Federated Hermes Total Return Bond Fund (FTRFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FTRFX
FTRFX charges 0.69% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among FTRFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | FTRFX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | FTRFX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | FTRFX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | FTRFX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | FTRFX vs BCOIX |
Best Risk-Adjusted Alternatives to FTRFX
Among mutual funds in the Intermediate Core-Plus 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 | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | FTRFX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | FTRFX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | FTRFX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | FTRFX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | FTRFX vs MDVAX |
Top Performing FTRFX Alternatives (YTD)
FTRFX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | FTRFX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | FTRFX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | FTRFX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | FTRFX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | FTRFX vs TGLMX |
Lowest Volatility Alternatives to FTRFX
FTRFX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | FTRFX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | FTRFX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | FTRFX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | FTRFX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | FTRFX vs TGRNX |
Lowest Drawdown Alternatives to FTRFX
FTRFX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | FTRFX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | FTRFX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | FTRFX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | FTRFX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | FTRFX vs MWIGX |
Other Mutual Funds from Federated
Most popular Federated mutual funds on PortfoliosLab, across asset classes.
Often Compared With FTRFX
What investors most often compare with FTRFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Funds The Bond Fund of America | Intermediate Core Bond | 47 | -0.85% | May 28, 1974 | FTRFX vs ABNDX | |
| Fidelity Total Bond Fund | Total Bond Market | 63 | -0.49% | Oct 15, 2002 | FTRFX vs FTBFX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | FTRFX vs AAIIX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | FTRFX vs BCPIX |
Compare FTRFX with Any Fund or Stock
Compare FTRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.