TBSXX Mutual Fund

TBSXX Mutual Fund

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Fund Essentials - as of Jul 31, 2026

Net Assets
$436M
Expense Ratio
0.46%
Dividend Yield (Current)
1.40%
Holdings
371
Inception Date
Jul 5, 1994
Fund Family
Federated Hermes
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.73%
1 Year+1.30%
3 Year+2.70%
5 Year+2.10%
10 Year+1.37%

Asset Allocation

Stocks: 1.26%
Bonds: 96.90%
Other: 1.84%
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Top Holdings

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TickerNameWeight
-Nuveen Enhanced Amt-Free Municipal Credit Opportunities Fund Vrdp Vrdo 0% 12/01/20402.09%
-Parish of St James La 11/01/20401.92%
-Nuveen Amt-Free Municipal Credit Income Fund, (Series 4), 1.0% , 6/1/20461.82%
-Tender Option Bond Trust Receipts/Certificates 2.170000% 11/01/20541.34%
-Public Fin Auth 2.10% 03/01/2026 2.1 2026-03-011.33%
Top 10 Concentration: 14.27%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.40%
Frequency
Monthly
Latest Distribution
$0.00
-

Peer Comparison

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

TBSXX Mutual Fund Overview

TBSXX Mutual Fund (Federated Hermes Tax-Free Obligations Fund Service Class) is managed by Federated Hermes with $436.4M in net assets. TBSXX expense ratio is 0.46%, holding 371 positions across sectors including Financials, Real Estate, Health Care. Inception date: 1994-07-05.

TBSXX performance shows a YTD return of 0.73%. The 1-year return is 1.30% and the 5-year return is 2.10%. TBSXX dividend yield stands at 1.40%, paid monthly.

TBSXX top holdings include Nuveen Enhanced Amt-Free Municipal Credit Opportunities Fund Vrdp Vrdo 0% 12/01/2040 (2.1%), Parish of St James La 11/01/2040 (1.9%), Nuveen Amt-Free Municipal Credit Income Fund, (Series 4), 1.0% , 6/1/2046 (1.8%), Tender Option Bond Trust Receipts/Certificates 2.170000% 11/01/2054 (1.3%), Public Fin Auth 2.10% 03/01/2026 2.1 2026-03-01 (1.3%). Go to all TBSXX holdings, TBSXX sectors, or TBSXX dividends.

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