Morningstar

Federated Hermes Total Return Bond IS FTRBX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Federated Hermes Investment Hub

Morningstar’s Analysis FTRBX

Will FTRBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FTRBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FTRBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FTRBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Well thought-out exposure to the broad U.S. fixed-income markets.

Strategist Maciej Kowara

Maciej Kowara

Strategist

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Both the team and the process remain intact. The following text is from July 10, 2023.

by Maciej Kowara
Rated on Published on

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