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Federated Hermes Total Return Bond Svc (FTRFX)

9.51
+0.02
+(0.21%)
At close: 8:03:50 PM EDT
Loading Chart for FTRFX
  • Previous Close 9.49
  • YTD Return 2.50%
  • Expense Ratio 0.69%
  • Category Intermediate Core-Plus Bond
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 15.44B
  • Beta (5Y Monthly) 0.97
  • Yield 4.11%
  • 5y Average Return --
  • Holdings Turnover 60.00%
  • Last Dividend 0.06
  • Inception Date Apr 17, 2015

The fund pursues its investment objective by investing primarily in U.S. dollar denominated, investment-grade, fixed-income securities. In addition, it may invest in high-yield, non-U.S. dollar denominated, and emerging market fixed- income securities. The amount of any unhedged non-U.S. dollar denominated fixed-income securities and foreign currencies in the fund's portfolio will normally not exceed 10% of the fund's total assets. The maximum amount that the fund may invest in non-U.S. dollar denominated fixed-income securities and foreign currencies is 20% of the fund's total assets.

Federated

Fund Family

Intermediate Core-Plus Bond

Fund Category

15.44B

Net Assets

2015-04-17

Inception Date

Performance Overview: FTRFX

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Trailing returns as of 3/31/2025. Category is Intermediate Core-Plus Bond.

YTD Return

FTRFX
2.50%
Category
0.61%
 

1-Year Return

FTRFX
5.89%
Category
3.06%
 

3-Year Return

FTRFX
0.52%
Category
5.69%
 

5-Year Return

FTRFX
0.24%
Category
3.75%
 

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Holdings: FTRFX

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Sector Weightings

SectorFTRFX
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: FTRFX

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Research Reports: FTRFX

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