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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.39% 0.22% 352.45M 48409.77
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 86.00% 62.11M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide total return. It pursues its investment objective by investing primarily in U.S. dollar denominated, investment-grade, fixed-income securities. Investment-grade, fixed-income securities are rated in one of the four highest categories by a nationally recognized statistical rating organization.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Medium Term
Peer Group Core Bond Funds
Global Macro Bond HC
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Core Bond Funds
Fund Owner Firm Name Federated Hermes
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
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Peer Group Rtn. (NAV)
--
--
--
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--
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% Rank in Peer Group (NAV)
--
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
--
7.10%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
6.72%
-0.45%
8.62%
6.25%
-1.42%
-12.76%
6.10%
1.94%
8.12%
--
--
--
--
-14.45%
7.16%
4.18%
7.13%
--
--
--
--
--
--
1.65%
6.60%
--
--
--
--
--
--
--
6.72%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.96%
Stock 0.00%
Bond 75.56%
Convertible 0.00%
Preferred 0.00%
Other 23.48%
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Basic Info

Investment Strategy
The Fund seeks to provide total return. It pursues its investment objective by investing primarily in U.S. dollar denominated, investment-grade, fixed-income securities. Investment-grade, fixed-income securities are rated in one of the four highest categories by a nationally recognized statistical rating organization.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Medium Term
Peer Group Core Bond Funds
Global Macro Bond HC
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Core Bond Funds
Fund Owner Firm Name Federated Hermes
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
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