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Federated Hermes Ultrashort Bond Svc (FULBX)

9.26
-0.01
(-0.11%)
As of 8:09:14 AM EDT. Market Open.
Loading Chart for FULBX
  • Previous Close 9.27
  • YTD Return 1.42%
  • Expense Ratio 0.47%
  • Category Ultrashort Bond
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 2.8B
  • Beta (5Y Monthly) 0.09
  • Yield 4.91%
  • 5y Average Return --
  • Holdings Turnover 49.00%
  • Last Dividend 0.11
  • Inception Date May 29, 2019

The fund invests primarily (that is, more than 50%) in investment-grade, fixed-income securities, including but not limited to asset-backed securities and corporate debt securities, but may invest up to 35% of its assets in noninvestment-grade, fixed-income securities. It will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in fixed-income investments.

Federated

Fund Family

Ultrashort Bond

Fund Category

2.8B

Net Assets

2019-05-29

Inception Date

Performance Overview: FULBX

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Trailing returns as of 4/10/2025. Category is Ultrashort Bond.

YTD Return

FULBX
1.42%
Category
0.23%
 

1-Year Return

FULBX
6.07%
Category
0.98%
 

3-Year Return

FULBX
4.41%
Category
1.85%
 

5-Year Return

FULBX
3.51%
Category
1.66%
 

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Holdings: FULBX

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Sector Weightings

SectorFULBX
Industrials   7.41%
Healthcare   3.70%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: FULBX

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Research Reports: FULBX

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