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 Mutual 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.

1 to 24 of 24 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Federated Hermes Conservative Municipal Microshort Fund Institutional SharesFHMIXMuni National Short—1.86%10.250%LowInstitutional$1M
Federated Hermes MDT Large Cap Growth Fund Class A SharesQALGXLarge Growth
11.75%501.000%AverageFront Load$1,500
Federated Hermes Intermediate Corporate Bond Fund Institutional SharesFIIFXCorporate Bond
−1.32%130.520%AverageInstitutional$1M
Federated Hermes MDT Mid Cap Growth Fund Class A SharesFGSAXMid-Cap Growth
6.73%561.150%AverageFront Load$1,500
Federated Hermes MDT All Cap Core Fund Class R6 SharesQKACXLarge Blend
13.69%550.740%HighRetirement, Large$0
Federated Hermes International Small-Mid Company Fund Institutional ClassISCIXForeign Small/Mid Growth
8.39%420.990%Below AverageInstitutional$1M
Federated Hermes MDT Large Cap Value Fund Institutional SharesFMSTXLarge Value
20.01%150.770%Above AverageInstitutional$1M
Federated Hermes MDT Large Cap Growth Fund Class R6 SharesQRLGXLarge Growth
12.01%490.720%HighRetirement, Large$0
Federated Hermes MDT All Cap Core Fund Institutional SharesQIACXLarge Blend
13.70%550.750%Above AverageInstitutional$1M
Federated Hermes MDT Large Cap Growth Fund Institutional SharesQILGXLarge Growth
11.97%490.750%Above AverageInstitutional$1M
Federated Hermes MDT Large Cap Value Fund Class R6FSTLXLarge Value
20.07%150.700%Above AverageRetirement, Large—
Federated Hermes MDT Large Cap Value Fund Class AFSTRXLarge Value
19.83%160.990%AverageFront Load$1,500
Federated Hermes Adjustable Rate Fund A SharesFEUGXShort Government—1.48%120.560%Above AverageInstitutional$1,500
Federated Hermes MDT Large Cap Value Fund Class CQCLVXLarge Value
19.08%191.810%Above AverageLevel Load$1,500
Federated Hermes Municipal UltraShort Fund Class R6 SharesFMULXMuni National Short—1.17%200.340%Below AverageRetirement, Large$0
Federated Hermes MDT Mid Cap Growth Fund Institutional SharesFGSIXMid-Cap Growth
6.99%550.850%AverageInstitutional$1M
Federated Hermes MDT All Cap Core Fund Class A SharesQAACXLarge Blend
13.42%571.050%Above AverageFront Load$1,500
Federated Hermes Adjustable Rate Fund Institutional SharesFEUNXShort Government—1.67%90.310%AverageInstitutional$1M
Federated Hermes MDT Mid Cap Growth Fund Class C SharesFGSCXMid-Cap Growth
6.09%621.950%Above AverageLevel Load$1,500
Federated Hermes Intermediate Corporate Bond Fund R6 SharesICBRXCorporate Bond
−1.39%150.460%Above AverageRetirement, Large$0
Federated Hermes MDT Large Cap Value Fund Class RQRLVXLarge Value
19.42%181.440%HighRetirement, Medium—
Federated Hermes MDT Large Cap Value Fund Service SharesFSTKXLarge Value
19.81%160.990%HighInstitutional$1M
Federated Hermes International Small-Mid Company Fund Class AISCAXForeign Small/Mid Growth
8.20%431.240%Below AverageFront Load$1,500
Federated Hermes MDT Mid Cap Growth Fund Class R6 SharesFGSKXMid-Cap Growth
6.98%550.840%HighRetirement, Large$0

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 assess a fund's ability to outperform its Morningstar Category index after fees.

  • 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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