Literature and Forms

A money market fund designed for compliance with the GENIUS Act

Highlight of dividend histories and dividend status of dividend-paying companies in the U.S. Strategic Dividend ETF portfolio.

Highlight of dividend histories and dividend status of dividend-paying companies in the Strategic Dividend Growth portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in International Strategic Value Dividend Fund's portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in the International Strategic Value Dividend SMA portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in the International Strategic Value Dividend with MAP SMA portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in the Strategic Value Dividend SMA portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in Strategic Value Dividend Fund's portfolio.

Views from our Alpha Pods

The team's latest thoughts on dividend investing and the broad equity market.

Dividend strategies are a time-tested addition to the equity strategies commonly incorporated into a diversified portfolio.

A whitepaper on shift to passive investing.

How a balanced fund can be managed in a tax-sensitive manner

For high-income earners, municipal bonds may represent an attractive choice for non-qualified fixed income allocations.

EMD Q1 2026 Metals rally provides shine to EM debt

An overview of frequently asked questions about tender offer fund vehicles.

Brochure featuring Federated Hermes' Kaufmann intensive, bottom-up focus on growth.

Backed by a disciplined, quantitative approach, MDT large cap portfolios seek to deliver consistent outperformance

Operational Guidelines

MDT has demonstrated low correlations to the major asset classes for the four years it has been managing the fund.

Microshort funds can provide an attractive way to extend duration beyond bank products for those comfortable with some NAV volatility.

MDT Market Neutral Fund Performance Update

Investment Case for MDT's All Cap Core Product

Holdings for International Leaders ADR SMA.

Federated Hermes CW Henderson. A division of Federated Investment Counseling.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in the Global Strategic Value Dividend SMA portfolio.

Provides an overview of long-term performance and the investment process for International Leaders Fund and International Small-Mid Company Fund.

Retail Prime & Municipal Money Market At A Glance 

Advisors and investors want to be confident that their managers’ performance is driven by skill, not chance, and that results can be delivered consistently. Federated Hermes MDT Advisers employs a systematic, repeatable process built on well-tested metrics believed to be predictive of a stock’s future performance. MDT funds offer a history of outperformance driven by this process.

Ultrashort bond funds can provide an attractive complement to cash and money market investments by offering a potential yield advantage in exchange for some share price fluctuation.

A short question and answer with Dan Mahr about managing Market Neutral portfolios.

An overview of engagement activity and sustainability statistics for the Federated Hermes Sustainable High Yield Bond Fund.

Snapshot with key statistics on Federated Hermes' money market funds: assets by fund type, industry standings and leadership record.

An overview of the Federated Hermes Small Cap Core Collective Investment Fund

Reasons to own Federated Hermes Prudent Bear Fund

Sector allocation update - Purusing alpha through a consistent, risk-managed process

Kaufmann IPO update

Federated Hermes Kaufmann Large Cap Fund Holdings - Seeking growth through IPOs and innovation

Federated Hermes MDT Large Cap Growth Collective Investment Fund overview

Short Duration Corporate ETF Investment Case

Quarterly in-depth review of Federated Hermes Total Return Bond Collective Investment Fund performance, characteristics and investment process.

Investment case for the Federated Hermes Capital Income Fund

Tax advantage investing using the Federated Hermes Muni and Stock Advantage Fund

Analyzes moderate (50-70% equity) model portfolios reviewed by Federated Hermes’ portfolio construction solutions team through Q1 2026.

Investment case for the Federated Hermes MDT Balanced Fund

The case for owning Federated Hermes MDT Large Cap Value Fund

Build your core with a diversified US equity portfolio built from the bottom up that is designed to respond to opportunities amid changing market conditions. 

Investment Case Federated Hermes Total Return Bond Fund

Government Treasury Money Market At A Glance

Institutional Prime and Municipal Money Market At A Glance

Overview of our key international equity mutual funds

Diversify portfolio risk with a flexible core-plus approach

The Federated Hermes Approach to Managing Fixed-Income Investments

An illustration of the Strategic Value Dividend Fund's longstanding ability to deliver on the power of dividend investing.

Short Duration High Yield ETF Investment Case

Which investment vehicle is right for you?

Highlight of yields, dividend histories and dividend status of dividend-paying companies, along with a breakdown of the derivatives overlay featured in the Enhanced Income ETF's portfolio.

Federated Hermes Kaufmann Small Cap Fund Holdings - Seeking growth through IPOs and innovation

Quarterly update listing Federated Hermes 5-star and 4-star Morningstar funds.

The Federated Hermes Inflation Dashboard is a snapshot of U.S. inflation. The dashboard’s indicators work together to create a more comprehensive picture of inflation’s trajectory on a monthly basis rather than relying just on the Federal Reserve’s preferred inflation metric, Core Personal Consumption Expenditures.

Discussion of how long-term fundamentals are crucial, but information may potentially be gleaned from short-term market trends to address near-term performance.

Certificates of deposit: The real outcome

An overview of the people, process and philosophy behind MDT SMA strategies

Discussion of various strategies to mitigate portfolio risk

Direct Filing Entity Notification

Whether moving up the yield curve to seek greater total return potential or down to reduce rate risk, investors should consider our range of low duration funds.

Federated Hermes CW Henderson Opportunities beyond tax-free income with tax-loss harvesting

Overview of our multi‑asset capabilities

This Total Return Bond Fund Quarterly Update includes commentary and performance.

How to use options to enhance a portfolio's income.

Potential advantages of utilizing a boutique approach to municipal SMAs 

Short introduction to exchange-traded funds.

Over Time, Investing in the Stock Market Has Paid Off

Will emerging market debt outperformance continue in 2026?

Explore a range of international equity opportunities

Changes in fixed-income index returns based on 50 basis point moves in interest rates up or down.

Traditional and Roth IRAs

401(k)s and Business IRAs

An overview of Federated Hermes' SMA offerings

Describes the potential advantages of dividend investing.

Learn more about Federated Hermes MDT ETFs

A brief look at the investment team, objective, philosophy, and investment process behind Strategic Value Dividend SMA. 

Three reasons investors choose to invest in ETFs.

Overview of our small-cap capabilities

Overview of Money Market Funds

Overview of Federated Hermes' approach to managing money market funds, including process, philosophy and intensive credit analysis.

A short, educational primer about return of capital distributions.

Quick math to better compare taxable and tax-free options

Could your money do more for you?

Dan Mahr, Head of Federated Hermes MDT Advisers (MDT), was recently interviewed by Ted Seides for his Capital Allocators podcast.

Liquidity strategies across the short end of the curve

This paper reviews a key concept behind the MDT investment process: regression trees.

Potential tax advantages of exchange traded funds (ETFs).

How bonds have performed after a Fed interest rate pause

Provides a high level overview of our active ETF offerings

Compares asset class performance during previous Fed rate cut cycles

Discussion of MDT's Industry Moat factor

Overview for the Federated Hermes Enhanced Income ETF

Analysis suggests a "neutral" strategic long-term allocation to international equities should be around 20% to optimize risk/return. Tactical shifts may benefit shorter term performance of a portfolio.

Firm Overview of MDT Advisers