Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FTRBX
FTRBX charges 0.39% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among FTRBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | FTRBX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | FTRBX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | FTRBX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | FTRBX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | FTRBX vs WFBIX |
Best Risk-Adjusted Alternatives to FTRBX
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 | 86 | Aug 31, 1973 | FTRBX vs PRCIX | |
| Fidelity Education Income Fund | 82 | Mar 16, 2021 | FTRBX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 82 | Mar 2, 2006 | FTRBX vs LSSAX | |
| Baird Intermediate Bond Fund | 81 | Sep 29, 2000 | FTRBX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 80 | Aug 10, 2016 | FTRBX vs DFXIX |
Top Performing FTRBX Alternatives (YTD)
FTRBX 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... | 2.74% | Aug 24, 1995 | FTRBX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.55% | Mar 2, 2006 | FTRBX vs LSSAX | |
| Dupree Taxable Municipal Bond Fund | 0.43% | Nov 1, 2010 | FTRBX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.40% | Aug 10, 2016 | FTRBX vs DFXIX | |
| Touchstone Impact Bond Fund | 0.31% | Nov 15, 1991 | FTRBX vs TCPYX |
Lowest Volatility Alternatives to FTRBX
FTRBX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.68% | Mar 16, 2021 | FTRBX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.78% | Sep 29, 2000 | FTRBX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | FTRBX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | FTRBX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | FTRBX vs JIBEX |
Lowest Drawdown Alternatives to FTRBX
FTRBX 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 | FTRBX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | FTRBX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | FTRBX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | FTRBX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | FTRBX vs JIBEX |
Other Mutual Funds from Federated
Most popular Federated mutual funds on PortfoliosLab, across asset classes.
Often Compared With FTRBX
What investors most often compare with FTRBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Neuberger Berman Core Bond Fund | Intermediate Core Bond | 45 | -0.38% | Sep 29, 1995 | FTRBX vs NCRLX | |
| Fidelity U.S. Bond Index Fund | Total Bond Market | 37 | 0.05% | — | FTRBX vs FXNAX | |
| Dodge & Cox Income Fund | Total Bond Market | 49 | 0.12% | — | FTRBX vs DODIX | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 35 | -9.70% | Dec 11, 2009 | FTRBX vs SCHG | |
| Schwab U.S. Dividend Equity ETF | Dividend | 40 | 12.35% | Oct 20, 2011 | FTRBX vs SCHD | |
| Berkshire Hathaway Inc. | 15 | -5.03% | — | FTRBX vs BRK-B | ||
| Baird Aggregate Bond Fund Class I | Total Bond Market | 40 | -0.06% | Sep 29, 2000 | FTRBX vs BAGIX | |
| Vanguard Intermediate-Term Corporate Bond ETF | Corporate Bonds | 65 | -0.05% | Nov 19, 2009 | FTRBX vs VCIT | |
| iShares U.S. Treasury Bond ETF | Government Bonds | 35 | 0.22% | Feb 14, 2012 | FTRBX vs GOVT | |
| Fidelity SAI Investment Grade Securitized Fund | Intermediate Core Bond | 58 | 0.15% | May 17, 2023 | FTRBX vs FSMOX | |
| Columbia Bond Fund | Intermediate Core Bond | 65 | 0.03% | Jan 9, 1986 | FTRBX vs UMMGX | |
| Manning & Napier Credit Series | Intermediate Core Bond | 76 | -0.13% | Apr 15, 2020 | FTRBX vs MCDWX |
Compare FTRBX with Any Fund or Stock
Compare FTRBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.