRBX has a 1-year max drawdown of -2.80%. There are 21 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
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	—	Aug 2016	FTRBX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	—	Mar 2021	FTRBX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	—	Sep 2000	FTRBX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	-2.07%	—	Sep 2000	FTRBX vs BIMIX
CRAIX	CCM Community Impact Bond Fund	-2.15%	—	Aug 1999	FTRBX vs CRAIX

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
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	70	8.76%	—	Mar 2005	FTRBX vs SVAIX
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	32	9.41%	—	Sep 2005	FTRBX vs QILGX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	6	-0.14%	—	Sep 2008	FTRBX vs QAMNX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	10	5.87%	—	Feb 1986	FTRBX vs KAUFX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	56	7.80%	—	Oct 2002	FTRBX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	5	1.66%	—	Aug 1984	FTRBX vs FGSAX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	64	1.27%	—	Nov 2002	FTRBX vs FIHBX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	59	1.50%	—	Aug 1984	FTRBX vs FHYTX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities	0	-9.50%	—	Dec 1995	FTRBX vs BEARX
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	38	12.00%	—	Feb 1996	FTRBX vs ISCAX

Often Compared With FTRBX

Investors most often compare FTRBX with NCRLX, FXNAX, DODIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NCRLX	Neuberger Berman Core Bond Fund	Intermediate Core Bond	23	0.50%	—	Sep 1995	FTRBX vs NCRLX
FXNAX	Fidelity U.S. Bond Index Fund	Total Bond Market	23	0.40%	—	—	FTRBX vs FXNAX
DODIX	Dodge & Cox Income Fund	Total Bond Market	29	0.51%	—	—	FTRBX vs DODIX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	39	6.42%	61.08B	Dec 2009	FTRBX vs SCHG
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	FTRBX vs SCHD
BRK-B	Berkshire Hathaway Inc.		23	-5.43%	—	—	FTRBX vs BRK-B
BAGIX	Baird Aggregate Bond Fund Class I	Total Bond Market	26	0.42%	—	Sep 2000	FTRBX vs BAGIX
VCIT	Vanguard Intermediate-Term Corporate Bond ETF	Corporate Bonds	42	0.18%	68.10B	Nov 2009	FTRBX vs VCIT
GOVT	iShares U.S. Treasury Bond ETF	Government Bonds	28	-0.11%	41.89B	Feb 2012	FTRBX vs GOVT
PCIFX	PACE Intermediate Fixed Income Investments	Intermediate Core Bond	36	0.55%	—	Aug 1995	FTRBX vs PCIFX
UMMGX	Columbia Bond Fund	Intermediate Core Bond	—	—	—	Jan 1986	FTRBX vs UMMGX
PRCIX	T. Rowe Price New Income Fund	Intermediate Core Bond	34	0.13%	—	Aug 1973	FTRBX vs PRCIX
FHYSX	Federated Hermes High-Yield Strategy Portfolio	High Yield Bonds	71	1.36%	—	Dec 2008	FTRBX vs FHYSX
TCPYX	Touchstone Impact Bond Fund	Intermediate Core Bond	25	0.53%	—	Nov 1991	FTRBX vs TCPYX
DUTMX	Dupree Taxable Municipal Bond Fund	Intermediate Core Bond	19	0.88%	—	Nov 2010	FTRBX vs DUTMX
OWFIX	Old Westbury Fixed Income Fund	Intermediate Core Bond	23	0.00%	—	Mar 1998	FTRBX vs OWFIX
NMKBX	North Square McKee Bond Fund	Intermediate Core Bond	25	0.49%	—	Dec 2020	FTRBX vs NMKBX
TRLVX	SEI Institutional Managed Trust Core Fixed Income ...	Intermediate Core Bond	18	0.16%	—	May 1987	FTRBX vs TRLVX
MCBDX	MassMutual Core Bond Fund	Intermediate Core Bond	39	0.85%	—	Sep 1994	FTRBX vs MCBDX
SCOAX	SEI Institutional Investments Trust Core Fixed Inc...	Intermediate Core Bond	21	0.30%	—	Jun 1996	FTRBX vs SCOAX

Compare FTRBX with Any Fund or Stock

Compare FTRBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX) Alternatives