Key Takeaways
- • TradingView's Federated Hermes mutual fund screener lists 274 funds, filtered to show only those open to new purchases or limited purchases.
- • The Kaufmann Fund, one of the firm's larger offerings, reports portfolio assets of $4.9B, a 12.34% year-to-date NAV return, and a NAV of $6.28.
- • Kaufmann's gross expense ratio is 2.21%, reduced to a net 1.96%, a relevant cost consideration for allocators comparing share classes.
- • Federated Hermes' MDT ETF suite, which spans large/small and growth/value styles, can be combined to manage equity style exposure.
Summary
TradingView has published a screener-style page titled "3 Federated Hermes Mutual Funds to Add to Your Portfolio," which catalogs Federated Hermes' mutual fund lineup. The default list shows 274 results and excludes funds closed to new investment. Users can sort the list by Morningstar Rating, total return rankings, fee-level rating, Morningstar category, and share class type. The page itself does not name the three funds in its headline, so the selection rationale cannot be verified from the primary content alone.
Publisher materials provide some fund-level detail. The Kaufmann Fund reports $4.9 billion in portfolio assets and a year-to-date NAV return of 12.34%, with a NAV of $6.28. Its gross expense ratio is 2.21%, or 1.96% net of fees. A related Federated Hermes item highlights FGSKX, QAMNX, and QKACX as funds offering potential for returns, though the publisher's material does not provide performance data for those three.
On the equity side, the firm's MDT ETFs are presented as a four-fund set that can be used alone or together to build an equity portfolio with controlled exposure to large- and small-cap and growth and value styles. The MDT Large Cap Growth Fund Institutional Shares (QILGX) is also referenced in the publisher's materials. Fixed-income and liquidity offerings, including the Government Obligations Fund and short-term government and euro prime funds, are also part of the lineup, with the Government Obligations Fund data shown as of August 31, 2026.
Publisher materials provide some fund-level detail. The Kaufmann Fund reports $4.9 billion in portfolio assets and a year-to-date NAV return of 12.34%, with a NAV of $6.28. Its gross expense ratio is 2.21%, or 1.96% net of fees. A related Federated Hermes item highlights FGSKX, QAMNX, and QKACX as funds offering potential for returns, though the publisher's material does not provide performance data for those three.
On the equity side, the firm's MDT ETFs are presented as a four-fund set that can be used alone or together to build an equity portfolio with controlled exposure to large- and small-cap and growth and value styles. The MDT Large Cap Growth Fund Institutional Shares (QILGX) is also referenced in the publisher's materials. Fixed-income and liquidity offerings, including the Government Obligations Fund and short-term government and euro prime funds, are also part of the lineup, with the Government Obligations Fund data shown as of August 31, 2026.
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