FTRFX Mutual Fund

FTRFX Mutual Fund

NAV$9.29
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Fund Essentials - as of Feb 28, 2026

Net Assets
$96M
Expense Ratio
0.69%
Dividend Yield (Current)
3.13%
Holdings
990
Inception Date
Oct 1, 1996
Fund Family
Federated Hermes
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-1.69%
1 Year+2.58%
3 Year+2.91%
5 Year-0.99%
10 Year+1.43%

Asset Allocation

Stocks: 8.04%
Bonds: 63.37%
Other: 28.60%
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Top Holdings

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TickerNameWeight
FGFIXFederated Core Tr Mtg Core Portfolio20.82%
148:HKKingboard Holdings Ltd7.99%
-Us Treasury N/B 11/35 46.82%
T 4.125 10/31/31Treasury Note (Otr) 4.13% Oct 31, 20314.88%
T 4.25 02/15/54Treasury Bond 4.25 02/15/20542.54%
Top 10 Concentration: 51.32%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
3.13%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FTRFX Mutual Fund Overview

FTRFX Mutual Fund (Federated Hermes Total Return Bond Fund Service Class) is managed by Federated Hermes with $96.1M in net assets. FTRFX expense ratio is 0.69%, holding 990 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1996-10-01.

FTRFX performance shows a YTD return of -1.69%. The 1-year return is 2.58% and the 5-year return is -0.99%. FTRFX dividend yield stands at 3.13%, paid monthly.

FTRFX top holdings include Federated Core Tr Mtg Core Portfolio (20.8%), Kingboard Holdings Ltd (8.0%), Us Treasury N/B 11/35 4 (6.8%), Treasury Note (Otr) 4.13% Oct 31, 2031 (4.9%), Treasury Bond 4.25 02/15/2054 (2.5%). Go to all FTRFX holdings, FTRFX sectors, or FTRFX dividends.

FTRFX can be compared against other funds. Use FTRFX overlap to find shared positions, or FTRFX vs another fund for a side-by-side view. FTRFX alternatives are available via the screener, along with tax-loss harvesting opportunities.