Federated Hermes Total Return Bond Fund (FTRFX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FTRFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTRFX
FTRFX charges 0.69% annually. There are 84 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | FTRFX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | FTRFX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | FTRFX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | FTRFX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | FTRFX vs BCOIX |
Best Risk-Adjusted Alternatives to FTRFX
FTRFX has a PortfoliosLab risk / return rank of 19. There are 92 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | FTRFX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 96 | — | Jul 2010 | FTRFX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 95 | — | Jul 2010 | FTRFX vs LCTRX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | FTRFX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 83 | — | Apr 1997 | FTRFX vs GUGAX |
Top Performing FTRFX Alternatives (YTD)
FTRFX is at -0.37% YTD. There are 118 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.62% | — | Jul 2015 | FTRFX vs TNUIX | |
| Nuveen Core Plus Impact Fund | 3.14% | — | Apr 2021 | FTRFX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.93% | — | May 1999 | FTRFX vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.68% | — | Feb 1984 | FTRFX vs PGSIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.56% | — | Sep 2007 | FTRFX vs SEATX |
Lowest Volatility Alternatives to FTRFX
FTRFX has 3.93% 1-year volatility. There are 84 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.14% | — | Jun 2017 | FTRFX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | FTRFX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.94% | — | Jul 2010 | FTRFX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.00% | — | Jul 2010 | FTRFX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | FTRFX vs HOBIX |
Lowest Drawdown Alternatives to FTRFX
FTRFX has a 1-year max drawdown of -2.86%. There are 44 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | FTRFX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | FTRFX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | FTRFX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | FTRFX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | FTRFX vs LCTIX |
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 | 84 | 12.44% | — | Mar 2005 | FTRFX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 20 | 6.34% | — | Sep 2005 | FTRFX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 14 | 1.36% | — | Sep 2008 | FTRFX vs QAMNX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 15 | 11.21% | — | Feb 1986 | FTRFX vs KAUFX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 48 | 8.33% | — | Oct 2002 | FTRFX vs QIACX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | 0.77% | — | Aug 1984 | FTRFX vs FGSAX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 76 | 1.73% | — | Dec 2008 | FTRFX vs FHYSX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 53 | 1.79% | — | Aug 1984 | FTRFX vs FHYTX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 67 | 1.54% | — | Nov 2002 | FTRFX vs FIHBX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -8.18% | — | Dec 1995 | FTRFX vs BEARX |
Often Compared With FTRFX
Investors most often compare FTRFX with ABNDX, FTBFX, TGLMX. These 18 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare FTRFX with Any Fund or Stock
Compare FTRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTRFX with funds that move differently
Federated Hermes Total Return Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTRFX.
Explore FTRFX Diversifiers