Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Federated Hermes Capital Income Fund · CAPAX, CAPCX, CAPFX, CAPSX, CAPRX | 42% | 0.65% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 2 | Federated Hermes High Yield Strategy Portfolio · FHYSX cheaper | 31% | 0.04% | Federated Advisory Services Company, Federated Investment Management Company |
| 3 | Federated Hermes Total Return Bond Fund · FTRFX, TLRAX, TLRCX, FTRKX, FTRBX, FTRLX cheaper | 27% | 0.38% | Federated Advisory Services Company, Federated Investment Management Company |
| 4 | Federated Hermes Total Return Bond ETF · FTRB cheaper | 21% | 0.39% | Federated Advisory Services Company, Federated Investment Management Company |
| 5 | Federated Hermes International Bond Strategy Portfolio · FIBPX cheaper | 20% | 0.03% | Federated Advisory Services Company, Federated Investment Management Company |
| 6 | Federated Hermes Global Allocation Fund · FSTBX, FSBCX, FSBKX, SBFIX, FSBLX | 18% | 0.84% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 7 | Federated Hermes Mortgage Strategy Portfolio · FMBPX cheaper | 16% | 0.02% | Federated Advisory Services Company, Federated Investment Management Company |
| 8 | Federated Hermes Managed Volatility Fund II | 16% | 1.00% | Federated Advisory Services Company, Federated Investment Management Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 9 | Federated Hermes Corporate Bond Fund · FDBAX, FDBCX, ISHIX, FDBIX, FDBLX cheaper | 14% | 0.59% | Federated Advisory Services Company, Federated Investment Management Company |
| 10 | Federated Hermes MDT Balanced Fund · QABGX, QCBGX, QIBGX, QKBGX | 12% | 1.05% | — |
| 11 | Federated Hermes Ultrashort Bond Fund · FULAX, FULIX, FULBX, FULLX cheaper | 8% | 0.36% | — |
| 12 | Federated Hermes Short-Intermediate Total Return Bond Fund · FGCSX, FGCIX, FGCAX, SRBRX cheaper | 8% | 0.37% | — |
| 13 | Federated Hermes Short-Term Income Fund · FTIAX, FSTYX, FSTIX, FSILX, FTIQX cheaper | 7% | 0.35% | Federated Advisory Services Company, Federated Investment Management Company |
| 14 | Touchstone Variable Series Trust-Touchstone Bond Fund cheaper diff. adviser | 7% | 0.62% | Touchstone Advisors, Inc. |
| 15 | iShares iBonds Dec 2030 Term Treasury ETF · IBTK cheaper diff. adviser | 6% | 0.07% | BlackRock Fund Advisors |
| 16 | FIIG ESG FIXED INCOME FUND FOR RETIREMENT · QDVBX cheaper diff. adviser | 5% | 0.01% | Fisher Asset Management LLC |
| 17 | FIIG FIXED INCOME FUND FOR RETIREMENT · QDIBX cheaper diff. adviser | 5% | 0.01% | Fisher Asset Management LLC |
| 18 | Venerable Bond Index Fund cheaper diff. adviser | 5% | 0.36% | Venerable Investment Advisers, LLC |
| 19 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 5% | 0.03% | SSGA Funds Management, Inc. |
| 20 | Mortgage Core Fund | 5% | — | Federated Advisory Services Company, Federated Investment Management Company |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.