Top 90 Federated Funds

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Federated Funds

  • Net Assets
  • $420 B
  • Oldest Fund Launched In
  • 1968
  • # of Funds | Share Classes
  • 91 | 316
  • AVG Manager Tenure
  • 14.1 years
  • Expense range
  • 0.1% to 9.9% AVG: 0.7%
  • % of no load funds
  • 66%

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Overview

This is a list of Federated Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on Federated Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for Federated Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for Federated Funds.

Dividend

This page includes relevant dividend information on Federated Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for Federated Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in Federated Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for Federated Funds.

Fund Name Share Class & Symbol Primary Category Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Category Exp Ratio Primary Manager Tenure (yrs)
Federated Hermes Government Obligations Fund Inst (GOIXX) Money Market $135,287.59 0.00% 29.10% 0.33% 16.85
Federated Hermes Trust for U.S. Treasury Obligations A (TOIXX) Money Market $60,808.67 0.00% 26.49% 0.29% 13.84
Federated Hermes U.S. Treasury Cash Reserves Inst (UTIXX) Money Market $40,611.57 0.00% 28.20% 0.30% 13.1
Federated Hermes Prime Cash Obligations Fund Inst (PCOXX) Money Market $29,270.23 0.00% 20.34% 0.30% 16.85
Federated Hermes Institutional Prime Obligations Fund A (POIXX) Money Market $23,600.67 0.00% 93.15% 0.28% 10.84
Federated Hermes Institutional Prime Value Obligations Fund Inst (PVOXX) Money Market $17,486.14 0.00% 32.43% 0.29% 13.84
Federated Hermes Government Reserves Fund Other (GRFXX) Money Market $10,868.06 0.00% 27.69% 1.20% 15.44
Federated Hermes Total Return Bond Fund Inst (FTRFX) U.S. Investment-Grade Bond $9,460.40 4.49% 10.71% 0.94% 22.6
Federated Hermes Institutional High Yield Bond Fund Inst (FIHBX) U.S. Below-Investment-Grade Bond $8,899.05 -0.82% 21.66% 0.54% 17.76
Federated Hermes Kaufmann Fd Retirement (KAUFX) Total Dividend Income Equity $7,767.50 9.30% 49.29% 2.21% 34.46
Federated Hermes Govt Obligations Tax-Managed Fund A (GTSXX) Money Market $7,471.49 0.00% 74.22% 0.54% 15.84
Federated Hermes Strategic Value Dividend Fund Inst (SVAIX) North America Equity $7,277.55 -13.95% 86.73% 0.93% 13.76
Federated Hermes Kaufmann Small Cap Fund A (FKASX) Total Dividend Income Equity $6,668.01 23.74% 3.27% 1.52% 17.63
Federated Hermes Capital Reserves Fund Other (FRFXX) Money Market $4,312.72 0.00% 58.31% 1.21% 15.44
Federated Hermes Kaufmann Large Cap Fund Inst (KLCIX) U.S. Large-Cap Growth Equity $4,163.33 24.79% 55.77% 0.93% 12.66
Federated Hermes Ultra Short Bond Fund Inst (FULBX) U.S. Investment-Grade Bond $4,155.18 0.11% 64.69% 0.94% 21.76
Federated Hermes Tax-Free Obligations Fund Inst (TBIXX) Money Market $3,766.61 0.00% 51.36% 0.29% 13.84
Federated Hermes Treasury Obligations Fund Other (TTOXX) Money Market $3,738.55 0.00% 86.30% 0.31% 13.84
Federated Hermes Municipal Obligations Fund Inst (MOFXX) Money Market $3,645.81 0.00% 8.46% 0.30% 13.84
Federated Hermes Municipal Ultra Short Fund Inst (FMUSX) U.S. Investment-Grade Bond $2,609.24 0.00% 66.95% 0.44% 19.78
Fund Name YTD YTD Rank in Primary Category 1 Year Return 1 Year Rank in Primary Category 3 Year Return 3 Year Rank in Primary Category
Fund Name 5 Year Return 5 Year Rank in Primary Category 10 Year Return 10 Year Rank in Primary Category Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash

Federated is a company that sells mutual funds with $420,446M in assets under management. The average expense ratio from all Federated mutual funds is 0.74%. 65.51% of these mutual funds are no load funds. The oldest fund was launched in 1968; Federated Global Allocation A (Liquid error: internal). The average manager tenure for all managers at Federated is 14.12 years. The company offers investors 91 mutual funds, in terms of unique funds, not share classes.


In addition to mutual funds, the company also offers managed accounts, closed-end funds, collective investment funds, variable annuity funds, private funds, and other investment vehicles. Federated has its headquarters in Pittsburgh, Pennsylvania. It was founded in 1955 by John F. Donahue and Richard B. Fisher. Since introducing money market funds for institutions in 1974, Federated has grown to become one of the largest U.S. based money market fund managers.

Headquarters

Pittsburgh, Pennsylvania


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