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Federated Hermes Total Return Bond ETF FTRB

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub

Morningstar’s Analysis FTRB

Will FTRB outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FTRB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FTRB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FTRB’s parent organization’s priorities and whether they’re in line with investors’ interests.

Federated Hermes Total Return Bond ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FTRB

More FTRB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federated Mortgage Core Portfolio

13.97 14.7 Mil
—

2 Year Treasury Note Future June 24

12.56 13.2 Mil
Government

iShares MBS ETF

7.77 8.2 Mil
—

United States Treasury Notes 4.625%

3.29 3.5 Mil
Government

United States Treasury Notes 4.25%

3.04 3.2 Mil
Government

United States Treasury Notes 4.625%

2.87 3.0 Mil
Government

Us 5yr Note (Cbt) Jun24 Xcbt 20240628

2.71 2.9 Mil
Government

Federated Emerging Markets Core

2.54 2.7 Mil
—

United States Treasury Notes 4%

2.24 2.4 Mil
Government

Federated Project and Trade Fin Cor

2.00 2.1 Mil
—