FTRFX Alternatives & Similar Mutual Funds

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 86 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
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	FTRFX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	FTRFX vs SSASX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	FTRFX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	FTRFX vs EINFX
BCPIX	Brandes Core Plus Fixed Income Fund	0.30%	—	Dec 2007	FTRFX vs BCPIX

Best Risk-Adjusted Alternatives to FTRFX

FTRFX has a PortfoliosLab risk / return rank of 16. There are 111 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
HOBIX	Holbrook Income Fund Class I	99	—	Jul 2016	FTRFX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	92	—	Jul 2010	FTRFX vs LCTIX
GUGAX	GMO Multi-Sector Fixed Income Fund	90	—	Apr 1997	FTRFX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	89	—	Jul 2010	FTRFX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	86	—	May 1999	FTRFX vs MDVAX

Top Performing FTRFX Alternatives (YTD)

FTRFX is at -1.12% YTD. There are 125 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.01%.

Symbol	Name	YTD Return	AUM	Inception
TNUIX	1290 Diversified Bond Fund	3.01%	—	Jul 2015	FTRFX vs TNUIX
MDVAX	MassMutual Diversified Bond Fund	2.33%	—	May 1999	FTRFX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.33%	—	Jul 2016	FTRFX vs HOBIX
PGSIX	Putnam Mortgage Securities Fund	2.29%	—	Feb 1984	FTRFX vs PGSIX
NPCT	Nuveen Core Plus Impact Fund	1.77%	—	Apr 2021	FTRFX vs NPCT

Lowest Volatility Alternatives to FTRFX

FTRFX has 3.94% 1-year volatility. There are 91 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.17%	—	Jun 2017	FTRFX vs AMFIX
ARINX	Archer Income Fund	1.82%	—	Mar 2011	FTRFX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	2.04%	—	Jul 2010	FTRFX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.05%	—	Jul 2016	FTRFX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.10%	—	Jul 2010	FTRFX vs LCTIX

Lowest Drawdown Alternatives to FTRFX

FTRFX has a 1-year max drawdown of -2.86%. There are 47 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
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	FTRFX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	FTRFX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.00%	—	Apr 1997	FTRFX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	FTRFX vs LCTRX
LCTIX	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
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	94	15.85%	—	Mar 2005	FTRFX vs SVAIX
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	16	2.55%	—	Sep 2005	FTRFX vs QILGX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	54	4.61%	—	Sep 2008	FTRFX vs QAMNX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	53	8.33%	—	Oct 2002	FTRFX vs QIACX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	14	8.01%	—	Feb 1986	FTRFX vs KAUFX
FHYSX	Federated Hermes High-Yield Strategy Portfolio	High Yield Bonds	74	0.96%	—	Dec 2008	FTRFX vs FHYSX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	4	-0.82%	—	Aug 1984	FTRFX vs FGSAX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	59	1.32%	—	Aug 1984	FTRFX vs FHYTX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	64	0.85%	—	Nov 2002	FTRFX vs FIHBX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities	0	-6.07%	—	Dec 1995	FTRFX vs BEARX

Often Compared With FTRFX

Investors most often compare FTRFX with ABNDX, FTBFX, TGLMX. These 19 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABNDX	American Funds The Bond Fund of America	Intermediate Core Bond	18	-1.08%	—	May 1974	FTRFX vs ABNDX
FTBFX	Fidelity Total Bond Fund	Intermediate Core-Plus Bond	24	-0.46%	—	Oct 2002	FTRFX vs FTBFX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	40	0.59%	—	Jun 1993	FTRFX vs TGLMX
VITAX	Vanguard Information Technology Index Fund Admiral...	Technology Equities	47	20.86%	169.20B	Mar 2004	FTRFX vs VITAX
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	21	1.60%	—	Jan 2004	FTRFX vs AAIIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	18	3.80%	378.80B	Nov 2000	FTRFX vs VIGAX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	54	0.82%	—	Dec 2006	FTRFX vs LMSMX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond, Investment Grade Bonds	31	-0.32%	—	Jun 2018	FTRFX vs MWIGX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	63	9.33%	1.70T	Nov 2000	FTRFX vs VFIAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	65	1.20%	—	Sep 2007	FTRFX vs SEATX
PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	Global Bonds	12	-0.58%	—	Dec 1992	FTRFX vs PFORX
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	52	0.23%	—	Mar 2007	FTRFX vs PIMIX
SMTRX	ALPS/Smith Total Return Bond Fund	Intermediate Core-Plus Bond	—	—	3.25B	Jun 2018	FTRFX vs SMTRX
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	33	8.26%	—	Feb 1996	FTRFX vs ISCAX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	33	0.03%	—	Nov 2018	FTRFX vs TGRNX
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	Small Cap Blend Equities	66	15.44%	188.20B	Nov 2000	FTRFX vs VSMAX
FDTRX	Franklin DynaTech Fund Class R6	Technology Equities	10	1.72%	—	Jun 2013	FTRFX vs FDTRX
WOBDX	JPMorgan Core Bond Fund	Intermediate Core Bond	21	-0.41%	—	May 1991	FTRFX vs WOBDX
BCOIX	Baird Core Plus Bond Fund	Intermediate Core-Plus Bond	26	-0.21%	—	Sep 2000	FTRFX vs BCOIX

Compare FTRFX with Any Fund or Stock

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

Symbol name

Diversifiers

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

Federated Hermes Total Return Bond Fund (FTRFX) Alternatives