Federated Hermes wins 2026 LSEG Lipper Fund Awards for category-leading risk‑adjusted performance
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Continued best-in-classification recognition for MDT quantitative strategies,
For the second consecutive year,
2026 marks the second consecutive
Top-performing funds and categories
- R6 shares: Outperformed 99.6% of share classes and 98.8% of portfolios in the Mid-Cap Growth Funds category over the five‑year period
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IS shares: Outperformed 99.5% of share classes and 98.6% of portfolios over the 10‑year period - Strategy: Seeks appreciation of capital by investing primarily in
U.S. mid‑cap common stocks with strong growth potential
- Outperformed 99.7% of share classes and 99.2% of portfolios in the Multi‑Cap Core category over 10 years
- Strategy: Seeks long-term capital appreciation by investing primarily in the common stock of
U.S. companies, using a whole market, all-cap/all-style approach
- Outperformed 99.6% of share classes and 98.7% of portfolios for three‑year period in the Mixed‑Asset Target Allocation Conservative category
- Key investment team: Led by
Michael Jura andStephen Gutch , CFA, includesSteve Chiavarone , CFA;Jerome Conner , CFA;Damian McIntyre , CFA, FRM, CAIA;Todd Abraham , CFA;Kathryn Glass , CFA; andIhab Salib , CFA - Strategy: Seeks current income and long-term growth of income, with capital appreciation as a secondary objective, by investing in both equity and fixed-income securities that have relatively high current income potential
Federated Hermes Corporate Bond Strategy Portfolio
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- Outperformed 99.4% of share classes and 97.8% of portfolios in Corporate Debt Funds BBB‑Rated category for 10 years
- Strategy: Seeks to provide total return by primarily investing in a diversified portfolio of investment-grade, corporate fixed-income securities
Firm overview
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In the Mid-Cap Growth Funds category,
Multi-Cap Core Funds category:
Mixed-Asset Target Allocation Conservative Funds category:
Corporate Debt Funds BBB-Rated category: Federated Hermes Corporate Bond Strategy Portfolio, a
Assets referenced in press release are as of
Past performance is no guarantee of future results.
Bond prices are sensitive to changes in interest rates, and a rise in interest rates can cause a decline in their prices.
Mid-capitalization companies often have narrower markets and limited managerial and financial resources compared to larger and more established companies.
Growth stocks tend to have higher valuations and thus are typically more volatile than value stocks. Growth stocks also may not pay dividends or may pay lower dividends than value stocks.
The quantitative models and analysis used by the MDT funds may perform differently than expected and negatively affect fund performance.
The value of equity securities in the MDT and Capital Income funds' portfolios will fluctuate and, as a result, the funds' share prices may decline. Equity securities may decline in value because of an increase in interest rates or changes in the stock market.
Other classes of shares are available whose performance will vary due to different charges and expenses.
Mutual funds are subject to risks and fluctuate in value.
Managed Account Pools (MAPs) are unique mutual fund pools of securities specially designed to provide diversification to separately managed accounts. Because these pools are highly liquid, they enhance the ability of separately managed account portfolios to quickly and efficiently respond to changing market conditions. All fees are charged at the managed account level, so the MAPs have zero advisory fees and reimburse all ordinary operating expenses (excluding those of any other funds in which the MAPs invest, if applicable). MAPs are available only in conjunction with Federated Hermes Separately Managed Accounts.
Diversification does not assure a profit nor protect against loss.
Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. To obtain a summary prospectus or prospectus containing this and other information, contact us or visit FederatedHermes.com/us. Please carefully read the summary prospectus or prospectus before investing.
Separately managed accounts are available through
Federated Securities Corp.is Distributor of the Federated Hermes Funds.
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