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Morningstar

Federated Hermes Mutual Funds

View all of Federated Hermes’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Federated Hermes Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 15 of 15 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Federated Hermes Adj Rate AFEUGXShort Government—1.71%110.560%Above AverageInstitutional$1,500
Federated Hermes Adj Rate ISFEUNXShort Government—1.81%100.310%Below AverageInstitutional$1.0 Mil
Federated Hermes Cnsrvtv Mncpl Mcsht InsFHMIXMuni National Short—1.29%30.250%LowInstitutional$1.0 Mil
Federated Hermes Intl Small-Mid Co AISCAXForeign Small/Mid Growth7.23%81.240%LowFront Load$1,500
Federated Hermes Intl Small-Mid Co ISISCIXForeign Small/Mid Growth8.10%40.990%Below AverageInstitutional$1.0 Mil
Federated Hermes MDT All Cap Core ISQIACXLarge Blend14.51%40.750%Above AverageInstitutional$1.0 Mil
Federated Hermes MDT All Cap Core R6QKACXLarge Blend13.43%40.740%HighRetirement, Large—
Federated Hermes MDT Large Cap Growth AQALGXLarge Growth15.25%141.000%AverageFront Load$1,500
Federated Hermes MDT Large Cap Growth ISQILGXLarge Growth14.76%90.750%Above AverageInstitutional$1.0 Mil
Federated Hermes MDT Market Neutral AQAMNXEquity Market Neutral9.44%321.340%Below AverageFront Load$1,500
Federated Hermes MDT Market Neutral ISQQMNXEquity Market Neutral9.57%291.090%Below AverageInstitutional$1.0 Mil
Federated Hermes MDT Mid Cap Growth AFGSAXMid-Cap Growth10.73%181.150%AverageFront Load$1,500
Federated Hermes MDT Mid Cap Growth ISFGSIXMid-Cap Growth11.01%170.850%AverageInstitutional$1.0 Mil
Federated Hermes MDT Mid Cap Growth R6FGSKXMid-Cap Growth9.80%170.840%Above AverageRetirement, Large—
Federated Hermes OH Municipal Income ISOMIIXMuni Ohio—< 0.01%120.520%Below AverageInstitutional$1.0 Mil

Federated Hermes Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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