Federated Hermes Total Return Bond Fund - Institutional Shares (FTRBX) Research

The fund primarily invests in investment-grade, U.S. dollar-denominated fixed-income securities. Additionally, it has the option to allocate funds to high-yield bonds, fixed-income securities denominated in non-U.S. dollars, and emerging market debt. Typically, the total unhedged exposure to non-U.S. dollar fixed-income instruments and foreign currencies will not surpass 10% of the fund's overall assets. Nevertheless, the maximum permitted investment in these non-U.S. dollar and foreign currency holdings is capped at 20% of the fund's total assets.

Market snapshot

Symbol
FTRBX
Price
$9.44
Day change
+0.21%
Market cap
$15.1B
52-week range
9.33-9.68
Sector
Financial Services
Industry
Asset Management - Bonds

Peer companies

  • AB Large Cap Growth Fund (APGCX)
  • American Funds Inflation Linked Bond Fund - Class F-1 (BFIFX)
  • American Funds 2020 Target Date Retirement Fd Cl F-1 (FAOTX)
  • Fidelity Freedom Index 2025 Fund - Investor Class (FQIFX)
  • Fidelity Advisor Strategic Income I (FSRIX)
  • Lord Abbett Ultra Short Bond Fund - Class A (LUBAX)
  • Oakmark International R6 (OAZIX)
  • PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFBPX)

Open Federated Hermes Total Return Bond Fund - Institutional Shares (FTRBX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.