Federated Hermes Fund for US Govt Secs B
Name
As of 02/03/2023Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
2.9%
1 yr return
-8.7%
3 Yr Avg Return
-4.9%
5 Yr Avg Return
-2.3%
Net Assets
$172 M
Holdings in Top 10
26.9%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 1.72%
SALES FEES
Front Load N/A
Deferred Load 5.50%
TRADING FEES
Turnover 274.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$1,500
IRA
$250
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 02/03/2023Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
FUSBX - Profile
Distributions
- YTD Total Return 2.9%
- 3 Yr Annualized Total Return -4.9%
- 5 Yr Annualized Total Return -1.9%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 0.51%
- Dividend Yield 1.9%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameFederated Hermes Fund For US Governent Securities
-
Fund Family NameFederated
-
Inception DateJul 26, 1994
-
Shares OutstandingN/A
-
Share ClassB
-
CurrencyUSD
-
Domiciled CountryUnited States
-
ManagerTodd Abraham
Fund Description
FUSBX - Performance
Return Ranking - Trailing
Period | FUSBX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 2.9% | -24.0% | 2.9% | 0.37% |
1 Yr | -8.7% | -20.2% | 3.0% | 44.28% |
3 Yr | -4.9%* | -8.0% | 5.2% | 81.40% |
5 Yr | -2.3%* | -5.1% | 3.1% | 84.90% |
10 Yr | -1.9%* | -7.5% | 3.8% | 74.26% |
* Annualized
Return Ranking - Calendar
Period | FUSBX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | -14.1% | -22.8% | 16.6% | 74.35% |
2022 | -1.9% | -18.7% | 6.9% | 64.91% |
2021 | 0.6% | -48.1% | 2.9% | 65.12% |
2020 | 0.8% | -20.9% | 1.8% | 49.41% |
2019 | -0.5% | -21.9% | 0.4% | 78.19% |
Total Return Ranking - Trailing
Period | FUSBX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 2.9% | -24.0% | 2.9% | 0.37% |
1 Yr | -8.7% | -20.2% | 1.7% | 44.28% |
3 Yr | -4.9%* | -8.0% | 4.2% | 81.40% |
5 Yr | -1.9%* | -5.1% | 2.4% | 75.51% |
10 Yr | -0.7%* | -7.5% | 3.7% | 31.03% |
* Annualized
Total Return Ranking - Calendar
Period | FUSBX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | -14.1% | -22.8% | 16.6% | 73.23% |
2022 | -1.9% | -18.7% | 6.9% | 64.91% |
2021 | 0.6% | -48.1% | 2.9% | 65.12% |
2020 | 0.9% | -20.9% | 1.8% | 42.29% |
2019 | -0.2% | -21.9% | 0.4% | 21.81% |
NAV & Total Return History
FUSBX - Holdings
Concentration Analysis
FUSBX | Category Low | Category High | FUSBX % Rank | |
---|---|---|---|---|
Net Assets | 172 M | 10.8 M | 21.7 B | 88.19% |
Number of Holdings | 226 | 2 | 14187 | 71.49% |
Net Assets in Top 10 | 49.8 M | -37.3 M | 9.54 B | 88.84% |
Weighting of Top 10 | 26.93% | 5.9% | 100.0% | 85.11% |
Top 10 Holdings
- Federal National Mortgage Association 2.5% 9.16%
- Federal National Mortgage Association 2.5% 9.13%
- Federal National Mortgage Association 2.5% 7.43%
- Federal National Mortgage Association 2.5% 6.66%
- Federal National Mortgage Association 2% 5.69%
- Federated Hermes Govt Obl Premier 5.15%
- Federal National Mortgage Association 3% 4.97%
- Federal National Mortgage Association 2% 4.56%
- Fnma Pass-Thru I 2.5% 4.44%
- Federal National Mortgage Association 2% 3.53%
Asset Allocation
Weighting | Return Low | Return High | FUSBX % Rank | |
---|---|---|---|---|
Bonds | 94.83% | 0.00% | 134.21% | 73.14% |
Cash | 5.17% | -34.21% | 38.56% | 27.27% |
Stocks | 0.00% | 0.00% | 100.00% | 59.50% |
Preferred Stocks | 0.00% | 0.00% | 0.33% | 53.72% |
Other | 0.00% | -2.77% | 29.56% | 54.96% |
Convertible Bonds | 0.00% | 0.00% | 3.29% | 54.13% |
Bond Sector Breakdown
Weighting | Return Low | Return High | FUSBX % Rank | |
---|---|---|---|---|
Securitized | 94.83% | 0.00% | 100.00% | 8.30% |
Cash & Equivalents | 5.17% | 0.00% | 35.24% | 58.92% |
Derivative | 0.00% | 0.00% | 16.13% | 56.02% |
Corporate | 0.00% | 0.00% | 57.23% | 65.98% |
Municipal | 0.00% | 0.00% | 5.24% | 62.66% |
Government | 0.00% | 0.00% | 100.00% | 97.10% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | FUSBX % Rank | |
---|---|---|---|---|
US | 94.83% | 0.00% | 134.21% | 70.66% |
Non US | 0.00% | 0.00% | 100.00% | 64.46% |
FUSBX - Expenses
Operational Fees
FUSBX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.72% | 0.03% | 1.82% | 2.39% |
Management Fee | 0.35% | 0.00% | 0.85% | 54.01% |
12b-1 Fee | 0.75% | 0.00% | 1.00% | 74.11% |
Administrative Fee | 0.10% | 0.01% | 0.45% | 72.07% |
Sales Fees
FUSBX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 1.00% | 4.50% | N/A |
Deferred Load | 5.50% | 1.00% | 5.50% | 1.89% |
Trading Fees
FUSBX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 1.00% | 1.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
FUSBX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 274.00% | 3.35% | 498.00% | 67.33% |
FUSBX - Distributions
Dividend Yield Analysis
FUSBX | Category Low | Category High | FUSBX % Rank | |
---|---|---|---|---|
Dividend Yield | 1.95% | 0.00% | 12.72% | 70.59% |
Dividend Distribution Analysis
FUSBX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Monthly | Monthly | Monthly |
Net Income Ratio Analysis
FUSBX | Category Low | Category High | FUSBX % Rank | |
---|---|---|---|---|
Net Income Ratio | 0.51% | -0.80% | 2.96% | 66.81% |
Capital Gain Distribution Analysis
FUSBX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Monthly | Monthly | Monthly |
Distributions History
Date | Amount | Type |
---|---|---|
Dec 19, 2022 | $0.010 | OrdinaryDividend |
Dec 01, 2022 | $0.010 | OrdinaryDividend |
Nov 01, 2022 | $0.010 | OrdinaryDividend |
Oct 03, 2022 | $0.009 | OrdinaryDividend |
Sep 01, 2022 | $0.008 | OrdinaryDividend |
Aug 01, 2022 | $0.008 | OrdinaryDividend |
Jul 01, 2022 | $0.007 | OrdinaryDividend |
Jun 01, 2022 | $0.007 | OrdinaryDividend |
May 02, 2022 | $0.007 | OrdinaryDividend |
Apr 01, 2022 | $0.006 | OrdinaryDividend |
Mar 01, 2022 | $0.005 | OrdinaryDividend |
Feb 01, 2022 | $0.005 | OrdinaryDividend |
Dec 17, 2021 | $0.008 | OrdinaryDividend |
Dec 01, 2021 | $0.006 | OrdinaryDividend |
Nov 01, 2021 | $0.005 | OrdinaryDividend |
Oct 01, 2021 | $0.006 | OrdinaryDividend |
Sep 01, 2021 | $0.006 | OrdinaryDividend |
Aug 02, 2021 | $0.005 | OrdinaryDividend |
Jul 01, 2021 | $0.005 | OrdinaryDividend |
Jun 01, 2021 | $0.006 | OrdinaryDividend |
May 03, 2021 | $0.006 | OrdinaryDividend |
Apr 01, 2021 | $0.005 | OrdinaryDividend |
Mar 01, 2021 | $0.003 | OrdinaryDividend |
Feb 01, 2021 | $0.001 | OrdinaryDividend |
Dec 17, 2020 | $0.005 | OrdinaryDividend |
Dec 01, 2020 | $0.006 | OrdinaryDividend |
Nov 02, 2020 | $0.007 | OrdinaryDividend |
Oct 01, 2020 | $0.008 | OrdinaryDividend |
Sep 01, 2020 | $0.008 | OrdinaryDividend |
Aug 03, 2020 | $0.008 | OrdinaryDividend |
Jul 01, 2020 | $0.008 | OrdinaryDividend |
Jun 01, 2020 | $0.009 | OrdinaryDividend |
May 01, 2020 | $0.009 | OrdinaryDividend |
Apr 01, 2020 | $0.009 | OrdinaryDividend |
Mar 02, 2020 | $0.010 | OrdinaryDividend |
Feb 03, 2020 | $0.009 | OrdinaryDividend |
Dec 17, 2019 | $0.010 | OrdinaryDividend |
Dec 02, 2019 | $0.008 | OrdinaryDividend |
Nov 01, 2019 | $0.010 | OrdinaryDividend |
Oct 01, 2019 | $0.010 | OrdinaryDividend |
Sep 03, 2019 | $0.011 | OrdinaryDividend |
Aug 01, 2019 | $0.012 | OrdinaryDividend |
Jul 01, 2019 | $0.011 | OrdinaryDividend |
Jun 03, 2019 | $0.012 | OrdinaryDividend |
May 01, 2019 | $0.012 | OrdinaryDividend |
Apr 01, 2019 | $0.011 | OrdinaryDividend |
Mar 01, 2019 | $0.011 | OrdinaryDividend |
Feb 01, 2019 | $0.011 | OrdinaryDividend |
Dec 18, 2018 | $0.012 | OrdinaryDividend |
Dec 03, 2018 | $0.011 | OrdinaryDividend |
Nov 01, 2018 | $0.012 | OrdinaryDividend |
Oct 01, 2018 | $0.011 | OrdinaryDividend |
Sep 04, 2018 | $0.011 | OrdinaryDividend |
Aug 01, 2018 | $0.011 | OrdinaryDividend |
Jul 02, 2018 | $0.010 | OrdinaryDividend |
Jun 01, 2018 | $0.011 | OrdinaryDividend |
May 01, 2018 | $0.010 | OrdinaryDividend |
Apr 02, 2018 | $0.010 | OrdinaryDividend |
Mar 01, 2018 | $0.009 | OrdinaryDividend |
Feb 01, 2018 | $0.009 | OrdinaryDividend |
Dec 19, 2017 | $0.121 | OrdinaryDividend |
Dec 01, 2017 | $0.009 | OrdinaryDividend |
Nov 01, 2017 | $0.010 | OrdinaryDividend |
Oct 02, 2017 | $0.009 | OrdinaryDividend |
Sep 01, 2017 | $0.010 | OrdinaryDividend |
Aug 01, 2017 | $0.010 | OrdinaryDividend |
Jul 03, 2017 | $0.009 | OrdinaryDividend |
Jun 01, 2017 | $0.010 | OrdinaryDividend |
May 01, 2017 | $0.010 | OrdinaryDividend |
Apr 03, 2017 | $0.009 | OrdinaryDividend |
Mar 01, 2017 | $0.009 | OrdinaryDividend |
Feb 01, 2017 | $0.008 | OrdinaryDividend |
Dec 19, 2016 | $0.012 | OrdinaryDividend |
Dec 01, 2016 | $0.009 | OrdinaryDividend |
Nov 01, 2016 | $0.008 | OrdinaryDividend |
Oct 03, 2016 | $0.009 | OrdinaryDividend |
Sep 01, 2016 | $0.010 | OrdinaryDividend |
Aug 01, 2016 | $0.009 | OrdinaryDividend |
Jul 01, 2016 | $0.010 | OrdinaryDividend |
Jun 01, 2016 | $0.010 | OrdinaryDividend |
May 02, 2016 | $0.011 | OrdinaryDividend |
Apr 01, 2016 | $0.010 | OrdinaryDividend |
Mar 01, 2016 | $0.011 | OrdinaryDividend |
Feb 01, 2016 | $0.010 | OrdinaryDividend |
Dec 17, 2015 | $0.013 | OrdinaryDividend |
Dec 01, 2015 | $0.011 | OrdinaryDividend |
Nov 02, 2015 | $0.010 | OrdinaryDividend |
Oct 01, 2015 | $0.011 | OrdinaryDividend |
Sep 01, 2015 | $0.010 | OrdinaryDividend |
Aug 03, 2015 | $0.011 | OrdinaryDividend |
Jul 01, 2015 | $0.011 | OrdinaryDividend |
Jun 01, 2015 | $0.010 | OrdinaryDividend |
May 01, 2015 | $0.010 | OrdinaryDividend |
Apr 01, 2015 | $0.011 | OrdinaryDividend |
Mar 02, 2015 | $0.011 | OrdinaryDividend |
Feb 02, 2015 | $0.012 | OrdinaryDividend |
Dec 17, 2014 | $0.012 | OrdinaryDividend |
Dec 01, 2014 | $0.012 | OrdinaryDividend |
Nov 03, 2014 | $0.012 | OrdinaryDividend |
Oct 01, 2014 | $0.014 | OrdinaryDividend |
Sep 02, 2014 | $0.012 | OrdinaryDividend |
Aug 01, 2014 | $0.013 | OrdinaryDividend |
Jul 01, 2014 | $0.013 | OrdinaryDividend |
Jun 02, 2014 | $0.013 | OrdinaryDividend |
May 01, 2014 | $0.013 | OrdinaryDividend |
Apr 01, 2014 | $0.012 | OrdinaryDividend |
Mar 03, 2014 | $0.014 | OrdinaryDividend |
Feb 03, 2014 | $0.014 | OrdinaryDividend |
Dec 18, 2013 | $0.013 | OrdinaryDividend |
Dec 02, 2013 | $0.014 | OrdinaryDividend |
Nov 01, 2013 | $0.013 | OrdinaryDividend |
Oct 01, 2013 | $0.014 | OrdinaryDividend |
Sep 03, 2013 | $0.012 | OrdinaryDividend |
Aug 01, 2013 | $0.012 | OrdinaryDividend |
Jul 01, 2013 | $0.011 | OrdinaryDividend |
Jun 03, 2013 | $0.012 | OrdinaryDividend |
May 01, 2013 | $0.012 | OrdinaryDividend |
Apr 01, 2013 | $0.012 | OrdinaryDividend |
Mar 01, 2013 | $0.013 | OrdinaryDividend |
Feb 01, 2013 | $0.012 | OrdinaryDividend |
Dec 19, 2012 | $0.010 | OrdinaryDividend |
Dec 03, 2012 | $0.012 | OrdinaryDividend |
Nov 01, 2012 | $0.012 | OrdinaryDividend |
Oct 01, 2012 | $0.014 | OrdinaryDividend |
Sep 04, 2012 | $0.015 | OrdinaryDividend |
Aug 01, 2012 | $0.015 | OrdinaryDividend |
Jul 02, 2012 | $0.015 | OrdinaryDividend |
Jun 01, 2012 | $0.015 | OrdinaryDividend |
May 01, 2012 | $0.018 | OrdinaryDividend |
Apr 02, 2012 | $0.015 | OrdinaryDividend |
Mar 01, 2012 | $0.018 | OrdinaryDividend |
Feb 01, 2012 | $0.015 | OrdinaryDividend |
Dec 21, 2011 | $0.020 | OrdinaryDividend |
Dec 01, 2011 | $0.016 | OrdinaryDividend |
Nov 01, 2011 | $0.018 | OrdinaryDividend |
Oct 03, 2011 | $0.018 | OrdinaryDividend |
Sep 01, 2011 | $0.019 | OrdinaryDividend |
Aug 01, 2011 | $0.018 | OrdinaryDividend |
Jul 01, 2011 | $0.019 | OrdinaryDividend |
Jun 01, 2011 | $0.020 | OrdinaryDividend |
May 02, 2011 | $0.020 | OrdinaryDividend |
Apr 01, 2011 | $0.021 | OrdinaryDividend |
Mar 01, 2011 | $0.021 | OrdinaryDividend |
Feb 01, 2011 | $0.018 | OrdinaryDividend |
Dec 21, 2010 | $0.020 | OrdinaryDividend |
Dec 01, 2010 | $0.019 | OrdinaryDividend |
Nov 01, 2010 | $0.020 | OrdinaryDividend |
Oct 01, 2010 | $0.020 | OrdinaryDividend |
Sep 01, 2010 | $0.021 | OrdinaryDividend |
Aug 02, 2010 | $0.022 | OrdinaryDividend |
Jul 01, 2010 | $0.023 | OrdinaryDividend |
Jun 01, 2010 | $0.022 | OrdinaryDividend |
May 03, 2010 | $0.022 | OrdinaryDividend |
Apr 01, 2010 | $0.023 | OrdinaryDividend |
Mar 01, 2010 | $0.023 | OrdinaryDividend |
Feb 01, 2010 | $0.022 | OrdinaryDividend |
Dec 22, 2009 | $0.022 | OrdinaryDividend |
Dec 01, 2009 | $0.023 | OrdinaryDividend |
Nov 02, 2009 | $0.023 | OrdinaryDividend |
Oct 01, 2009 | $0.023 | OrdinaryDividend |
Sep 01, 2009 | $0.024 | OrdinaryDividend |
Aug 03, 2009 | $0.025 | OrdinaryDividend |
Jul 01, 2009 | $0.025 | OrdinaryDividend |
Jun 01, 2009 | $0.025 | OrdinaryDividend |
May 01, 2009 | $0.024 | OrdinaryDividend |
Apr 01, 2009 | $0.025 | OrdinaryDividend |
Mar 02, 2009 | $0.024 | OrdinaryDividend |
Feb 02, 2009 | $0.024 | OrdinaryDividend |
Dec 23, 2008 | $0.023 | OrdinaryDividend |
Dec 01, 2008 | $0.026 | OrdinaryDividend |
Nov 03, 2008 | $0.025 | OrdinaryDividend |
Oct 01, 2008 | $0.026 | OrdinaryDividend |
Sep 02, 2008 | $0.026 | OrdinaryDividend |
Aug 01, 2008 | $0.027 | OrdinaryDividend |
Jul 01, 2008 | $0.026 | OrdinaryDividend |
Jun 02, 2008 | $0.025 | OrdinaryDividend |
May 01, 2008 | $0.025 | OrdinaryDividend |
Apr 01, 2008 | $0.026 | OrdinaryDividend |
Mar 03, 2008 | $0.025 | OrdinaryDividend |
Feb 01, 2008 | $0.025 | OrdinaryDividend |
Dec 21, 2007 | $0.035 | OrdinaryDividend |
Dec 03, 2007 | $0.026 | OrdinaryDividend |
Nov 01, 2007 | $0.026 | OrdinaryDividend |
Oct 01, 2007 | $0.026 | OrdinaryDividend |
Sep 04, 2007 | $0.026 | OrdinaryDividend |
Aug 01, 2007 | $0.026 | OrdinaryDividend |
Jul 02, 2007 | $0.026 | OrdinaryDividend |
Jun 01, 2007 | $0.025 | OrdinaryDividend |
May 01, 2007 | $0.026 | OrdinaryDividend |
Apr 02, 2007 | $0.025 | OrdinaryDividend |
Mar 01, 2007 | $0.026 | OrdinaryDividend |
Feb 01, 2007 | $0.025 | OrdinaryDividend |
Dec 21, 2006 | $0.025 | OrdinaryDividend |
Dec 01, 2006 | $0.025 | OrdinaryDividend |
Nov 01, 2006 | $0.025 | OrdinaryDividend |
Oct 02, 2006 | $0.026 | OrdinaryDividend |
Sep 01, 2006 | $0.025 | OrdinaryDividend |
Aug 01, 2006 | $0.023 | OrdinaryDividend |
Jul 03, 2006 | $0.023 | OrdinaryDividend |
Jun 01, 2006 | $0.023 | OrdinaryDividend |
May 01, 2006 | $0.023 | OrdinaryDividend |
Apr 03, 2006 | $0.023 | OrdinaryDividend |
Mar 01, 2006 | $0.021 | OrdinaryDividend |
Feb 01, 2006 | $0.020 | OrdinaryDividend |
Dec 21, 2005 | $0.020 | OrdinaryDividend |
Dec 01, 2005 | $0.020 | OrdinaryDividend |
Nov 01, 2005 | $0.024 | OrdinaryDividend |
Oct 03, 2005 | $0.024 | OrdinaryDividend |
Sep 01, 2005 | $0.024 | OrdinaryDividend |
Aug 01, 2005 | $0.024 | OrdinaryDividend |
Jul 01, 2005 | $0.024 | OrdinaryDividend |
Jun 01, 2005 | $0.024 | OrdinaryDividend |
May 02, 2005 | $0.024 | OrdinaryDividend |
Apr 01, 2005 | $0.024 | OrdinaryDividend |
Mar 01, 2005 | $0.024 | OrdinaryDividend |
Feb 01, 2005 | $0.025 | OrdinaryDividend |
Dec 21, 2004 | $0.025 | OrdinaryDividend |
Dec 01, 2004 | $0.025 | OrdinaryDividend |
Nov 01, 2004 | $0.025 | OrdinaryDividend |
Oct 01, 2004 | $0.025 | OrdinaryDividend |
Sep 01, 2004 | $0.025 | OrdinaryDividend |
Aug 02, 2004 | $0.024 | OrdinaryDividend |
Jul 01, 2004 | $0.023 | OrdinaryDividend |
Jun 01, 2004 | $0.023 | OrdinaryDividend |
May 03, 2004 | $0.023 | OrdinaryDividend |
Apr 01, 2004 | $0.023 | OrdinaryDividend |
Mar 01, 2004 | $0.023 | OrdinaryDividend |
Feb 02, 2004 | $0.023 | OrdinaryDividend |
Dec 23, 2003 | $0.020 | OrdinaryDividend |
Dec 01, 2003 | $0.020 | OrdinaryDividend |
Nov 03, 2003 | $0.019 | OrdinaryDividend |
Oct 01, 2003 | $0.020 | OrdinaryDividend |
Sep 02, 2003 | $0.020 | OrdinaryDividend |
Aug 01, 2003 | $0.020 | OrdinaryDividend |
Jul 01, 2003 | $0.026 | OrdinaryDividend |
Jun 02, 2003 | $0.026 | OrdinaryDividend |
May 01, 2003 | $0.026 | OrdinaryDividend |
Apr 01, 2003 | $0.026 | OrdinaryDividend |
Mar 03, 2003 | $0.026 | OrdinaryDividend |
Feb 03, 2003 | $0.029 | OrdinaryDividend |
Dec 23, 2002 | $0.033 | OrdinaryDividend |
Dec 02, 2002 | $0.033 | OrdinaryDividend |
FUSBX - Fund Manager Analysis
Managers
Todd Abraham
Start Date
Tenure
Tenure Rank
May 01, 2003
19.1
19.1%
Todd A. Abraham is a Senior Portfolio Manager and Head of the Government/Mortgage-Backed Fixed Income Group. Mr. Abraham has been a Senior Portfolio Manager from 2007, Portfolio Manager from 1995 to 2006, a Senior Vice President since 2007 and a Vice President of Federated from 1997 to 2006. Mr. Abraham joined Federated in 1993 as an Investment Analyst and served as Assistant Vice President from 1995 to 1997. Mr. Abraham served as a Portfolio Analyst at Ryland Mortgage Co. from 1992 to 1993. Mr. Abraham has received the Chartered Financial Analyst designation and an M.B.A. in Finance from Loyola College.
Liam O'Connell
Start Date
Tenure
Tenure Rank
May 31, 2017
5.0
5.0%
Liam O’Connell, CFA, has been the Fund’s portfolio manager since April of 2017. Mr. O’Connell is responsible for providing research and advice on sector allocation and security selection. He has been with the Adviser or an affiliate since 2003; has worked in investment management since 2003; has managed investment portfolios since 2005. Education: B.S., Webb Institute of Naval Architecture; M.S, Johns Hopkins University; M.B.A., Massachusetts Institute of Technology.
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.11 | 31.64 | 8.47 | 7.35 |