Federated Hermes wins 2025 LSEG Lipper Fund Awards
Federated Hermes (NYSE: FHI) has won multiple 2025 LSEG Lipper Fund Awards for consistently strong risk-adjusted performance across several funds. The awards recognize performance through November 30, 2024.
Key achievements include:
- MDT Mid Cap Growth Fund won awards for 3-, 5-, and 10-year performance periods
- MDT All Cap Core Fund outperformed in Multi-Cap Core Funds category over 5 years
- Conservative Municipal Microshort Fund led Short Municipal Debt Funds category for 3 years
- Corporate Bond Strategy Portfolio topped Corporate Debt BBB-Rated category for 10 years
The company manages $829.6 billion in assets as of December 31, 2024, serving over 10,000 institutions worldwide. The MDT investment team, with over 80 years combined experience, manages $14.2 billion using a quantitative, bottom-up approach. The municipal management team oversees approximately $23 billion in municipal strategies.
Federated Hermes (NYSE: FHI) ha vinto numerosi premi LSEG Lipper Fund Awards 2025 per una performance costantemente forte e aggiustata per il rischio in diversi fondi. I premi riconoscono la performance fino al 30 novembre 2024.
I principali risultati includono:
- MDT Mid Cap Growth Fund ha vinto premi per i periodi di performance di 3, 5 e 10 anni
- MDT All Cap Core Fund ha superato la categoria dei Fondi Multi-Cap Core negli ultimi 5 anni
- Conservative Municipal Microshort Fund ha guidato la categoria dei Fondi di Debito Municipale a Breve per 3 anni
- Corporate Bond Strategy Portfolio ha dominato la categoria dei Debiti Aziendali con rating BBB per 10 anni
La società gestisce $829,6 miliardi in attivi al 31 dicembre 2024, servendo oltre 10.000 istituzioni in tutto il mondo. Il team di investimento MDT, con oltre 80 anni di esperienza combinata, gestisce $14,2 miliardi utilizzando un approccio quantitativo e bottom-up. Il team di gestione municipale supervisiona circa $23 miliardi in strategie municipali.
Federated Hermes (NYSE: FHI) ha ganado múltiples premios LSEG Lipper Fund Awards 2025 por su fuerte rendimiento ajustado al riesgo en varios fondos. Los premios reconocen el rendimiento hasta el 30 de noviembre de 2024.
Los logros clave incluyen:
- MDT Mid Cap Growth Fund ganó premios por los períodos de rendimiento de 3, 5 y 10 años
- MDT All Cap Core Fund superó en la categoría de Fondos Multi-Cap Core durante 5 años
- Conservative Municipal Microshort Fund lideró la categoría de Fondos de Deuda Municipal a Corto durante 3 años
- Corporate Bond Strategy Portfolio encabezó la categoría de Deuda Corporativa Calificada BBB durante 10 años
La compañía gestiona $829.6 mil millones en activos a 31 de diciembre de 2024, sirviendo a más de 10,000 instituciones en todo el mundo. El equipo de inversión de MDT, con más de 80 años de experiencia combinada, gestiona $14.2 mil millones utilizando un enfoque cuantitativo y ascendente. El equipo de gestión municipal supervisa aproximadamente $23 mil millones en estrategias municipales.
Federated Hermes (NYSE: FHI)는 여러 펀드에서 지속적으로 강력한 위험 조정 성과로 2025 LSEG Lipper Fund Awards를 다수 수상했습니다. 이 상은 2024년 11월 30일까지의 성과를 인정합니다.
주요 성과는 다음과 같습니다:
- MDT Mid Cap Growth Fund는 3년, 5년 및 10년 성과 기간 동안 상을 수상했습니다
- MDT All Cap Core Fund는 지난 5년 동안 Multi-Cap Core Funds 카테고리에서 우수한 성과를 보였습니다
- Conservative Municipal Microshort Fund는 3년 동안 Short Municipal Debt Funds 카테고리에서 선두를 차지했습니다
- Corporate Bond Strategy Portfolio는 10년 동안 Corporate Debt BBB-Rated 카테고리에서 1위를 차지했습니다
회사는 2024년 12월 31일 기준으로 8,296억 달러의 자산을 관리하며, 전 세계 10,000개 이상의 기관에 서비스를 제공합니다. MDT 투자 팀은 80년 이상의 경력을 바탕으로 $142억을 관리하며, 정량적이고 하향식 접근 방식을 사용합니다. 지방 관리 팀은 약 230억 달러의 지방 전략을 감독합니다.
Federated Hermes (NYSE: FHI) a remporté plusieurs prix LSEG Lipper Fund Awards 2025 pour une performance ajustée au risque constamment forte à travers plusieurs fonds. Les prix reconnaissent la performance jusqu'au 30 novembre 2024.
Les principales réalisations incluent :
- MDT Mid Cap Growth Fund a remporté des prix pour les périodes de performance de 3, 5 et 10 ans
- MDT All Cap Core Fund a surpassé dans la catégorie des Fonds Multi-Cap Core sur 5 ans
- Conservative Municipal Microshort Fund a dominé la catégorie des Fonds de Dette Municipale à Court Terme pendant 3 ans
- Corporate Bond Strategy Portfolio a été en tête de la catégorie des Dettes Corporatives Notées BBB pendant 10 ans
La société gère 829,6 milliards de dollars d'actifs au 31 décembre 2024, servant plus de 10 000 institutions dans le monde entier. L'équipe d'investissement MDT, avec plus de 80 ans d'expérience combinée, gère 14,2 milliards de dollars en utilisant une approche quantitative et ascendante. L'équipe de gestion municipale supervise environ 23 milliards de dollars en stratégies municipales.
Federated Hermes (NYSE: FHI) hat mehrere 2025 LSEG Lipper Fund Awards für eine konstant starke risikoadjustierte Leistung in verschiedenen Fonds gewonnen. Die Auszeichnungen anerkennen die Leistung bis zum 30. November 2024.
Wichtige Erfolge umfassen:
- MDT Mid Cap Growth Fund erhielt Auszeichnungen für die Leistungszeiträume von 3, 5 und 10 Jahren
- MDT All Cap Core Fund übertraf in der Kategorie Multi-Cap Core Funds über 5 Jahre
- Conservative Municipal Microshort Fund führte die Kategorie Short Municipal Debt Funds über 3 Jahre an
- Corporate Bond Strategy Portfolio war in der Kategorie Corporate Debt BBB-Rated über 10 Jahre die Nummer eins
Das Unternehmen verwaltet zum 31. Dezember 2024 Vermögenswerte in Höhe von 829,6 Milliarden US-Dollar und bedient über 10.000 Institutionen weltweit. Das MDT-Investitionsteam, das über 80 Jahre kombinierte Erfahrung verfügt, verwaltet 14,2 Milliarden US-Dollar mit einem quantitativen, bottom-up-Ansatz. Das kommunale Managementteam überwacht etwa 23 Milliarden US-Dollar in kommunalen Strategien.
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- Federated Hermes MDT Advisers secures awards for multiple funds and performance periods
- Two active fixed-income strategies recognized for category outperformance through market cycles
Federated Hermes MDT Advisers won awards for multiple performance periods and funds. The key investment team includes Daniel Mahr, head of MDT Group; Damien Zhang, head of MDT Research; Frederick Konopka, portfolio and trading manager; and John Paul Lewicke, research manager. The team has more than 80 years of investment experience and manages
In the Mid-Cap Growth Funds category, Federated Hermes MDT Mid Cap Growth Fund received a trophy in recognition of its R6 shares outperforming peers over the three- and five-year periods as well as its IS shares outperforming peers over the 10-year period. The fund seeks appreciation of capital by investing primarily in domestic, mid-cap common stocks that offer superior growth prospects.
Additionally, Federated Hermes MDT All Cap Core Fund (R6 shares) outperformed peers in the Multi-Cap Core Funds category over the five-year period. The fund 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.
Federated Hermes Conservative Municipal Microshort Fund (IS shares) outperformed peers in the Short Municipal Debt Funds category for the three-year period. Launched in 2021, the fund seeks current income with preservation of capital with an emphasis on maintaining liquidity on a tax-exempt basis by investing in a diversified portfolio of investment-grade securities with a dollar-weighted average maturity generally less than 180 days. Fund managers Mary Jo Ochson, chief investment officer and head of the tax-free liquidity investment area and short-term municipal bonds, and Kyle Stewart, senior portfolio manager, together bring 70 years of investment experience. Federated Hermes' extensive depth and experience in municipal management includes 28 investment professionals managing approximately
Federated Hermes Corporate Bond Strategy Portfolio, a Managed Account Pool (MAPs) utilized by Federated Hermes Separately Managed Accounts, outperformed peers in the Corporate Debt Funds BBB-Rated category for the 10-year period. The fund seeks to provide total return by primarily investing in a diversified portfolio of investment-grade, corporate fixed-income securities. Senior Portfolio Managers Jerome Conner and Brian Ruffner bring 55 years of investment experience.
"For 70 years, Federated Hermes' world-class investment platform has provided active investment management focused on meeting the diverse and evolving needs of our clients and shareholders. Our rigorous approach to vetting investment opportunities has been key to our investing success for decades," said John B. Fisher, president and chief executive officer, Federated Advisory Companies. "With our deep heritage of fixed-income prowess deployed across a spectrum of sectors and MDT's quantitative approach and innovative research, Federated Hermes seeks to provide attractive returns in various market conditions."
Federated Hermes, Inc. (NYSE: FHI) is a global leader in active investment management, with
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. Evaluations are calculated for the periods ended Nov. 30, 2024.
The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.
In the Mid-Cap Growth Funds category, Federated Hermes MDT Mid Cap Growth Fund (FGSKX, R6 shares) outperformed 334 share classes and 97 portfolios over the three-year period and outperformed 305 share classes and 88 portfolios over the five-year period; and (FGSIX, IS shares) outperformed 250 share classes and 79 portfolios over the 10-year period
Multi-Cap Core Funds category: Federated Hermes MDT All Cap Core Fund (QKACX, R6 shares) outperformed 476 share classes and 179 portfolios over the 5-year period.
Short Municipal Debt Funds category: Federated Hermes Conservative Municipal Microshort Fund (FHMIX, IS shares) outperformed 114 share classes and 37 portfolios for the three-year period.
Corporate Debt Funds BBB-Rated category: Federated Hermes Corporate Bond Strategy Portfolio, a Managed Account Pool (MAPs) utilized by Federated Hermes Separately Managed Accounts, outperformed 126 share classes and 46 portfolios for the 10-year period.
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 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.
The Conservative Municipal Microshort Fund is not a "money market" mutual fund. Some money market mutual funds attempt to maintain a stable net asset value through compliance with relevant Securities and Exchange Commission (SEC) rules. The fund is not governed by those rules, and its shares will fluctuate in value. Interest income from the fund's investments may be subject to the federal alternative minimum tax (AMT) for individuals, and state and local taxes.
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 Investment Counseling, a registered investment adviser.
Federated Securities Corp.is Distributor of the Federated Hermes Funds.
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SOURCE Federated Hermes, Inc.